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SalaryAbout Wealth Enhancement Group
Wealth Enhancement Group 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 55,000 households from our over 100 offices - and growing - nationwide.
Since 1997, Wealth Enhancement Group 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
. Due to growth, we have an excellent opportunity for a Market Development Specialist I Partner Programs. This individual is responsible for partnering with our sales team on working to promote and sell Wealth Enhancement Group’s financial advice solutions to prospective clients referred by our professional partners by providing business development direction and support. They serve as the first point of contact for all growth-related activity in their assigned regions for both sales and partner representatives.
The annual salary target range for this role is $60K - $70K annually; this role is also eligible for the team bonus plan.
We select our initial compensation target using national compensation survey data. When we make an offer, we then factor in things like tenure, performance, and geographic location to come up with the most accurate numbers. 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
Market Development & Event Management
- Partner with assigned Sales reps to develop annual Market Development plans (e.g. prospecting events, campaigns, etc.) and manage pre-sales marketing needs in assigned regions.
- Communicate with Content and Events team to implement productive events and compliance approval of external facing collateral.
- Collaborate with Brand and Content to develop Market Development collateral that maximizes referral generation and delivers a good understanding of our value proposition (e.g. one-pagers, emails, landing pages, presentations, etc.)
- Collaborate with external partners, and Partner Programs teams to generate growth and referrals to Wealth Enhancement Group.
- Responsible for following regional budget for referral generating activities.
- Send Marketing email communications to external partners (written by the Communications Specialist)
Relationship Management
- Foster a strong working connection with sales reps in assigned regions.
- Build strong positive working relationships with internal partners.
- Build rapport with regional network of external partner contacts.
- Plan and lead regional growth meetings within assigned regions.
- Provide proactive service to external partner contacts to support marketing events.
- Proficient knowledge of Wealth Enhancement’s planning services.
- Proficient knowledge of Wealth Enhancement’s suite of sales & marketing collateral.
Program rules, systems & reporting
- Maintain strong knowledge of program-specific systems and rules of engagement.
- Work with broader team to provide data management and systems support to sales reps in assigned regions.
Team support
- Contribute to support team inbox responses.
- Meeting and schedule coordination for program management meetings & new hires.
- Occasionally assist with planning broader team in-person gatherings.
Willingness to travel 30%+
Education & Skills
- 4-year degree in Business, Marketing, or Communications preferred
- 4-5 years of Relationship Management, Market Development, or Marketing experience
- Proven success in event planning
- Exceptional customer service and relationship management traits
- Experience effectively managing multiple projects
- Well organized, excellent attention to detail including proofreading
- Strong verbal and written communication skills
- Proficiency with MS Office programs (Excel, Word and PowerPoint)
- Some experience using Salesforce or a similar CRM
- Willingness to learn about - and work compliantly within - the financial services industry
- Must be in good compliance standing with all rules, regulations and policies
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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 participate in the following benefits & development opportunities:
- Training and professional development
- Medical and dental coverage
- 401k – with match and profit sharing
- Health care spending and savings accounts
- Dependent care spending account
- Vision coverage
- Wellness programs and resources
- Life insurance – employer paid
- Short-term and long-term disability – employer paid
- Paid Time Off
- 10 paid holidays each year
- Paid parental leave
- Tuition reimbursement
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.
