Regional Vice President, CPA Alliances
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Job Description
Regional Vice President driving growth by building CPA partnerships for Wealth Enhancement. Focused on developing referrals and enhancing associated wealth management services.
Responsibilities:
- Identify, prospect, and engage national, regional, and mid-sized CPA firms (5+ CPAs) aligned with the firm’s target client profile
- Develop and execute targeted outreach strategies to CPA decision-makers, including Managing Partners, Tax Partners, and Advisory Leaders
- Present and position the firm’s referral program, emphasizing client outcomes, revenue opportunity, and compliance integrity
- Conduct discovery meetings to assess strategic alignment and long-term partnership potential
- Build long-term, trusted relationships with CPA firm leadership and key partners
- Serve as the primary liaison between CPA firms and internal advisory and leadership teams
- Facilitate onboarding and integration of new CPA partners into the referral ecosystem
- Develop joint business development initiatives and co-marketing opportunities
- Partner with leadership to refine referral program structure, messaging, and incentives
- Track, analyze, and report KPIs including partner acquisition, referral flow, conversion rates, and revenue contribution
- Identify accounting industry trends and adapt partnership strategies accordingly
- Ensure all referral arrangements comply with SEC and state regulatory requirements
Requirements:
- Bachelor’s degree in business, finance, economics, or related field
- 10+ years of experience in business development or strategic partnerships within financial services, RIA, asset management, CPA firms, or professional services
- Demonstrated success sourcing, closing, and growing strategic partnerships
- Strong understanding of the RIA model and wealth management industry
- Experience engaging CPAs, accounting firms, or professional services organizations
- FINRA licenses (Series 7/63/65/66) or willingness to obtain, if applicable
- Proficiency with Microsoft Office Suite or similar tools
- Familiarity with Salesforce and Workday preferred
Benefits:
- Medical and dental insurance
- 401(k)
- Paid time off
- Life and AD&D insurance – employer paid and voluntary options
- Short-term and long-term disability, workers compensation – employer paid
- 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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