Business Systems Administrator | Wealth Management Platforms
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 90,000 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 a Business Systems Administrator – Wealth Management Platforms ! The Business Systems Administrator is responsible for the administration, governance, support, and continuous improvement of Wealth Enhancement 's planning technology ecosystem.
This role serves as the primary liaison between advisors, Wealth Strategies, Operations, IT, vendors, and acquisition teams to ensure planning technologies are effectively governed, appropriately licensed, integrated, supported, and aligned with enterprise objectives. The position is responsible for vendor management, platform administration, license oversight, operational governance, M&A technology onboarding, process documentation, reporting, and technology optimization across approved planning technologies.
This is a Remote position.
In the spirit of pay transparency, we are excited to share the base salary range for this position is $65,000.00 to $75.000.00 , exclusive of bonuses and benefits. 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
Planning Technology Governance & Policy Administration
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Establish and maintain Wealth Enhancement 's approved planning technology standards and governance framework.
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Develop, maintain, and enforce planning technology policies, including: Approved platform standards. Licensing and eligibility requirements. Enterprise support tiers. Vendor onboarding requirements. Access and security standards.
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Evaluate new planning technology solutions and coordinate review, approval, and implementation processes.
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Partner with business leaders, Compliance, IT, Procurement, and Operations on planning technology decisions.
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Support enterprise technology consolidation initiatives and standardization efforts.
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Review and recommend planning technology standards, rationalization opportunities, and future platform enhancements in support of business objectives.
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Maintain awareness of industry trends and emerging planning technologies.
M&A Technology Integration & Platform Migration
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Pre-Close Activities Participate in technology due diligence activities. Review acquired office technology inventories and vendor relationships. Evaluate planning technology platforms for retention, migration, or retirement. Develop onboarding and migration recommendations. Coordinate planning technology integration strategies with acquisition stakeholders.
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Post-close Activities Coordinate onboarding of acquired offices into approved planning technology platforms. Gather and document: User inventories. Office structures. Licensing requirements. Migration timelines.
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Coordinate vendor communication regarding contract transitions, branding updates, billing changes, and account setup.
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Support contract consolidation and enterprise agreement alignment.
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Coordinate user provisioning, office setup, permissions, and access changes.
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Assist with data migration activities and advisor transitions.
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Serve as planning technology subject matter expert throughout the integration lifecycle. Obtain specific details of new offices contract
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Coordinate platform migrations, user provisioning, data transfer activities,