Regional Vice President, New Client Development

Wealth Enhancement; North Carolina; Remote; USD 80,000 - 150,000; Full time

Job summary

An established industry player is seeking a dynamic Regional Vice President to enhance client acquisition and drive growth in North Carolina. This remote opportunity involves collaborating with marketing and financial advisory teams to attract high-net-worth clients through strategic outreach. The ideal candidate will possess extensive experience in business development within the wealth management sector, showcasing exceptional relationship management and consultative skills. Join a forward-thinking firm dedicated to enriching clients' lives with personalized financial solutions and enjoy a comprehensive benefits package that supports professional growth and work-life balance.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401(k) Plan

Paid Time Off

Tuition Reimbursement

Wellness Programs

Qualifications

• 7+ years in business development/sales in investment management.
• Strong consultative questioning and solution-offering skills.

Responsibilities

• Drive revenue by acquiring new clients and increasing assets under management.
• Support financial advisory teams in client service and retention.

Skills

Business Development

Sales Skills

Wealth Management Knowledge

Financial Planning

Relationship Management

Analytical Skills

Communication Skills

Organizational Skills

Education

Bachelor's Degree in Business

CFP Certification

Tools

Salesforce

Job description

Regional Vice President, New Client Development

Join to apply for the Regional Vice President, New Client Development role at Wealth Enhancement.

About Wealth Enhancement
Wealth Enhancement is an independent wealth management firm passionate about enriching our clients' lives. We specialize in personalized financial planning with our team-based Roundtable and UniFi processes, serving over 75,000 households nationwide from more than 100 offices.

Since 1997, we have set high standards in wealth management through specialized knowledge and attentive service. For more information, visit www.wealthenhancement.com.

We are seeking a Regional Vice President, New Client Development to join our team in North Carolina. This remote role supports local financial advisory teams, focusing on acquiring new clients with investable assets over $500,000 via direct marketing channels. The ideal candidate is energetic, entrepreneurial, and experienced in wealth management, financial planning, and business development.

Primary Job Functions

1. Develop

• Collaborate with marketing to ensure accurate presentation and tracking; maintain and update pitch decks and related materials.
• Drive revenue by differentiating WEG’s offerings, acquiring new clients, increasing assets under management, and educating clients through presentations.
• Utilize WEG’s planning structure to close mid- and high-net-worth cases.

1. Support Financial Advisory Teams

• Assist teams in growing local presence while maintaining client service and retention standards.
• Proactively identify and qualify high-net-worth prospects through direct marketing channels.
• Meet with prospective clients, understand their financial needs, and present WEG’s value proposition.
• Support the creation, delivery, and management of complex financial plans and investment recommendations.
• Ensure ongoing client service post-closure and transition.

Qualifications

• 7+ years in business development/sales within investment management or financial advisory, with proven relationship management skills (experience with Schwab, Fidelity, or Scottrade preferred).
• 4-year degree in business, finance, marketing, or related field.
• Strong wealth management and financial advisory knowledge.
• Successful track record of obtaining referrals and converting them into new business.
• Excellent sales, consultative questioning, and solution-offering skills.
• Strategic planning and selling experience.
• Willingness to travel up to 50% in the assigned market.
• Experience with CRM systems (Salesforce preferred).
• Excellent communication, presentation, listening, and analytical skills.
• Strong organizational skills in high-volume environments.
• FINRA Series 65 or 66 required; CFP preferred.

Benefits

We offer comprehensive benefits focusing on health, financial well-being, professional development, and work/life balance, including:

• Training, medical, dental, vision, HSA, FSA, life and disability insurance, 401(k), wellness programs, paid time off, holidays, parental and caregiver leave, tuition reimbursement, and voluntary benefits.

For accommodations during the application process, contact HR at 763-417-1700. All information is confidential, and we are an equal opportunity employer participating in E-Verify.