Regional Vice President, CPA Alliances

This is a fully remote position, open to applicants in United States.

📋 Description

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

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

• Present and promote the firm’s referral program, highlighting client outcomes, revenue opportunities, and adherence to compliance standards.

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

• Establish enduring, trusted relationships with CPA firm leadership and key partners.

• Act as the main liaison between CPA firms and the internal advisory and leadership teams.

• Oversee the onboarding process 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 referral program's structure, messaging, and incentives.

• Monitor, analyze, and report on KPIs such as partner acquisition, referral flow, conversion rates, and revenue contributions.

• Identify trends within the accounting industry and adjust partnership strategies as needed.

• Ensure all referral agreements comply with 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 in financial services, RIA, asset management, CPA firms, or professional services.

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

• Strong knowledge of the RIA model and the wealth management industry.

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

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

• Proficient in Microsoft Office Suite or similar software.

• Familiarity with Salesforce and Workday is preferred.

🏝️ Benefits

• Medical and dental insurance.

• 401(k).

• Paid time off.

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

• Short-term and long-term disability, workers compensation – employer-paid.

• 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 employment).

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