Note: The job is a remote job and is open to candidates in USA. Wealth Enhancement is an independent wealth management firm dedicated to enriching the lives of clients through personalized financial planning. The Administrative Program Manager will provide high-level executive support and program management, ensuring alignment and progress of key initiatives across the organization.
Responsibilities
- Manage complex, high-volume calendars aligned to strategic priorities
- Orchestrate leadership cadence (staff meetings, 1:1s, product reviews, offsites, board prep)
- Prepare decision-ready materials (agendas, pre-reads, presentations) and track follow-ups
- Draft and edit executive communications and internal messaging
- Coordinate travel, expenses, and day-to-day executive operations with precision
- Coordinate cross-functional initiatives across Product, Wealth Solutions, and Operations
- Track milestones, risks, and dependencies; proactively resolve issues
- Maintain visibility into key priorities through dashboards and reporting
- Provide perspective on continuous process improvements to increase efficiency and accountability
- Partner with Product, Advisor Services, Finance, Compliance, IT, and Operations
- Align stakeholders on priorities, deliverables, and timelines
- Support onboarding coordination and internal communications across CCS
- Assist in execution of firm-wide and CCS-specific initiatives
- Lead logistics for leadership meetings, offsites, and external engagements
- Ensure high-quality hybrid meeting execution (technology, materials, coordination)
- Support advisor/client events and leadership forums
- Coordinate board materials and meeting preparation as needed
- Oversee administrative workflows, vendor coordination, and executive operations
- Introduce scalable processes, tools, and automation (reporting, communications, onboarding)
- Maintain strong organization, documentation, and follow-through
- Improve visibility, efficiency, and consistency across CCS processes
- Coordinate administrative support resources and establish execution standards
- Promote responsiveness, professionalism, and service excellence
- Foster a culture of accountability, detail orientation, and continuous improvement
Skills
- Bachelor's degree (or equivalent experience)
- Minimum 6 years in executive support, program management, or a hybrid role
- Demonstrated success managing cross-functional projects and competing priorities
- Proven and strong communication skills (verbal, written, presentation) across all levels, including executive-level
- Advanced Microsoft 365 skills (Outlook, Teams, PowerPoint, Excel, SharePoint)
- Highly organized, proactive, and detail-oriented with strong follow-through
- Ability to handle confidential information with discretion
- Strategic thinking with strong execution discipline
- Prioritization, problem-solving, and decision support
- Process improvement and operational mindset
- Ability to influence and collaborate across functions
- Experience supporting senior executives (C-suite preferred) in fast-paced environments
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 Overview