Application Support Manager
About Wealth Enhancement
Wealth Enhancement 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 90,000 households from our over 175 offices - and growing - nationwide.
Since 1997, Wealth Enhancement 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.
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 a Remote 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 teamfor 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.
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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 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)
Should you need reasonable accommodation when completing the application form or during the selectionprocess, 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.
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.