Sr Facilities Program Specialist
WFA Digital Insight
As the remote job market continues to grow, with a 25% increase in remote job listings over the past year, demand for skilled facilities professionals is on the rise. With over 90,000 households served, Wealth Enhancement is a major player in the wealth management industry, and this role is a key part of their growth strategy. To succeed, candidates will need strong program management skills, experience with Excel, and the ability to coordinate multiple initiatives. Before applying, candidates should be prepared to discuss their experience with change management and process improvement, as well as their ability to work remotely and collaborate with cross-functional teams.
Job Description
About the Role
The Senior Facilities Program Specialist is a critical role at Wealth Enhancement, providing department-level coordination and strategic support across the Facilities organization. This role ensures alignment between Facilities initiatives and enterprise objectives by driving cross-project coordination, risk and issue management, and resource and capacity planning. The ideal candidate will have experience managing multiple initiatives and workstreams, and be able to synthesize complex information and communicate effectively with senior leaders.As a key member of the Facilities team, the Senior Facilities Program Specialist will work closely with Facilities leaders to develop and implement strategic plans and programs. This will involve providing centralized coordination across Facilities initiatives, including Facilities Operations, M&A onboarding, real estate projects, and strategic programs. The role will also involve tracking interdependencies across projects and proactively identifying conflicts or constraints, as well as supporting the development and maintenance of Facilities dashboards, reporting, and executive-level summaries.
Wealth Enhancement is an independent wealth management firm with a passion for enriching the lives of its clients. With over 175 offices nationwide, the company is committed to providing unique financial plans and investment management services to its clients. The Senior Facilities Program Specialist will be a key part of this effort, working to enable a scalable, repeatable growth model that supports ongoing M&A activity, portfolio expansion, and operational excellence.
What You Will Do
- Provide centralized coordination across Facilities initiatives, including Facilities Operations, M&A onboarding, real estate projects, and strategic programs
- Support planning and execution of multi-workstream Facilities programs to ensure alignment with departmental priorities and enterprise strategy
- Track interdependencies across projects and proactively identify conflicts or constraints
- Ensure Facilities initiatives are aligned with approved strategic objectives, KPIs, and ELT-approved priorities
- Support development and maintenance of Facilities dashboards, reporting, and executive-level summaries
- Identify, document, and monitor program-level risks and issues across Facilities
- Partner with Facilities leaders to develop mitigation strategies and facilitate timely resolution
- Support change management efforts related to new processes, tools, policies, and organizational growth
- Support Facilities leadership with resource forecasting, workload modeling, and capacity planning across teams
- Analyze demand trends related to M&A volume, renewals, and operational projects
- Help inform staffing plans, vendor augmentation strategies, and prioritization decisions
What We Are Looking For
- Bachelor's degree in business, operations, project management, facilities management, or related field
- 5+ years of experience in program management, operations, facilities, real estate, or a related enterprise function
- Strong experience coordinating multiple initiatives or workstreams in a matrixed environment
- Success with change management
- Demonstrated ability to synthesize complex information and communicate effectively with senior leaders
- Proficiency with project/program management tools, reporting dashboards, and data analysis
- PMP, PgMP, Proci Change Management or similar certification(s)
- Experience with Excel and other Microsoft Office tools
- Strong analytical and problem-solving skills
Nice to Have
- Experience with facilities management software and systems
- Knowledge of real estate and property management principles
- Experience with budgeting and financial planning
- Certification in facilities management or a related field
Benefits and Perks
- Competitive salary and benefits package
- Opportunity to work with a growing and dynamic company
- Collaborative and supportive work environment
- Professional development and growth opportunities
- Flexible and remote work arrangements
- Access to cutting-edge technology and tools
- Comprehensive health and wellness programs
- Generous paid time off and holiday schedule
How to Stand Out
- Be prepared to discuss your experience with program management and coordination, and how you have handled complex projects and initiatives in the past.
- Highlight your skills with Excel and other Microsoft Office tools, and be prepared to provide examples of how you have used these tools to analyze and present data.
- Emphasize your ability to communicate effectively with senior leaders and other stakeholders, and provide examples of how you have presented complex information in a clear and concise manner.
- Be prepared to discuss your experience with change management and process improvement, and how you have handled resistance to change in the past.
- Research the company and its values, and be prepared to discuss how your skills and experience align with these values.
- Be prepared to negotiate your salary and benefits package, and have a clear understanding of your worth and the market rate for your role.
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