Regional Vice President, CPA Alliances

📋 Description

• Identify, target, and engage national, regional, and mid-sized CPA firms (5+ CPAs) that align with the firm’s preferred client profile.

• Develop and implement focused outreach strategies aimed at CPA decision-makers, including Managing Partners, Tax Partners, and Advisory Leaders.

• Present and advocate for the firm’s referral program, highlighting client outcomes, revenue potential, and compliance integrity.

• Conduct discovery meetings to evaluate strategic alignment and the potential for long-term partnerships.

• Foster long-lasting, trusted relationships with the leadership of CPA firms and key partners.

• Act as the main point of contact between CPA firms and internal advisory and leadership teams.

• Support the onboarding and integration of new CPA partners into the referral ecosystem.

• Create joint business development initiatives and co-marketing opportunities.

• Collaborate with leadership to enhance the structure, messaging, and incentives of the referral program.

• Monitor, analyze, and report on key performance indicators (KPIs) including partner acquisition, referral flow, conversion rates, and revenue contributions.

• Identify trends in the accounting industry and adjust partnership strategies accordingly.

• Ensure that all referral agreements adhere to SEC and state regulatory requirements.

⛳️ Requirements

• Bachelor’s degree in business, finance, economics, or a related field.

• Over 10 years of experience in business development or strategic partnerships within financial services, RIA, asset management, CPA firms, or professional services.

• Proven track record in sourcing, closing, and expanding strategic partnerships.

• Strong comprehension of the RIA model and the wealth management sector.

• Experience in engaging with CPAs, accounting firms, or professional service organizations.

• FINRA licenses (Series 7/63/65/66) preferred or a willingness to obtain them if applicable.

• Proficiency in Microsoft Office Suite or similar software.

• Familiarity with Salesforce and Workday is preferred.

🏝️ Benefits

• Medical and dental insurance.

• 401(k) plan.

• Paid time off.

• Life and AD&D insurance – with employer-paid and voluntary options.

• Employer-paid short-term and long-term disability, as well as workers compensation.

• Wellness programs and resources.

• Optional 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 employment).

• Reimbursement for tuition, licensing, and other credentials (available after meeting service requirements).