Vice President, Executive Planning Consultant - South Atlantic 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 a primary financial advisor for senior executives
• Develop personalized financial plans integrating workplace benefits
• Drive client engagement and business growth
• Present executive services offerings during business reviews
• Cultivate new business opportunities through various channels
• Identify strategies to expand client relationships
• Provide ongoing consultation and relationship management

Qualifications

• Series 7 and Series 66 licenses required
• Bachelor’s degree required
• Certified Financial Planner (CFP) designation preferred
• Minimum of 10 years of experience in investment sales and financial planning
• Strong background in managing high-net-worth client relationships
• Willingness to travel up to 50% of the time
• Strategic thinker with exceptional communication skills

Pay

$96,000 – $210,000 annually

Benefits

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