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Application Support Manager

wealthenhancement.wd1.myworkdayjobs.com

Remote - Any · manager
$105,000.00 to $110,000.00
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About Wealth Enhancement Wealth Enhancement 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 90,000 households from our over 175 offices - and growing - nationwide.

Since 1997, Wealth Enhancement 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 . We have an exciting opportunity for an   Application Support Manager ! The Applications Support Manager serves as a strategic liaison between the Platform Support team and other internal business departments, ensuring optimal use, administration, and oversight of key operational applications.

This role is responsible for fostering strong cross-functional relationships, driving operational efficiency, and supporting the effective use of systems. This is a   Remote   position with some travel (10-25%). In the spirit of pay transparency, we are excited to share the base salary range for this position is   $105,000.00 to $110,000.00 , exclusive of bonuses and benefits. 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   Relationship Management & Liaison Duties Act as the primary point of contact between Platform Support and Central Wealth Solutions/Advanced Planning team for assigned applications . Applications include, but are not limited to: eMoney , Money G uidePro , Holistiplan , Nitrogen/Riskalyze. Build and maintain strong relationships with Central Wealth Solutions and Advanced Planning stakeholders to understand business needs and priorities.

Facilitate regular check-ins and feedback loops to ensure alignment and continuous improvement. Application Oversight & Administration Oversee day-to-day administration of applications assigned ( eMoney , Money G uidePro , Holistiplan , Nitrogen/Riskalyze and others) Collaborate with vendors and internal teams to troubleshoot issues, manage updates, and ensure system reliability. Monitor application performance and usage to identify opportunities for optimization.

Operational Efficiency & Support Partner with Central Wealth Solutions and Advanced Planning teams to streamline workflows and improve system utilization. Develop and maintain documentation, training materials, and best practices for supported applications. Support onboarding and training efforts for new users and teams. Governance & Compliance Ensure applications are used in accordance with company policies, regulatory requirements, and data governance standards.

Assist in audits, data integrity checks, and compliance reporting as needed. Project & Change Management Participate in or lead projects related to application enhancements, integrations, or transitions. Coordinate testing, deployment, and communication of changes impacting Operations. Education/Qualifications Bachelor's degree or equivalent, demonstrated through one or a combination of the following: work experience, training, military experience, education.

7+ years of proven experience in application support, relationship management, or operations. Experience within a financial services or technology environment is strongly preferred. Strong understanding of the listed applications and their role in operational workflows strongly preferred: eMoney , Money G uidePro , Holistiplan , Nitrogen/Riskalyze. Excellent communication, problem-solving, and organizational skills.

Ability to work cross-functionally and manage multiple priorities. Proficient with Microsoft Office Suite or related software Fa

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