VP, Corporate Executive Program
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Job Description
VP leading design and rollout of wealth planning platform for corporate executives at Wealth Enhancement. Transforming high-value clients into a scalable revenue engine focused on AUM and specialized planning solutions.
Responsibilities:
- 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
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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