VP, Corporate Executive Program
About reputed company
reputed company is an independent reputed company management firm with an endless passion for enriching the lives of our clients. We continually reputed company to perfect our craft of personalized financial planning with reputed company-based Roundtable and reputed company processes that go far reputed company reputed company approach. We proudly reputed company unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - reputed company.
Since 1997, reputed company has tirelessly raised reputed company of reputed company management with specialized knowledge and more reputed company service that helps every reputed company craft their reputed company. For more information, please visit www.wealthenhancement.com.
We have an exciting opportunity for a Vice President, Corporate Executive Program. The VP, Corporate Executive Program will reputed company the design, build, and national rollout of a corporate executive-reputed company reputed company 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 reputed company reputed company into a reputed company, repeatable reputed company reputed company by delivering specialized planning solutions to corporate executives with reputed company equity compensation and liquidity needs. This is a strategic reputed company mandate reputed company on driving AUM, increasing reputed company per reputed company, and establishing a differentiated market position. This is a remote position.
We select our initial compensation reputed company using national compensation survey data. reputed company we reputed company an offer, we then reputed company in things like tenure, performance, and geographic location to come up with the most accurate numbers. We encourage you to apply and reputed company us with your compensation expectations reputed company you do. We’re big on reputed company conversations, so, let’s have one. A full benefits suite is offered, including health and dental insurance, 401k retirement plan, reputed company time off and other benefits.
Job Functions
Building and leading the executive planning platform
Design and implement a reputed company executive reputed company planning offering
reputed company standardized frameworks for:
Equity compensation planning
Tax and liquidity modeling
Diversification strategies for concentrated positions
Create repeatable tools, deliverables, and reputed company engagement models
Drive reputed company and reputed company monetization
reputed company execution of high-margin reputed company reputed company targeting corporate executives
Capture and grow reputed company across:
AUM-based portfolio management
Planning and advisory fees
Event-driven opportunities (IPO, M&A, secondary sales)
reputed company existing pipeline opportunities
Identify executive prospects reputed company reputed company HNW reputed company reputed company and advisor relationships
reputed company specialized expertise into live opportunities to accelerate reputed company rates
Partner with CRP/CPA alliances to unlock executive reputed company opportunities
Drive near-term reputed company realization while building long-term infrastructure
Advisor enablement & Distribution
Train and reputed company advisors to win and serve executive clients
reputed company go-to-market strategies and messaging for executive segments
Support advisors in reputed company reputed company situations and high-stakes liquidity events
Improve advisor productivity and conversion rates through specialization
reputed company the platform nationally (2027+)
Establish a centralized specialist team supporting advisors reputed company
Expand advisor adoption across the firm
reputed company corporate partnerships and executive program channels
Build a repeatable, reputed company-wide reputed company reputed company
Education/reputed company Requirements
Bachelor's Degree in business; finance, economics or reputed company
10+ years in reputed company 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 reputed company a new business line, platform, or specialty offering
Experience leading cross-functional teams and influencing senior stakeholders
reputed company licenses (Series 7/63/65/66) or willingness to obtain, if applicable.
Demonstrated reputed company in sourcing and closing strategic partnerships.
Strong understanding of the RIA model and reputed company management industry.
Ability to travel nationally as needed.
Superior verbal and written communication skills.
Proficient with reputed company Office Suite or reputed company software.
Familiarity with reputed company and reputed company preferred
Comprehensive Benefits Offerings
Our benefits aim to balance four key reputed company that reputed company life and work meaningful: health and wellness, financial reputed company-being, reputed company development, and work/life reputed company. You may be eligible to participate in the following benefits & development opportunities:
Training and reputed company development
Medical, dental and reputed company 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 reputed company and voluntary reputed company
Short-term and long-term disability, workers compensation – employer reputed company
401k with match and profit sharing
Wellness programs and resources
Voluntary benefits, including pet insurance
18 days of reputed company time off (PTO), accrued annually (25 PTO days after 4 years of service)
12 reputed company holidays reputed company year (10 reputed company-determined and 2 floating days)
reputed company parental leave and reputed company caregiver leave (Caregiver leave available after 6 months of tenure)
Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)
Should you need reasonable accommodation reputed company completing the application reputed company or during the selection process, contact the reputed company Department at 763-417-1700
Information provided on this application will be kept confidential and only be shared with those involved in the selection process. Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.
Click the following reputed company to view Federal and E-Verify posters: reputed company
OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
reputed company may use reputed company intelligence (AI) tools to assist in the initial screening of resumes. reputed company AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, reputed company, religion, sex, national reputed company, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.
Originally posted on Himalayas
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