Vice President, Executive Planning Consultant - Northeast Market

Remote – US based candidates only, no visa sponsorship available.

About the role

This role will own compensation, benefits, and rewards programs that help attract, retain, and motivate talent at scale. You will partner with sales leadership, HR centers of excellence, and cross-functional stakeholders to align talent priorities with commercial execution. The position offers the opportunity to strengthen pay practices, improve program governance, and create more consistent outcomes across the organization within a regulated financial services environment.

Responsibilities

• Serve as primary relationship manager for executive clients
• Provide personalized financial planning and investment guidance
• Integrate workplace benefits into comprehensive financial plans
• Drive client engagement and business growth through presentations
• Cultivate new opportunities through referrals and seminars
• Manage relationships with high-net-worth clients
• Assess clients' financial needs and recommend tailored solutions

Qualifications

• Series 7 and Series 66 licenses required
• Ability to obtain an insurance license within six months
• Bachelor's degree required
• Certified Financial Planner (CFP) designation preferred
• Minimum 10 years of experience in investment sales and financial planning
• Strong track record of sales success in financial services
• Exceptional communication and interpersonal skills

Pay

$96,000 – $210,000 annually

Benefits

• Comprehensive health care coverage
• Emotional well-being support
• Market-leading retirement plans
• Generous paid time off and parental leave
• Charitable giving employee match program
• Educational assistance including student loan repayment and tuition reimbursement