Data Integration Specialist

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.

We have an exciting opportunity for a Data Integration Specialist! The position is responsible for supporting the successful data integration of new advisory practices joining Wealth Enhancement Group (WEG).  The Data Integration Specialist is a client-facing role that partners with both WEG’s internal data transition team or third-party data integration vendor along with acquired firms both pre- and post-close to assess the current state of the acquired firm’s CRM data, develop a plan to migrate to WEG’s Salesforce platform, and support the data migration and validation of acquired firm’s CRM data. This is a remote role.

In the spirit of pay transparency, we are excited to share the budgeted salary range for this position is $81,100 - $100,000, exclusive of bonuses and benefits. This role is also eligible for an annual corporate 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

Data Integration Planning & Execution

• Support data integration planning between WEG, Acquired firms, and third-party vendors (if applicable).

• Manage timelines and data integration activity for all active acquisition projects

• Coordinate data validation with acquired firms and data transition team

• Manage backlog, identify prioritization, and ensure clean-up of integrated data by data integration team

Relationship Management

• Develop collaborative working relationships with key partners involved in the data integration process including the Integration Manager, Technology, Advisor Team Operations, Marketing, acquisition firms, and third-party vendors (if applicable).

Process Improvement

• Identify process improvement initiatives to improve WEG data integration processes

• Collaborate with WEG departments to identify opportunities to improve data integration and data validation standards and operating procedures

Education/Qualifications

• Bachelor’s degree in business; finance, economics, technology or related

• 3+ years of experience with client relationship management and portfolio accounting system platforms (Salesforce, Junxure, Orion, Tamarac, Black Diamond, etc)

• 3+ years office experience, preferably within Financial Services, Technology or Mergers & Acquisitions

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 Individual Contributor level is $81,100 to $125,300.

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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.