Job Description

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 80,000 households from our over 140 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 Director of Advisor Services! The Director of Advisor Services is a seniorrelationship managementandpractice leadershiprole responsible for helping advisor teams grow,operateefficiently, and deliver exceptional client outcomes across the Great Lakes Region Acting as a trusted consultant, advocate, and general manager for assigned advisor teams, this role partners closely with Advisor Leads andcross-functionalPractice Management Team (PMT) specialists to drive engagement, organic growth, practice optimization, and advisor development.

This role requires a strong organic growth mindset, the ability to drive results within advisor teams, and the judgment tooperatewithend-to-endownership—balancing growth, people, operations, and execution. The Director of Advisor Services plays a critical role in translating firm strategy intoadvisor leveloutcomes throughout the Great Lakes footprint.

This is a remote position, supporting advisor teams across the Great Lakes Region.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $150,000 to $180,000, 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

Advisor Engagement & Relationship Management

• Serve as the primary relationship leader and strategic business partner for advisor teams in theGreat Lakes Region

• Buildtrust basedrelationships with Advisor Leads through regular, structured engagement

• Partner with Advisor Leads on roundtables and advisory committees to surface regional trends, risks, and opportunities

• Act as the Voice of the Advisorfor the region, sharing feedback and insights with corporate leadership

Organic Growth & General Management Leadership

• Bring astrong organic growth mindset , focused on net flows, revenue growth, and sustained advisor performance

• Operate as ageneral manager for assigned advisorteams—owning growth outcomes, execution discipline, and overall practice health

• Partner with Advisor Leads toidentifygrowth opportunities, improve sales effectiveness, and drive measurable results

• Coach advisors on networking, prospecting, and closing skills to improve opportunity conversion

• Hold teams accountable to business plans, growth goals, and performance metrics

Practice Optimization & Business Execution

• Facilitate the development and execution of advisor team business plans

• Develop, monitor, and report on key business metrics to track growth, productivity, and results

• Evaluate practice workflows and office processes; recommend improvements to increase efficiency and scalability

• Support annual regional budgeting andmonitorperformance against plan

• Leverage PMT specialists (Growth, Marketing, Portfolio, Operations, Tax, Insurance) to support execution and client retention

• Promote adoption of best practices, centralized processes, and consistent operating standards across the region

Advisor & Team Development

• Provide consultative leadership and coaching to Advisor Leads through regularone-on-oneengagement

• Help Advisor Leads build strong, collaborative, andhigh-performingteams

• Assess advisor and staff skill levels; partner with mentors and corporate teams to deliver training and development

• Support succession planning, talent development, and career progression

• Identifyand resolve performance or execution issues, escalating as appropriate

Corporate Program Implementation & Change Management

• Support rollout and adoption of firmwide initiatives across technology, marketing, operations, compliance, finance, and HR

• Help Advisor Leads understand and implementnew programsand processes

• Coordinate with corporate teams to ensure training completion, technology adoption, and execution discipline

• Reinforce marketing strategies and track outcomes

• Ensure adherence to standard operating procedures across operations, compliance, and facilities

• Partner with Finance on budgeting, variance management, and fiscal discipline

• Support HR initiatives including recruiting, onboarding, performance management, and manager development

Education/Qualifications

• Bachelor’s degree (or equivalent experience) in business, finance, or a related field

• Minimum of10 years of experience in wealth management advisory practices

• Minimum of5 years of management

• Demonstratedorganic growth orientation witha track recordof driving results within advisor teams

• Proven ability to think and act like ageneral manager , balancing growth, people, operations, and financial outcomes

• Strong understanding of wealth management operations withexpertisein at least two of the following areas:

• Financial planning

• Client acquisition / organic growth

• Marketing

• Practice management

• Business operations

• Project or change management

• Demonstrated success influencing and leading without direct positional authority

• Excellent communication,relationship building, and presentation skills

• Strong organizational skills with the ability to manage multiple priorities and deadlines

• Ability to support a multistate Great Lakes Region, with up to 20% travel

• FINRA Series 7 and 66 (or 63 and 65) and insurance licenses (requiredfor hybrid office roles) preferred

• CFP designation or equivalent experience preferred

• Proficiencyin Microsoft Office, Salesforce, Tamarac, and/or Orion preferred

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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 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 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.

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.