Facilities Planning Specialist (Remote)

About Wealth Enhancement Group

Wealth Enhancement Group 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 55,000 households from our over 100 offices - and growing - nationwide.

Since 1997, Wealth Enhancement Group 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.

Due to growth, we are seeking a Facilities Planning Specialist. This role plans and manages the space planning needs in our corporate and branch offices. The primary responsibilities include planning and renovation management; vendor management; supporting day to day facilities operations. (This role is a remote opportunity.)

The salary target for this role is $80,000.00 - $85,000.00 depending on experience. This role is eligible for an annual bonus.

We select our initial compensation target using national compensation survey data. When we make an offer, we then factor in things like tenure, performance, and geographic location to come up with the most accurate numbers. 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 | Skills Requirements

• College degree in business management or similar

• PMP certification, preferred

• 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 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

IND123

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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 participate in the following benefits & development opportunities:

• Training and professional development

• Medical and dental coverage

• 401k – with match and profit sharing

• Health care spending and savings accounts

• Dependent care spending account

• Vision coverage

• Wellness programs and resources

• Life insurance – employer paid

• Short-term and long-term disability – employer paid

• Paid Time Off

• 10 paid holidays each year

• Paid parental leave

• 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. 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.