Wealth Enhancement Group

Application Support Manager

Wealth Enhancement Group$105K — $110K *
US-AnywhereRemote in United States
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree or equivalent experience in a relevant field
  • 7+ years in application support, relationship management, or operations
  • Experience in financial services or technology preferred
  • Strong understanding of eMoney, MoneyGuidePro, Holistiplan, Nitrogen/Riskalyze
  • Excellent communication, problem-solving, and organizational abilities
  • Ability to manage multiple priorities and work cross-functionally
  • Proficient in Microsoft Office Suite; familiarity with Salesforce and Workday preferred
  • Advanced AI proficiency, including experience leveraging AI tools for business outcomes.

Responsibilities

  • Serve as primary liaison between Platform Support and Central Wealth Solutions/Advanced Planning teams
  • Build and nurture relationships with stakeholders to align on business needs
  • Facilitate feedback loops and regular check-ins for continuous improvement
  • Oversee administration of applications and troubleshoot performance issues
  • Collaborate with vendors to manage system updates and ensure reliability
  • Develop training materials and support onboarding for new users
  • Ensure compliance with company policies and assist in audits and integrity checks

Benefits

  • Training and professional development opportunities
  • Medical, dental, and vision coverage for employees and families
  • Health Savings Account (HSA) with employer contributions
  • Life and AD&D insurance options
  • Short-term and long-term disability coverage
  • 401k plan with employer match and profit-sharing
  • Wellness programs and resources for employees
  • 18 days of paid time off (PTO), with increases after four years
  • 12 paid holidays per year, including floating days
  • Paid parental and caregiver leave
  • Tuition and credential reimbursement after service requirements are met
Full Job Description

We have an exciting opportunity for anApplication Support Manager! The Applications Support Manager serves as a strategic liaison between the Platform Support team and other internal business departments, ensuring optimal use, administration, and oversight of key operational applications. This role is responsible for fostering strong cross-functional relationships, driving operational efficiency, and supporting the effective use of systems.

This is aRemote position with some travel (10-25%).

In the spirit of pay transparency, we are excited to share the base salary range for this position is$105,000.00 to $110,000.00, 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

Relationship Management & Liaison Duties

  • Act as the primary point of contact between Platform Support and Central Wealth Solutions/Advanced Planning team for assigned applications.Applications include, but are not limited to: eMoney, MoneyGuidePro, Holistiplan, Nitrogen/Riskalyze.

  • Build and maintain strong relationships with Central Wealth Solutions and Advanced Planning stakeholders to understand business needs and priorities.

  • Facilitate regular check-ins and feedback loops to ensure alignment and continuous improvement.

Application Oversight & Administration

  • Oversee day-to-day administration of applications assigned (eMoney, MoneyGuidePro, Holistiplan, Nitrogen/Riskalyze and others)

  • Collaborate with vendors and internal teams to troubleshoot issues, manage updates, and ensure system reliability.

  • Monitor application performance and usage to identify opportunities for optimization.

Operational Efficiency & Support

  • Partner with Central Wealth Solutions and Advanced Planning teams to streamline workflows and improve system utilization.

  • Develop and maintain documentation, training materials, and best practices for supported applications.

  • Support onboarding and training efforts for new users and teams.

Governance & Compliance

  • Ensure applications are used in accordance with company policies, regulatory requirements, and data governance standards.

  • Assist in audits, data integrity checks, and compliance reporting as needed.

Project & Change Management

  • Participate in or lead projects related to application enhancements, integrations, or transitions.

  • Coordinate testing, deployment, and communication of changes impacting Operations.

Education/Qualifications

  • Bachelor's degree or equivalent, demonstrated through one or a combination of the following: work experience, training, military experience, education.

  • 7+ years of proven experience in application support, relationship management, or operations.

  • Experience within a financial services or technology environment is strongly preferred.

  • Strong understanding of the listed applications and their role in operational workflows strongly preferred: eMoney, MoneyGuidePro, Holistiplan, Nitrogen/Riskalyze.

  • Excellent communication, problem-solving, and organizational skills.

  • Ability to work cross-functionally and manage multiple priorities.

  • Proficient with Microsoft Office Suite or related software

  • Familiarity with Salesforce and Support Org functionality

  • Experience with Workday preferred

  • Advanced AI Proficiency:

  • Strong experience leveraging AI tools and platforms to drive business outcomes and optimize workflows.

  • Requirements include: ability to design and implement AI-enhanced processes, evaluate and recommend AI solutions for business challenges, understand AI ethics and bias considerations, train team members on AI tool adoption, and stay current with emerging AI technologies.

  • Experience with prompt engineering, AI model evaluation, and understanding of AI limitations and risks is essential.

  • As AI technology evolves, continued learning and adaptation to new AI tools and methodologies will be expected.

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 is $104,800.00 - $157,200.00. However, the base salary range bolded above ($105,000.00 to $110,000.00) is what we expect to pay as a starting range for this position.

#LI-HB1

#LI-Remote

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)

Similar Jobs

More Jobs at Wealth Enhancement Group

More Finance & Insurance Jobs

Find similar Application Support Manager jobs: