Administrative Program Manager

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 90000 households from our over 175 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 .

We have an exciting opportunity for anAdministrative Program Manager! The Administrative Program Manager will closely partner with the Chief Wealth Solutions Officer and Chief Product Officer combining high-level executive support with program management to ensure key initiatives enhance leadership effectiveness and alignment across CCS (Product Wealth Solutions and corporate functions) are progressing as expected. Serve as a central hub for coordination execution and operational excellence across the organization.

This is aRemoteposition.

In the spirit of pay transparency we are excited to share the base salary range for this position is$110000.00 to $120000.00 exclusive of bonuses and benefits. We encourage you to apply and provide us with your compensation expectations when you do. Were big on open conversations so lets have one.

Primary Job Functions

Executive Support & Leadership Enablement

• Manage complex high-volume calendars aligned to strategic priorities.

• Orchestrate leadership cadence (staff meetings 1:1s product reviews offsites board prep).

• Prepare decision-ready materials (agendas pre-reads presentations) and track follow-ups.

• Draft and edit executive communications and internal messaging.

• Coordinate travel expenses and day-to-day executive operations with precision.

Program & Initiative Management

• Coordinate cross-functional initiatives across Product Wealth Solutions and Operations.

• Track milestones risks and dependencies; proactively resolve issues.

• Maintain visibility into key priorities through dashboards and reporting.

• Provide perspective on continuous process improvements to increase efficiency and accountability.

Cross-Functional Coordination

• Partner with Product Advisor Services Finance Compliance IT and Operations.

• Align stakeholders on priorities deliverables and timelines.

• Support onboarding coordination and internal communications across CCS.

• Assist in execution of firm-wide and CCS-specific initiatives.

Meetings Events & Operating Rhythm

• Lead logistics for leadership meetings offsites and external engagements.

• Ensure high-quality hybrid meeting execution (technology materials coordination).

• Support advisor/client events and leadership forums.

• Coordinate board materials and meeting preparation as needed.

Operations & Process Excellence

• Oversee administrative workflows vendor coordination and executive operations.

• Introduce scalable processes tools and automation (reporting communications onboarding).

• Maintain strong organization documentation and follow-through.

• Improve visibility efficiency and consistency across CCS processes.

Team & Administrative Leadership

• Coordinate administrative support resources and establish execution standards.

• Promote responsiveness professionalism and service excellence.

• Foster a culture of accountability detail orientation and continuous improvement.

Education/Qualifications

• Bachelors degree (or equivalent experience)

• Minimum 6 years in executive support program management or a hybrid role

• Experience supporting senior executives (C-suite preferred) in fast-paced environments

• Demonstrated success managing cross-functional projects and competing priorities

• Proven and strong communication skills (verbal written presentation) across all levels including executive-level

• Advanced Microsoft 365 skills (Outlook Teams PowerPoint Excel SharePoint)

• Highly organized proactive and detail-oriented with strong follow-through

• Ability to handle confidential information with discretion

• Strategic thinking with strong execution discipline

• Prioritization problem-solving and decision support

• Process improvement and operational mindset

• Ability to influence and collaborate across functions

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. To comply with state pay transparency laws we must disclose the entire salary grade. The entire salary grade for those who are classified as this level isC06. However the base salary range bolded above (87400.00 to $131100.00) is what we expect to pay as a starting range for this position.

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 be eligible to participate in the following benefits & development opportunities:

• Training and professional development

• Medical dental and vision coverage (Available to full-time 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

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.

Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race color religion sex national origin age disability or any other protected status. Your personal information is handled in accordance with applicable data protection laws.