Facilities 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 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 Facilities Specialist ! This position plans and manages the space planning needs in WEG’s corporate and branch offices. Primary functions include; planning and renovation management; vendor management; supporting day-to-day Facilities operations.

This is a fully remote position with up to 40% travel. Candidates located on the east coast are strongly preferred.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $80,000.00 to $85,000.00 , exclusive of bonuses and benefits. This role is also eligible for an annual 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

Facility project planning; expansion and renovation management

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Plan, coordinate and oversee new branch build outs and openings

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Plan, coordinate and oversee branch office relocations/expansions/renovations

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Project post implementation review on facilities projects

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Support and improve branch office space utilization efficiency

Establish processes and communications on facilities activities

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Implement brand standards for acquisitions, expansions and renovations

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Serve as point of contact for facility access system management

- Oversee media storage

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Document facility related processes and procedures

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Coordinate/assist with other projects identified by Facilities Director

Budget Management

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Manage to facilities acquisition and project budgets

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Estimate project expenses for initial planning of various size Facilities projects

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Collect branch office feedback and create resolution plan recommendations for Senior management review

Building and Vendor Management

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Serve as the liaison between WEG and building management at each location

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Work with vendors to ensure expectations of work is completed to our standards

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Establish and maintain relationship with vendors

- Act as purchasing agent with vendors

Education/Qualifications

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PMP certification, preferred with 3+ years facilities planning or project management experience

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Excellent oral and written communication skills; to communicate effectively and work with internal and external resources

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Excellent organization and problem solving skills

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Ability to prioritize work flow and projects and use judgment to plan and accomplish goals

- Strong attention to detail

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Ability to lead and direct the work of others

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Offer professional input concerning design, construction, development, or installation, familiar with a variety of the field's concepts, practices, and procedures

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Supervise construction, equipment installation, renovation and redesigning projects ensuring that timing, costs and contract requirements are met

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Provide recommendations to senior management for design changes, equipment specifications/substitutions, purchasing and accounting procedures

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Expertise with Microsoft Office and other software as required

- Up to 40% travel required

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; t