VP, Corporate Executive Program

Vice PresidentVice PresidentFull TimeRemoteLeadTeam 501-1,000Since 1997H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

37 days ago

Salary

0

Seniority

Lead

Bachelor Degree10 yrs expEnglish

Job Description

VP, Corporate Executive Program

Wealth Enhancement Group

• Lead the design, build, and national rollout of a corporate executive-focused wealth planning platform • Identify and develop national and regional corporate executive planning opportunities • Transform a high-value client segment into a scalable, repeatable revenue engine • Deliver specialized planning solutions to corporate executives with complex equity compensation and liquidity needs • Drive AUM, increase revenue per client, and establish a differentiated market position • Capture and grow revenue across AUM-based portfolio management, planning, and advisory fees, and event-driven opportunities • Train and equip advisors to win and serve executive clients • Develop go-to-market strategies and messaging for executive segments • Establish a centralized specialist team supporting advisors nationwide

Job Requirements

  • Bachelor's Degree in business; finance, economics or related
  • 10+ years in wealth management, with deep experience serving HNW/UHNW clients
  • Demonstrated expertise in: Equity compensation (RSUs, ISOs, NSOs, ESPPs) Concentrated stock and diversification strategies 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 or related software.
  • Familiarity with Salesforce and Workday preferred

Benefits

  • 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)

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