Wealth Enhancement · 1 month ago
Investment Service Specialist - Long Short (Remote)
United States
Full-time
Remote
Mid Level
$90K/yr - $100K/yr
3+ years expWealth Enhancement is an independent wealth management firm dedicated to enhancing clients' lives through personalized financial planning. The Investment Service Specialist will support trading operations, collaborate with internal teams, and drive process improvements to ensure efficient trade execution and compliance.
Financial ServicesRisk ManagementWealth Management
Responsibilities
Support Advisor Teams by delivering exceptional investment services
Work closely with our Advisor teams, serving as an expert on WEG long short SMA operations, providing guidance, assistance, and recommendations
Assist advisors in implementing customized SMA solutions aligned with client objectives
Collaborate with Investment Strategy and other internal teams to develop materials and resources that enhance advisor engagement
Participate in the creation of presentations for end clients who are looking to participate in Long Short SMA investing
Collaborate with internal and external partners to help implement long short SMA’s
Work closely with custodians, managers, and internal stakeholders to ensure accurate and timely execution of SMA strategies
Partner with senior team members to support portfolio implementation and respond to ad hoc requests
Ensure proper setup and integration within systems to maintain operational integrity
Coordinate with third-party managers to facilitate onboarding and servicing of SMA accounts
Drive process improvements and operational efficiency
As an subject matter on the broad range of WEG’s advanced investment platform, seek ways to partner and leverage evolving technologies to increase the efficiency of investment operations
Partner with business optimization teams on initiatives that improve scalability and reduce operational complexity
Collaborate with cross-functional groups to refine processes and leverage technology for greater efficiency
Develop creative solutions that reduce administrative burden and encourage adoption of advanced investment solutions
Qualification
Required
Bachelor's degree (or equivalent experience) in business, finance or economics, or related
3 years of experience in Financial Services with a focus on investment operations
Knowledge of financial markets and investment operations
Proven written and verbal (presentation) communication skills with the ability to successfully interact with people at all levels of the organization and clients
Ability to create quality written presentations and articles for Advisor and client consumption
Ability to organize and prioritize workflow and projects
Proficient with Microsoft Office Suite or related software
Familiarity with Salesforce and Support Org functionality
Benefits
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)
Company
Wealth Enhancement
In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$2.51MKey Investors
Onex
2022-02-24Undisclosed· $0.74M
2022-01-12Undisclosed· $0.2M
2021-08-24Private Equity
Leadership Team
Kelly Windorski
Chief Financial Officer
Brett Fingerhut
Sr. Vice President / Financial Advisor
Recent News
2026-01-18
2026-01-06
Company data provided by crunchbase