Wealth Enhancement · 18 hours ago
Facilities Specialist
United States
Full-time
Remote
Mid, Senior Level
$80K/yr - $90K/yr
7+ years expWealth Enhancement is an independent wealth management firm dedicated to enriching the lives of clients through personalized financial planning. They are seeking a Facilities Specialist to support their Mergers & Acquisitions team by managing space planning, renovation projects, and vendor relationships, while ensuring smooth day-to-day facilities operations.
Financial ServicesRisk ManagementWealth Management
Responsibilities
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
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
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
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
Qualification
Required
7+ 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 to prioritize projects
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
Ability to communicate effectively and work with all levels of the organization
Expertise with Microsoft Office and other software as required
Travel required
Preferred
College degree in business management or similar
PMP certification
Benefits
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)
Company
Wealth Enhancement
In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$2.51MKey Investors
Onex
2022-02-24Undisclosed· $0.74M
2022-01-12Undisclosed· $0.2M
2021-08-24Private Equity
Leadership Team
Kelly Windorski
Chief Financial Officer
Brett Fingerhut
Sr. Vice President / Financial Advisor
Recent News
2026-01-18
2026-01-06
Company data provided by crunchbase