Vice President, Executive Planning Consultant - West 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

• Act as primary relationship manager for C-suite executives
• Provide personalized financial planning and investment guidance
• Integrate workplace benefits into comprehensive financial plans
• Present executive services offerings during business reviews
• Cultivate new business through referrals and events
• Identify strategies to increase assets under management
• Collaborate with team members to enhance client engagement

Requirements

• Series 7 and 66 licenses required
• Ability to obtain an insurance license within six months
• Bachelor's degree required
• CFP designation preferred
• 10+ years of experience in investment sales and financial planning
• Track record of sales success in financial services
• Strong understanding of client financial needs and tailored investment solutions

Pay

$96,000 – $210,000 annually

Benefits

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