Regional VP, Exec Programs for C-Suite Clients

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

Benefits offered by this job

Health and dental insurance

401k with match and profit sharing

Paid time off

Life and AD&D insurance

Disability (short/long-term)

Job summary

Wealth Enhancement Group is seeking a Regional Vice President for the Corporate Executive Program to work with corporate executives and WE advisors. You will educate, close and transition clients to a WE Advisor, coordinating with a nationwide team.

Education and experience are essential: a 4-year degree plus CFP/CPA/MBA/CEPA and 10+ years in wealth management, including business development. The role requires travel up to 75% and a strong tax-aware planning focus.

Qualifications

• Bachelor's degree in business, finance, economics, or 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.
• Deep expertise serving high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.
• Demonstrated expertise in equity compensation planning and tax-aware financial planning.
• Proven ability to build, scale, and grow a business line, platform, or strategic partnership.
• 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.

Responsibilities

• Form meaningful relationships with Corporate Partners, C-suite executives, employees and key decision makers.
• Conduct corporate educational meetings and events.
• Educate on WE’s resources, value proposition, solutions and services.
• Source and close prospects; understand prospective client needs.
• Engage WE advisors nationwide; travel up to 75%.

Skills

Wealth management

Business development

Sales experience

Client acquisition

Communication skills

Presentation skills

Relationship building

Equity compensation

Tax-aware planning

FINRA registrations

AI proficiency

Education

Bachelor's degree

CFP designation

CPA designation

MBA or CEPA

Tools

Microsoft Office

Salesforce

Workday

Job description

Wealth Enhancement Group is seeking a Regional Vice President for the Corporate Executive Program to work with corporate executives and WE advisors. You will educate, close and transition clients to a WE Advisor, coordinating with a nationwide team.

Education and experience are essential: a 4-year degree plus CFP/CPA/MBA/CEPA and 10+ years in wealth management, including business development. The role requires travel up to 75% and a strong tax-aware planning focus.