Sr Facilities M&A Specialist

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 Uni Fi 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

This position is responsible for the successful 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.

This is a fully remote position.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $85,000.00 to $95,000.00
, exclusive of bonuses and benefits. This role is also eligible for an annual bonus. 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.

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

• 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 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

• 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 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
• Alert Facilities team to critical lease dates that may create risk post close
• 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 Manager

• College degree in business management or similar
• PMP certification, preferred
• 5+ years mergers and acquisition or transition management experience
• Excellent oral and written communication skills; to communicate effectively and work with internal and external resources
• Excellent organization and problem-solving skills with the ability to prioritize workflow and projects and use judgment to plan and accomplish goals
• Strong attention to detail with the ability to communicate…