Regional Vice President, Partner Programs

Job Overview

The Regional Vice President (Partner Programs) is a business development role working directly with our custodial partners, prospective clients, and WEG advisors in an assigned territory. The primary goal is to close and successfully transition clients to a WEG Advisor. This role offers an excellent growth opportunity with a high‑performing team, a remote work environment, and a focused territory of central/northern New Jersey.

Candidates should reside within the territory.

The expected pay range, in the first year, is $225,000 – $250,000 annually. This range includes a base salary and variable compensation and is determined by national survey data, tenure, performance, and geographic location. Actual compensation may vary based on qualifications, skills, credentials, experience, productivity, and sales performance.

• Manage relationships with Schwab and Fidelity Financial Consultants and Branch Managers.
• Participate in sponsored events, branch meetings, client events, and other outreach.
• Educate on WEG’s resources, value proposition, solutions, and services.
• Conduct regular presentations on WEG’s capabilities.
• Educate and communicate various investment strategies and solutions.
• Source and close prospects.
• Educate custodial clients on the WEG financial planning process.
• Profile and understand prospective client needs.
• Engage and communicate prospective client needs to WEG advisors.
• Partner, educate, and work with WEG FAs across the country.
• Participate in Wealth Enhancement trainings, educational events, coaching programs, and be proficient in advisor/client‑facing technology.
• Adhere to Wealth Enhancement’s Corporate Communication Strategy and maintain good compliance standing.

• Bachelor’s Degree (or equivalent experience) in business, finance, economics, or a related field.
• Series 65 or qualifying designation such as CFP or CFA.
• 5+ years of experience with sales in the wealth management industry.
• Excellent communication, presentation, listening, and analytical skills.
• Advanced designation preferred.
• Ability to travel within the territory.
• Must have a clean U4 with no disclosures.

• Health and dental insurance.
• 401(k) retirement plan with employer match.
• Paid time off.
• Medical, dental, and vision coverage (available to full‑time employees and their families).
• Health Savings Account (HSA) with employer contribution.
• 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.
• Wellness programs and resources.
• Voluntary benefits, including pet insurance.
• 18 days of paid time off (PTO), accruing annually (25 PTO days after 4 years of service).
• 12 paid holidays each year (10 predetermined 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).

Equal Opportunity Employer, including disabled and veterans. This organization participates in E‑Verify.