VP, Corporate Executive Program

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm dedicated to enriching the lives of our clients. We specialize in personalized financial planning and offer unique financial plans and investment management services to over 80,000 households from 140 offices nationwide since 1997.

Vice President, Corporate Executive Program

The VP, Corporate Executive Program will lead the design, build, and national rollout of a corporate executive-focused wealth planning platform. They will also identify and develop national and regional corporate executive planning opportunities.

• Transform a high-value client segment into a scalable, repeatable revenue engine by delivering specialized planning solutions to corporate executives with complex equity compensation and liquidity needs.
• Drive revenue and growth monetization by developing standardized frameworks for:
• Equity compensation planning
• Tax and liquidity modeling
• 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
• Event-driven opportunities (IPO, M&A, secondary sales)
• Activate existing pipeline opportunities.
• 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.
• Advisor enablement & Distribution:
• 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.
• Scale the platform nationally (2027+).
• Establish a centralized specialist team supporting advisors nationwide.
• Expand advisor adoption across the firm.
• Build corporate partnerships and executive program channels.
• Build a repeatable, enterprise-wide growth engine.

Education/Skill Requirements

• Bachelor's Degree in business; finance, economics or related
• 10+ years in wealth management, with deep experience serving HNW/UHNW clients
• Demonstrated expertise in:
• Equity compensation (RSUs, ISOs, NSOs, ESPPs)
• Concentrated stock and diversification strategies
• 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 or related software
• Familiarity with Salesforce and Workday preferred

Comprehensive Benefits Offerings

• 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)
• Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)