About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 75,000 households from our over 100 offices - and growing - nationwide.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.

Due to growth, we have an opportunity for a Vendor Governance Specialist who will partner with the Vendor Governance Manager and multiple WEG Business Teams to provide focus and support on WEG’s significant and fast paced Merger and Acquisition strategy. This role helps drive the vendor transition workstreams for each project through multiple stages to completion.

This position is a remote opportunity.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $70,000.00 - $80,000.00, exclusive of bonuses and benefits. This position is also eligible for an annual team bonus. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.

Primary Job Functions

Merger and Acquisition Vendor Operations

• Understand and support merger and acquisition vendor transitions through all project stages

• Analyze project vendors and close identified gaps working with the project teams

• Build and maintain project artifacts per WEG’s standard processes

• Gather Seller vendor details from multiple WEG resources to enhance and complete the project vendor documentation

• Meet and communicate effectively with multiple WEG teams taking project vendor artifacts to conclusion

• Executes tasks, creates deliverables, and applies administrative support to ensure initiatives are delivered timely, completely, and in alignment with WEG’s evolving processes

Relationship Management

• Establish strong partnerships with key internal business stakeholders to ensure vendor relationship owners are participating and aware of vendor transitions

• Provide guidance to key internal business stakeholders as new vendors are onboarded

• Maintains internal alignment on project objectives, required actions, tight timelines, and outcomes

• Take project vendor transitions to conclusion post close staying aligned to WEG teams and target teams

Contract Review

• Reviews vendor contracts and summarizes each for project consumption

• Communicates contract summaries to corresponding WEG Business Teams

Cross-Functional Collaboration

• Serves as an owner of M&A vendor transition initiatives, driving project team activities through completion

• Visible point of contact for business owner, facilitating interaction with other internal/external stakeholders to deliver desired business outcomes

• Extensive collaboration with multiple WEG Business Teams to complete project tasks for overall project success

• Expected to provide feedback on processes to enhance the efficiency and effectiveness of how WEG integrates acquisition target vendors

Education/Qualifications

• Bachelor's Degree in business or related field

• 3+ years vendor management experience

• Ability to read and understand contracts

• Merger and Acquisition experience preferred

• Confidently interfaces with leadership, peers, both internally and externally

• Superior verbal and written communication skills

• Strong analytical and critical thinking skills

• Strength in organization and time management

• Ability to balance pace with attention to detail

• Proficient with Microsoft Office Suite or related software

WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. Thus, the entire salary range for those who are classified as the Lead is $67,300.00 to $97,300.00.

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Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may participate in the following benefits & development opportunities:

• Training and professional development

• Medical, dental and vision coverage (Available to employees and their families)

• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses

• Life and AD&D insurance – employer paid and voluntary options

• Short-term and long-term disability, workers compensation – employer paid

• 401k with match and profit sharing

• Wellness programs and resources

• Voluntary benefits, including pet insurance

• 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)

• 12 paid holidays each year (10 pre-determined and 2 floating days)

• Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)

• Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.

Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

Click the following link to view Federal and E-Verify posters: Link

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.