Facilities Specialist

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 a Facilities Specialist! This position plans and manages the space planning needs in WEG’s corporate and branch offices.  Primary functions include; planning and renovation management; vendor management; supporting day-to-day Facilities operations.

This is a fully remote position with up to 40% travel. Candidates located on the east coast are strongly preferred.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $80,000.00 to $85,000.00, exclusive of bonuses and benefits. This role is also eligible for an annual bonus. 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

Facility project planning; expansion and renovation management

• Plan, coordinate and oversee new branch build outs and openings

• Plan, coordinate and oversee branch office relocations/expansions/renovations

• Project post implementation review on facilities projects

• Support and improve branch office space utilization efficiency 

Establish processes and communications on facilities activities

• Implement brand standards for acquisitions, expansions and renovations

• Serve as point of contact for facility access system management

• Oversee media storage

• Document facility related processes and procedures

• Coordinate/assist with other projects identified by Facilities Director

Budget Management

• Manage to facilities acquisition and project budgets

• Estimate project expenses for initial planning of various size Facilities projects

• Collect branch office feedback and create resolution plan recommendations for Senior management review

Building and Vendor Management

• Serve as the liaison between WEG and building management at each location

• Work with vendors to ensure expectations of work is completed to our standards

• Establish and maintain relationship with vendors

• Act as purchasing agent with vendors

Education/Qualifications

• PMP certification, preferred with 3+ years facilities planning or project management experience

• Excellent oral and written communication skills; to communicate effectively and work with internal and external resources

• Excellent organization and problem solving skills

• Ability to prioritize work flow and projects and use judgment to plan and accomplish goals

• Strong attention to detail

• Ability to lead and direct the work of others

• Offer professional input concerning design, construction, development, or installation, familiar with a variety of the field's concepts, practices, and procedures

• Supervise construction, equipment installation, renovation and redesigning projects ensuring that timing, costs and contract requirements are met

• Provide recommendations to senior management for design changes, equipment specifications/substitutions, purchasing and accounting procedures

• Expertise with Microsoft Office and other software as required

• Up to 40% travel required

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 career level is $79,200.00 to $110,900.00. However, the base salary range bolded above 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 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.

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.