Vice President

PCM Encore; United States; Remote; USD 500,000 - 1,000,000; Full time

Benefits offered by this job

Fully remote work from anywhere in the

Direct access to founders

High earnings potential

Equity opportunities

Job summary

PCM Encore is seeking exceptional business development professionals to help build a fast-growing wealth management platform. The Vice President of BD Advisors will drive national growth with a heavy inbound lead flow, leveraging equity opportunities and ownership in a remote-capable role from anywhere in the United States.

The role emphasizes high activity, consultative sales, and building trusted relationships with affluent clients, with significant earnings potential and direct access to

Qualifications

• Series 65/66 is required.
• Proven success in business development, consultative sales, wealth management, or related industries.
• Ability to manage high activity levels while maintaining client engagement.
• Excellent verbal communication and presentation skills.

Responsibilities

• Participate in high-velocity client meetings and move opportunities through the sales funnel.
• Conduct discovery meetings with qualified prospects across the United States.
• Manage a heavy inbound pipeline from digital marketing efforts and convert opportunities into clients.
• Develop and present portfolio concepts and wealth-management solutions to prospective clients.
• Collaborate with leadership and cross-functional teams to optimize processes and client experience.

Skills

Series 65/66

High activity

Consultative sales

Client engagement

Tools

Salesforce

eMoney

Five9

Slack

Job description

PCM Encore is seeking exceptional business development professionals who are energized by competition, motivated by performance, and eager to help build one of the fastest-growing wealth management platforms in the country.

About PCM Encore

Help Build the Wealth Management Firm of the Future.

What if you could combine the resources of a leading wealth management institution, the technology of a Silicon Valley startup, and an ownership opportunity in a rapidly growing firm founded by a proven entrepreneur? That's what we’re building at PCM Encore.

PCM Encore is a rapidly growing, founder-led wealth management firm and multi-family office. In less than two years, we’ve grown to more than $2 billion in client assets by combining sophisticated investment management, tax strategy, family office services, and a technology-driven approach to client acquisition and service.

Technology Is at the Center of Everything We Do

We believe the wealth management industry is on the verge of a fundamental transformation driven by artificial intelligence, automation, and better software. Most wealth management firms rely on legacy technology and processes that haven’t meaningfully changed in decades. We’re building something different. Our advisors work alongside software engineers, investment professionals, and entrepreneurs to develop proprietary technology designed to eliminate repetitive work, improve client outcomes, and dramatically increase advisor productivity.

Our ambition is simple: Give exceptional wealth management professionals the technology and resources to accomplish more than they could anywhere else. We want our people spending less time on administrative tasks and more time doing what matters: solving complex problems, building client relationships, and delivering exceptional advice.

PCM Encore was founded by Mike Paulus, former Founding President of Addepar and co-founder of Assurance IQ. Mike helped build Addepar into one of the wealth management industry’s leading technology platforms before co-founding Assurance IQ, which was acquired by Prudential for $2.35 billion. Today, we’re bringing that same entrepreneurial approach to wealth management. We’re combining Silicon Valley’s approach to technology, talent, and innovation with the sophistication and personal relationships that define exceptional wealth management.

An Institutional-Quality Platform Without the Bureaucracy

Through our strategic relationship with Morgan Stanley and Graystone Consulting, led by Mark Curtis, our clients benefit from sophisticated investment capabilities and institutional resources. Our platform combines traditional wealth management with advanced tax planning, proprietary investment opportunities, accounting, and comprehensive family office services. We believe advisors should have access to exceptional resources without sacrificing the agility, autonomy, and personal service of an independent firm.

Build Equity, Not Just a Career

At most established wealth management firms, you’re helping build someone else’s business. At PCM Encore, we want our employees to participate directly in the value they help create. Our compensation philosophy includes broad-based equity ownership and revenue-sharing opportunities, aligning our team’s success with the long‑term growth of the firm. We’re looking for ambitious people who want more than a conventional career path. People who want to take ownership, influence how the business operates, and help build something that could become one of the defining wealth management companies of the next generation.

Why Join Now?

• We’ve already demonstrated significant early traction, growing to more than $2 billion in client assets in under 24 months.
• We’re investing in technology, expanding our capabilities, and assembling a team of exceptional professionals who want to rethink how wealth management works.
• Joining now means having a meaningful voice in how the company develops, working directly with its founders, and participating in the growth of a business with substantial ambitions.
• We’re not looking for people who simply want to work at another wealth management firm. We’re looking for people who want to help build a better one.

The Opportunity

We are hiring Vice President BD Advisors to help scale our national growth platform. This is a high-volume, inbound-focused business development role designed for competitive sales professionals who excel at executing repeatable processes, managing activity at scale, and converting qualified opportunities into long-term client relationships. Unlike traditional advisor recruiting or prospecting roles, this position is supported by a substantial inbound digital marketing engine.

You will engage qualified prospective clients primarily through Zoom and phone conversations, helping them evaluate PCM Encore's wealth management and family office capabilities. This role offers significant income potential and the opportunity to directly influence the evolution of a rapidly growing national acquisition platform.

Key Responsibilities

Client Acquisition & Business Development

• Participate in approximately 8–12 client meetings per day once fully ramped
• Conduct introductory and discovery meetings with qualified prospective clients across the United States
• Manage a high-volume pipeline of inbound opportunities generated through digital marketing initiatives
• Guide prospects through the sales process from initial engagement through onboarding
• Build trust-based relationships with prospective clients and serve as a knowledgeable ambassador for the firm
• Consistently achieve and exceed activity, conversion, and revenue targets

Client Consultation

• Evaluate client financial situations, objectives, and investment needs
• Develop and present illustrative portfolio recommendations and planning concepts
• Communicate the value proposition of wealth management and family office services in a compelling manner
• Partner with internal stakeholders to deliver a best-in-class client experience

Process Optimization

• Leverage CRM, communication, and planning technologies to manage workflows efficiently
• Utilize data and performance metrics to improve conversion rates and client outcomes
• Manage phone, Zoom, email, and follow-up communications throughout the prospect journey
• Construct sample client portfolios and recommendation materials
• Maintain detailed records within CRM and planning systems
• Collaborate regularly with leadership and cross-functional teams

Qualifications

Required

• Series 65/66
• Demonstrated success in business development, consultative sales, wealth management, financial services, or related industries
• Strong ability to manage high activity levels while maintaining exceptional client engagement
• Proven track record of exceeding performance expectations in a structured, metrics-driven environment
• Excellent verbal communication and presentation skills
• High level of professionalism, organization, and personal accountability
• Comfort using technology platforms to drive efficiency and client outcomes

Preferred

• CAIA, CIMA, or other similar designation
• Experience in wealth management, RIAs, family offices, private banking, insurance, asset management, or financial advisory environments
• FINRA licenses and/or investment industry credentials
• Familiarity with Salesforce, eMoney, Five9, Slack, and related technology tools

What Success Looks Like

Top performers in this role:

• Operate with urgency, discipline, and consistency
• Excel in high-velocity prospect engagement environments
• Leverage data and process to improve outcomes
• Build credibility quickly with affluent and high-net-worth clients
• Consistently convert opportunities into long-term client relationships

Why Join PCM Encore?

• Massive inbound lead flow with no cold prospecting requirement
• Fully remote work environment from anywhere in the United States
• Direct access to founders and executive leadership
• Opportunity to help shape a rapidly growing national wealth platform
• Significant earnings potential, including opportunities for top performers to exceed $500,000–$1,000,000+ annually
• Potential participation in long-term equity and value-creation opportunities

*If you have your Series 65 or 66, please select "Yes" to both license/certification questions in the application process.