VP, Corporate Executive Program

🕒 il y a 1 mois

Postuler Maintenant

Trouver des Emplois à Distance Similaires

Recevoir des emails pour des emplois à distance

📊 Vérifiez votre score de CV pour ce poste

Améliorez vos chances d'obtenir un entretien en vérifiant votre score de CV avant de postuler.

Télécharger le CV

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

• Lead the design, build, and national rollout of a corporate executive-focused wealth planning platform • Identify and develop national and regional corporate executive planning opportunities • Transform a high-value client segment into a scalable, repeatable revenue engine • Deliver specialized planning solutions to corporate executives with complex equity compensation and liquidity needs • Drive AUM, increase revenue per client, and establish a differentiated market position • Capture and grow revenue across AUM-based portfolio management, planning, and advisory fees, and event-driven opportunities • Train and equip advisors to win and serve executive clients • Develop go-to-market strategies and messaging for executive segments • Establish a centralized specialist team supporting advisors nationwide

🎯 Exigences

• 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

🏖️ Avantages

• 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)