VP, Corporate Executive Program

Das ist der Job

Equal Opportunity Employer Wealth Enhancement is an Equal Opportunity Employer, including disabled and veterans.

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Key Responsibilities • Design and implement a scalable executive wealth planning offering. • 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. • Establish a centralized specialist team supporting advisors nationwide. • 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. • 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; familiarity with Salesforce and Workday preferred.

Benefits • Health, dental and vision coverage for full‑time employees and families. • 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. • 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. • Paid parental leave and paid caregiver leave (available after 6 months of tenure). • Reimbursement for tuition, licensing and other credentials after meeting service requirements.

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. This organization participates in E‑Verify.