Regional Vice President, CPA Alliances

🕒 Maio 4

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Wealth Enhancement Group

SiteLinkedInTodas as Vagas

501 - 1000 funcionários

Fundada em 1997

💰 $736.300 Funding Round em 2022-02

Em 1997, quatro consultores que compartilhavam um espaço de escritório descobriram que também compartilhavam uma crença essencial: A indústria de serviços financeiros precisava de um novo e melhor método para fornecer conselhos aos clientes — um que ajudaria a aliviar o estresse das vidas financeiras de seus clientes. Eles construíram uma empresa que ofereceria orientação financeira verdadeiramente abrangente, tudo sob o mesmo teto, para que os clientes não tivessem que lidar com o incômodo de gerenciar múltiplos relacionamentos financeiros, tomar decisões complexas ou coordenar contas distintas. Essa ideia evoluiu para o que chamamos de Roundtable™, nossa equipe de especialistas e consultores em seis áreas essenciais de gestão de patrimônio. Acreditamos que essa equipe, juntamente com nosso processo UniFi™ de 3 etapas, ajuda a garantir que sua vida financeira esteja organizada, completa e simplificada, permitindo que você tome decisões com mais confiança e se sinta menos estressado ao gerenciar seu patrimônio. Valores mobiliários oferecidos através da LPL Financial, membro da SIPC (www.SIPC.org). Serviços de consultoria oferecidos através da Wealth Enhancement Advisory Services, um consultor de investimentos registrado. Wealth Enhancement Group e Wealth Enhancement Advisory Services são entidades separadas da LPL Financial.

Descrição

• Identify, prospect, and engage national, regional, and mid-sized CPA firms (5+ CPAs) aligned with the firm’s target client profile • Develop and execute targeted outreach strategies to CPA decision-makers, including Managing Partners, Tax Partners, and Advisory Leaders • Present and position the firm’s referral program, emphasizing client outcomes, revenue opportunity, and compliance integrity • Conduct discovery meetings to assess strategic alignment and long-term partnership potential • Build long-term, trusted relationships with CPA firm leadership and key partners • Serve as the primary liaison between CPA firms and internal advisory and leadership teams • Facilitate onboarding and integration of new CPA partners into the referral ecosystem • Develop joint business development initiatives and co-marketing opportunities • Partner with leadership to refine referral program structure, messaging, and incentives • Track, analyze, and report KPIs including partner acquisition, referral flow, conversion rates, and revenue contribution • Identify accounting industry trends and adapt partnership strategies accordingly • Ensure all referral arrangements comply with SEC and state regulatory requirements

🎯 Requisitos

• Bachelor’s degree in business, finance, economics, or related field • 10+ years of experience in business development or strategic partnerships within financial services, RIA, asset management, CPA firms, or professional services • Demonstrated success sourcing, closing, and growing strategic partnerships • Strong understanding of the RIA model and wealth management industry • Experience engaging CPAs, accounting firms, or professional services organizations • FINRA licenses (Series 7/63/65/66) or willingness to obtain, if applicable • Proficiency with Microsoft Office Suite or similar tools • Familiarity with Salesforce and Workday preferred

🏖️ Benefícios

• Medical and dental insurance • 401(k) • Paid time off • Life and AD&D insurance – employer paid and voluntary options • Short-term and long-term disability, workers compensation – employer paid • 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)