Regional Vice President, Corporate Executive Program

Wealth Enhancement Group, LLC; New York (NY); Hybrid; USD 305,000 - 425,000; Full time

Benefits offered by this job

Health insurance

401k with match

Paid time off

HSA & FSA

Job summary

Wealth Enhancement is seeking a Regional Vice President for our Corporate Executive Program to educate and transition corporate clients to WE Advisors. You will build credibility with C-suite and executives, lead educational meetings, and close strategic partnerships nationwide, leveraging WE resources, equity compensation planning, and tax-aware strategies.

The role requires deep wealth-management expertise, 10+ years in the field, and the ability to travel up to 75% across NY/NJ/CT.

Qualifications

• Bachelor's degree in Business, Finance, Economics or related field.
• Advanced professional designation such as CFP®, CPA, MBA or CEPA®.
• 10+ years of wealth management experience with business development/sales.
• Deep expertise serving high-net-worth clients and sophisticated compensation planning.

Responsibilities

• Develop relationships with corporate partners and C-suite to establish trust and credibility.
• Educate and present WE resources, value proposition and services.
• Source prospects and close strategic partnerships nationwide.
• Engage in regular corporate education meetings and events.
• Collaborate with WE advisors across the country to fulfill client needs.

Skills

Relationship management

Executive education/presentation

Wealth management

HNW/UHNW client care

Equity compensation planning

Tax-aware financial planning

Sourcing/closing partnerships

RIA model understanding

AI proficiency

Travel readiness

Education

Bachelor's degree in Business, Finance, Economics

CFP®, CPA, MBA, CEPA® or similar

Tools

Salesforce

Workday

Microsoft Office

Job description

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 a Regional Vice President, Corporate Executive Program to join our Partner Programs team. This individual will work directly with corporate executive programs, C-suite executives and employees, and Wealth Enhancement advisors. The primary goal is to educate, close and successfully transition clients to a WE Advisor.

The expected pay range for this RVP position is $305,000 to $425,000+ annually. This range reflects a base salary and variable compensation; the company in good faith believes it would pay in this range for this role at the time of posting. Actual compensation within this range will depend on your qualifications, skills, and credentials, educational and professional experience and actual compensation will depend on your productivity and sales numbers and can be below or exceed the range.

A full benefits suite is offered, including health and dental insurance, 401k retirement plan, paid time off and other benefits.

Job Functions

• Form meaningful and influential relationships with Corporate Partners, C-suite executives, employees and key decision makers to quickly develop credibility as a trusted advisor on tax aware financial planning, equity comp, total rewards packages.
• Conduct corporate executive and employee educational meetings, and events, etc.
• Build intimate knowledge and understand benefit programs.
• Educate on WE’s resources, value proposition, solutions and services.
• Conduct regular presentations on WE’s capabilities.
• Educate and communicate various tax, estate, financial planning, investment strategies and equity comp solutions.
• Source and close prospects.
• Educate c-suite executives on the WE financial, tax/estate planning process.
• Profile and understand prospective client needs.
• Engage and communicate prospective client needs to WE advisor.
• Ability to partner, educate and work with WEG FAs across the country.
• Participate in Wealth Enhancement trainings, educational events, coaching programs, and proficient in advisor/client facing technology.
• Adherence to Wealth Enhancement’s Corporate Communication Strategy and in good compliance standing.

Education/Skill Requirements

• Bachelor's degree in Business, Finance, Economics, or a related field, or equivalent professional experience.
• Advanced professional designation (CFP®, CPA, MBA, CEPA®, or similar).
• 10+ years of wealth management experience, including at least 5 years of business development, sales, or client acquisition experience.
• Deep expertise serving high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.
• Demonstrated expertise in: Equity compensation planning (RSUs, ISOs, NSOs, ESPPs), Concentrated stock and diversification strategies, Tax-aware financial planning.
• Proven ability to build, scale, and grow a business line, platform, specialty offering, or strategic partnership channel.
• Strong understanding of the RIA model and broader wealth management industry.
• FINRA registrations (Series 65 or Series 7/66) or ability to obtain.
• Demonstrated success identifying, sourcing, and closing strategic partnerships and business opportunities.
• Excellent communication, presentation, listening, relationship-building, analytical, and consultative sales skills.
• Proficiency with Microsoft Office Suite; experience with Salesforce and Workday preferred.
• AI Proficiency.
• Experience leveraging AI tools and platforms to drive business outcomes and optimize workflows.
• Resides within the territory (NY/NJ/CT).
• Ability to travel nationally up to 75%.

Comprehensive Benefits Offerings

• 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).

This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700.

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.

Equal Opportunity Employer, including disabled and veterans.

We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status.

This organization participates in E-Verify.

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. Wealth Enhancement Careers