VP, Corporate Executive Program

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Wealth Enhancement Group

Site WebLinkedInTous les Emplois

501 - 1000 employés

Fondée en 1997

💸 Finance

🛡️ Assurance

💰 €736 300 Funding Round en 2022-02

Finance • Insurance

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)