[Hiring] Vice President, Corporate Executive Program @Wealth Enhancement Group

Role Description

We have an exciting opportunity for a 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 be responsible for identifying and developing national and regional corporate executive planning opportunities. This role is responsible for transforming 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. This is a strategic growth mandate focused on driving AUM, increasing revenue per client, and establishing a differentiated market position. This is a remote position.

• Building and leading the executive planning platform
• Design and implement a scalable executive wealth planning offering
• Develop standardized frameworks for:
  • Equity compensation planning
  • Tax and liquidity modeling
  • Diversification strategies for concentrated positions
• Create repeatable tools, deliverables, and client engagement models
• Drive revenue and growth monetization
• 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
  • Develop corporate partnerships and executive program channels
  • Build a repeatable, enterprise-wide growth engine

Qualifications

• 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

Benefits

• 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)