Regional Vice President, CPA Alliances

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Wealth Enhancement Group

Site WebLinkedInTous les Emplois

501 - 1000 employés

Fondée en 1997

💰 €736 300 Funding Round en 2022-02

En 1997, quatre conseillers partageant un espace de bureau ont découvert qu'ils partageaient également une conviction essentielle : le secteur des services financiers avait besoin d'une nouvelle méthode, plus efficace, pour fournir des conseils aux clients—une méthode qui aiderait à alléger le stress de la vie financière de leurs clients.

Description

• 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

🎯 Exigences

• 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

🏖️ Avantages

• 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)