VP, Corporate Executive Program

Wealth Enhancement Group; Deutschland; Vor Ort; EUR 100.000 - 150.000; Vollzeit

Benefits dieser Stelle

Health, dental and vision coverage

401(k) with match

18 days of paid time off

Zusammenfassung

Wealth Enhancement Group is seeking a Vice President for the Corporate Executive Program in Germany. The role involves leading the design and national rollout of a corporate executive-focused wealth planning platform. Candidates should have over 10 years in wealth management, expertise in equity compensation strategies, and strong communication skills. Benefits include health coverage, 401(k) match, and significant paid time off. A collaborative and innovative environment fosters growth and development within the firm.

Qualifikationen

• 10+ years in wealth management, serving HNW/UHNW clients.
• Proven ability to build and scale a new business line.
• FINRA licenses (Series 7/63/65/66) or willingness to obtain.

Aufgaben

• Lead design and rollout of an executive wealth planning platform.
• Develop standardized frameworks for equity compensation and diversification strategies.
• Train and equip advisors to win and serve executive clients.

Kenntnisse

Equity compensation expertise

Wealth management experience

Verbal and written communication skills

Ability to travel nationally

Ausbildung

Bachelor's Degree in business, finance, economics or related field

Tools

Microsoft Office Suite

Salesforce

Workday

Jobbeschreibung

Vice President, Corporate Executive Program

Lead design, build and national rollout of a corporate executive‑focused wealth planning platform. Responsible for identifying and developing national and regional corporate executive planning opportunities, transforming a high‑value client segment into a scalable, repeatable revenue engine, driving AUM and revenue per client, and establishing a differentiated market position. Remote.

Key Responsibilities

• Design and implement a scalable executive wealth planning offering.
• Develop standardized frameworks for equity compensation planning, tax and liquidity modeling, and diversification strategies for concentrated positions.
• Create repeatable tools, deliverables, and client engagement models.
• Lead execution of high‑margin revenue strategy targeting corporate executives.
• Capture and grow revenue across AUM‑based portfolio management, planning and advisory fees, and event‑driven opportunities (IPO, M&A, secondary sales).
• Identify executive prospects within current HNW client base and advisor relationships.
• Embed specialized expertise into live opportunities to accelerate close rates.
• Partner with CRP/CPA alliances to unlock executive client opportunities.
• Drive near‑term revenue realization while building long‑term infrastructure.
• Train and equip advisors to win and serve executive clients.
• Develop go‑to‑market strategies and messaging for executive segments.
• Support advisors in complex client situations and high‑stakes liquidity events.
• Improve advisor productivity and conversion rates through specialization.
• Establish a centralized specialist team supporting advisors nationwide.
• Expand advisor adoption across the firm.
• Develop corporate partnerships and executive program channels.
• Build a repeatable, enterprise‑wide growth engine.

Education & Skills

• Bachelor's Degree in business, finance, economics or related field.
• 10+ years in wealth management, serving HNW/UHNW clients.
• Demonstrated expertise in equity compensation (RSUs, ISOs, NSOs, ESPPs), concentrated stock and diversification strategies, and tax‑aware financial planning.
• Proven ability to build and scale a new business line, platform or specialty offering.
• Experience leading cross‑functional teams and influencing senior stakeholders.
• FINRA licenses (Series 7/63/65/66) or willingness to obtain if applicable.
• Demonstrated success in sourcing and closing strategic partnerships.
• Strong understanding of the RIA model and wealth management industry.
• Ability to travel nationally as needed.
• Superior verbal and written communication skills.
• Proficient with Microsoft Office Suite; familiarity with Salesforce and Workday preferred.

Benefits

• Health, dental and vision coverage for full‑time employees and families.
• Health Savings Account with employer contribution and Flexible Spending Accounts.
• Life and AD&D insurance – employer paid and voluntary options.
• Short‑term and long‑term disability, workers’ compensation – employer paid.
• 401(k) with match and profit sharing.
• Wellness programs and resources.
• Voluntary benefits including pet insurance.
• 18 days of paid time off (PTO), accruing annually (25 days after 4 years of service).
• 12 paid holidays each year.
• Paid parental leave and paid caregiver leave (available after 6 months of tenure).
• Reimbursement for tuition, licensing and other credentials after meeting service requirements.

Equal Opportunity Employer

Wealth Enhancement is an Equal Opportunity Employer, including disabled and veterans. This organization participates in E‑Verify.