VP, Corporate Executive Program

Das ist der Job

Key Responsibilities Design and implement a scalable executive wealth planning offering.

Darum lohnt es sich

Establish a centralized specialist team supporting advisors nationwide. Experience leading cross‑functional teams and influencing senior stakeholders. Benefits Health, dental and vision coverage for full‑time employees and families.

Voluntary benefits including pet insurance. 18 days of paid time off (PTO), accruing annually (25 days after 4 years of service). 12 paid holidays each year. Vice President, Corporate Executive Program Lead design, build and national rollout of a corporate executive‑focused wealth planning platform.

Responsible for identifying and developing national and regional corporate executive planning opportunities, transforming a high‑value client segment into a scalable, repeatable revenue engine, driving AUM and revenue per client, and establishing a differentiated market position.

Develop standardized frameworks for equity compensation planning, tax and liquidity modeling, and diversification strategies for concentrated positions. Create repeatable tools, deliverables, and client engagement models. Lead execution of high‑margin revenue strategy targeting corporate executives.

Capture and grow revenue across AUM‑based portfolio management, planning and advisory fees, and event‑driven opportunities (IPO, M&A, secondary sales). Identify executive prospects within current HNW client base and advisor relationships. Embed specialized expertise into live opportunities to accelerate close rates.

Partner with CRP/CPA alliances to unlock executive client opportunities. Drive near‑term revenue realization while building long‑term infrastructure. Train and equip advisors to win and serve executive clients. Develop go‑to‑market strategies and messaging for executive segments.

Support advisors in complex client situations and high‑stakes liquidity events. Improve advisor productivity and conversion rates through specialization. Expand advisor adoption across the firm. Develop corporate partnerships and executive program channels. Build a repeatable, enterprise‑wide growth engine.

Education & Skills Bachelor's Degree in business, finance, economics or related field. 10+ years in wealth management, serving HNW/UHNW clients. Demonstrated expertise in equity compensation (RSUs, ISOs, NSOs, ESPPs), concentrated stock and diversification strategies, and tax‑aware financial planning.

Proven ability to build and scale a new business line, platform or specialty offering. 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; familiarity with Salesforce and Workday preferred. Health Savings Account with employer contribution and Flexible Spending Accounts. Life and AD&D insurance – employer paid and voluntary options.

Short‑term and long‑term disability, workers’ compensation – employer paid. 401(k) with match and profit sharing. Wellness programs and resources. Paid parental leave and paid caregiver leave (available after 6 months of tenure). Reimbursement for tuition, licensing and other credentials after meeting service requirements.

Equal Opportunity Employer Wealth Enhancement is an Equal Opportunity Employer, including disabled and veterans. This organization participates in E‑Verify. #J-18808-Ljbffr