Regional Vice President, Corporate Executive Program

About the role

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.

Responsibilities

• 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

Qualifications

• 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 identifying, sourcing, and closing strategic partnerships and business opportunities
• Excellent communication, presentation, listening, relationship-building, analytical, and consultative sales skills
• Proficiency with Microsoft Office Suite; experience with Salesforce and Workday preferred
• AI Proficiency: Experience leveraging AI tools and platforms to drive business outcomes and optimize workflows
• Resides within the territory (NY/NJ/CT)
• Ability to travel nationally up to 75%

Benefits

• Training and professional development
• 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)