Job description
Job Description:
About Wealth Enhancement Group
Wealth Enhancement Group is a growing national independent wealth management firm dedicated to simplifying our clients’ financial lives.
Wealth Enhancement Group is an independent wealth management firm offering comprehensive and customized financial planning and investment management services. Founded in 1997, we now have over 75 offices nationwide and are rapidly expanding through organic growth and acquisition.
Our mission is to work together to improve our clients’ lives by providing them with the team-based expertise and resources they need to simplify their financial life. We share perspectives. We explore every point of view. We believe the best ideas are born from collaboration. And we’re looking for like-minded individuals to join our team.
We are seeking a Facilities Contractor. This role is responsible for the successful diligence and integration of acquisition firms to the WEG Facilities platforms. Primary functions include; coordinating and conducting Facilities diligence; vendor transition management; providing Facilities support to acquisition firms post close.
Primary Job Functions
Coordinate and conduct Facilities diligence
Engage WEG’s real estate partner for market intelligence on acquisition firm’s current real estate
Coordinate site diligence with WEG’s real estate partner to identify items that may be material to the acquisition terms
Conduct diligence meetings with acquisition firm to identify current and future Facilities items that may be material to the acquisition terms and were not captured in the site diligence
Create space modeling comparisons for acquisition real estate to WEG real estate model
Document all diligence items in WEG’s acquisition management software and report any potential risks identified
Vendor Transition Management
Review vendor workbook and make appropriate determination for Facilities vendors
Participate in vendor transition discussions with acquisition firm as required
Partner with acquisition firm to collect necessary information for transition of identified vendors
Partner with Vendor Management team and Accounts Payable to establish new vendors in WEG vendor and payment systems
Establish relationship for acquisition firm with WEG national vendor partners as identified
Create new vendor accounts and communicate account information to acquisition point of contact
Establish WEG USPS accounts for acquisition firm as required
Track progress of identified vendor transition and set up activities
Branding
Coordinate and manage signage transition to WEG including the fabrication and install of new signs
Partner with Marketing Brand and Creative on non-standard sign requests/requirements
Coordinate and manage repair work required for signage transition
Implement brand standards for acquisition space/furniture refresh, expansions or renovations
Document Management and Communication Document Facilities acquisition processes and procedures Document filing for all real estate legal and finance matters and ensure all necessary documents have been collected Ensure acquisition lease documents are uploaded to the lease management system post close Escalate critical lease items to Facilities Team Serve as point of contact for Facilities acquisition firm questions and requests pre and post close Coordinate/assist with other integration activities identified by Facilities Director
Education | Qualifications
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College degree in business management or similar
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PMP certification, preferred
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3+ years project management, mergers and acquisition or transition management experience
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Excellent oral and written communication skills; to communicate effectively and work with internal and external resources
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Excellent organization and problem solving skills to prioritize projects
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Ability to prioritize work flow and projects and use judgment to plan and accomplish goals
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Strong attention to detail
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Ability to lead and direct the work of others
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Offer professional input concerning design, construction, development, or installation, familiar with a variety of the field's concepts, practices, and procedures
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Supervise construction, equipment installation, renovation and redesigning projects ensuring that timing, costs and contract requirements are met
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Provide recommendations to senior management for design changes, equipment specifications/substitutions, purchasing and accounting procedures
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Ability to communicate effectively and work with all levels of the organization
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Expertise with Microsoft Office and other software as required
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Travel required
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 participate in the following benefits & development opportunities:
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Training and professional development
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Medical and dental coverage
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401k – with match and profit sharing
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Health care spending and savings accounts
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Dependent care spending account
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Vision coverage
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Wellness programs and resources
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Life insurance – employer paid
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Short-term and long-term disability – employer paid
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Paid Time Off
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10 paid holidays each year
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Paid parental leave
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Tuition reimbursement
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.
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