Wealth Enhancement · 18 hours ago
Procurement Associate
United States
Full-time
Remote
Entry Level
$55K/yr - $75K/yr
1+ years expWealth Enhancement is an independent wealth management firm dedicated to enriching the lives of clients through personalized financial planning. They are seeking a Procurement Associate to support vendor lifecycle strategies and collaborate with various business units to optimize procurement initiatives across multiple categories.
Financial ServicesRisk ManagementWealth Management
Hiring Manager
Hannah Borden
Responsibilities
Interacts routinely with internal business stakeholders and external vendor partners to understand strategic objectives and near/long term plans
Supports execution of planned project initiatives and contract actions
Collaborates with business units to incorporate procurement initiatives into financial and operational plans
Ensures ongoing review and optimization of Category Strategies as a key enabler to business success
Supports and contributes to the Category Strategy, including supplier portfolio, capabilities, risk profiles, market trends, and areas of opportunity
Applies a strategic mindset to execute on savings/efficiency opportunities
Engages in data analysis to quantify spend forecasts and realized savings
Interacts with vendors – including negotiations, RFx events, and supplier reviews
Supports strategic recommendations on market opportunities, negotiation tactics, and points of leverage in order to deliver results
Executes tasks, creates deliverables, and applies administrative support in Jira Projects and Ironclad Contracts platforms to ensure initiatives are delivered timely, completely, and in alignment with WE processes
Reviews proposed terms and conditions pursuant to vendor engagements
Recommends contract language improvements to both business and legal terms in alignment with desired positions and outcomes
Leverages Ironclad Contract system for contract review, revisions and storage
Contributes to and is accountable for execution of project initiatives
Facilitates interaction with other internal/external stakeholders in support of desired business outcomes
Collaborates with Legal, IT-Security, Compliance, and other control groups to mitigate risk, support diligence reviews in vendor engagements
Qualification
Required
Bachelor's Degree in business or related field required
1-3 years experience in purchasing and/or supporting sourcing projects
Previous exposure to multiple services and/or technology categories
Capable of interfacing with business stakeholders, both internally and externally
Strong verbal and written communication skills
Strong analytical skills
Proficient with Microsoft Office Suite or related software
Experience with contract lifecycle management and sourcing projects workflow
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