We have an exciting opportunity for anAdministrative Program Manager! The Administrative Program Manager will closely partner with the Chief Wealth Solutions Officer and Chief Product Officer, combining high-level executive support with program management to ensure key initiatives, enhance leadership effectiveness, and alignment across CCS (Product, Wealth Solutions, and corporate functions) are progressing as expected. Serve as a central hub for coordination, execution, and operational excellence across the organization.

This is aRemoteposition.

In the spirit of pay transparency, we are excited to share the base salary range for this position is$110,000.00 to $120,000.00, 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

Executive Support & Leadership Enablement

• Manage complex, high-volume calendars aligned to strategic priorities.

• Orchestrate leadership cadence (staff meetings, 1:1s, product reviews, offsites, board prep).

• Prepare decision-ready materials (agendas, pre-reads, presentations) and track follow-ups.

• Draft and edit executive communications and internal messaging.

• Coordinate travel, expenses, and day-to-day executive operations with precision.

Program & Initiative Management

• Coordinate cross-functional initiatives across Product, Wealth Solutions, and Operations.

• Track milestones, risks, and dependencies; proactively resolve issues.

• Maintain visibility into key priorities through dashboards and reporting.

• Provide perspective on continuous process improvements to increase efficiency and accountability.

Cross-Functional Coordination

• Partner with Product, Advisor Services, Finance, Compliance, IT, and Operations.

• Align stakeholders on priorities, deliverables, and timelines.

• Support onboarding coordination and internal communications across CCS.

• Assist in execution of firm-wide and CCS-specific initiatives.

Meetings, Events & Operating Rhythm

• Lead logistics for leadership meetings, offsites, and external engagements.

• Ensure high-quality hybrid meeting execution (technology, materials, coordination).

• Support advisor/client events and leadership forums.

• Coordinate board materials and meeting preparation as needed.

Operations & Process Excellence

• Oversee administrative workflows, vendor coordination, and executive operations.

• Introduce scalable processes, tools, and automation (reporting, communications, onboarding).

• Maintain strong organization, documentation, and follow-through.

• Improve visibility, efficiency, and consistency across CCS processes.

Team & Administrative Leadership

• Coordinate administrative support resources and establish execution standards.

• Promote responsiveness, professionalism, and service excellence.

• Foster a culture of accountability, detail orientation, and continuous improvement.

Education/Qualifications

• Bachelors degree (or equivalent experience)

• Minimum 6 years in executive support, program management, or a hybrid role

• Experience supporting senior executives (C-suite preferred) in fast-paced environments

• Demonstrated success managing cross-functional projects and competing priorities

• Proven and strong communication skills (verbal, written, presentation) across all levels, including executive-level

• Advanced Microsoft 365 skills (Outlook, Teams, PowerPoint, Excel, SharePoint)

• Highly organized, proactive, and detail-oriented with strong follow-through

• Ability to handle confidential information with discretion

• Strategic thinking with strong execution discipline

• Prioritization, problem-solving, and decision support

• Process improvement and operational mindset

• Ability to influence and collaborate across functions

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; tenure, cost-of-living and demand for the role in the applicable market. To comply with state, pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as this level isC06. However, the base salary range bolded above (87,400.00 to $131,100.00) is what we expect to pay as a starting range for this position.

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 6 employer paid and voluntary options

• Short-term and long-term disability, workers compensation 6 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

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.

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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.