Regional Vice President, Corporate Executive Program

Location: New York

** About Wealth Enhancement
** Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and Uni Fi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - nationwide.  

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit   We have an exciting opportunity for a Regional Vice President, Corporate Executive Program to join our Partner Programs team. This individual will work directly with corporate executive programs, C-suite executives and employees, and Wealth Enhancement advisors.

The primary goal is to educate, close and successfully transition clients to a WE Advisor.  The expected pay range for this RVP position is $305,000 to $425,000+ annually. This range reflects a base salary and variable compensation; the company in good faith believes it would pay in this range for this role at the time of posting. Actual compensation within this range will depend on your qualifications, skills, and credentials, educational and professional experience and actual compensation will depend on your productivity and sales numbers and can be below or exceed the range.

A full benefits suite is offered, including health and dental insurance, 401k retirement plan, paid time off and other benefits.  
** Job Functions
** Form meaningful and influential relationships with Corporate Partners, C-suite executives, employees and key decision makers to quickly develop credibility as a trusted advisor on tax aware financial planning, equity comp, total rewards packages.
* Conduct corporate executive and employee educational meetings, and events, etc.
* Build intimate knowledge and understand benefit programs
* Educate on WE’s resources, value proposition, solutions and services
* Conduct regular presentations on WE’s capabilities
* Educate and communicate various tax, estate, financial planning, investment strategies and equity comp solutions  Source and close prospects
* Educate c-suite executives on the WE financial, tax/estate planning process
* Profile and understand prospective client needs
* Engage and communicate prospective client needs to WE advisor  Ability to partner, educate and work with WEG FAs across the country  Participate in Wealth Enhancement trainings, educational events, coaching programs, and proficient in advisor/client facing technology    Adherence to Wealth Enhancement’s Corporate Communication Strategy and in good compliance standing  
** Education/Skill Requirements
*** Bachelor's degree in Business, Finance, Economics, or a 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 experience
* Deep expertise serving high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients
* Demonstrated expertise in:  + Equity compensation planning (RSUs, ISOs, NSOs, ESPPs)  + Concentrated stock and diversification strategies  + Tax-aware financial planning
* Proven ability to build, scale, and grow a business line, platform, specialty offering, or strategic partnership channel
* 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…