Description
Wealth Enhancement is hiring a Remote Business Systems Administrator – Wealth Management Platforms to administer, govern, support, and continuously improve its planning technology ecosystem. The role acts as a liaison across advisors, Wealth Strategies, Operations, IT, vendors, compliance, procurement, finance, and acquisition teams, with responsibilities spanning platform governance, M&A technology integration, vendor and licensing administration, user provisioning, troubleshooting, reporting, documentation, and process improvement. The position requires a bachelor’s degree or equivalent, 4+ years of experience in vendor management or technology licensing, strong communication and organizational skills, advanced Microsoft Office proficiency, and preferred experience with financial services tools such as eMoney, Money Guide Pro, and Holistiplan, plus using AI for automation.
