VP, Corporate Executive Program

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

📋 Description

• Spearhead the design, development, and nationwide implementation of a wealth planning platform tailored for corporate executives.

• Identify and cultivate planning opportunities for corporate executives at both national and regional levels.

• Convert a high-value client demographic into a scalable and repeatable source of revenue.

• Provide specialized planning solutions for corporate executives with intricate equity compensation and liquidity requirements.

• Enhance assets under management (AUM), boost revenue per client, and create a distinct market position.

• Capture and increase revenue through AUM-driven portfolio management, planning and advisory fees, as well as event-driven opportunities.

• Train and empower advisors to attract and effectively serve executive clients.

• Formulate go-to-market strategies and communication for executive segments.

• Create a centralized specialist team to support advisors across the country.

⛳️ Requirements

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

• Over 10 years of experience in wealth management, particularly with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.

• Proven expertise in: Equity compensation (RSUs, ISOs, NSOs, ESPPs), concentrated stock and diversification strategies, and tax-aware financial planning.

• Demonstrated success in establishing and scaling a new business line, platform, or specialized offering.

• Experience in leading cross-functional teams and influencing senior stakeholders.

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

• Proven track record in sourcing and finalizing strategic partnerships.

• Strong understanding of the Registered Investment Advisor (RIA) model and the wealth management industry.

• Ability to travel nationally as required.

• Excellent verbal and written communication skills.

• Proficient in Microsoft Office Suite or similar software.

• Familiarity with Salesforce and Workday is preferred.

🏝️ Benefits

• Medical, dental, and vision coverage (available to full-time employees and their families).

• Health Savings Account (HSA) with employer contributions and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses.

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

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

• 401(k) plan with matching contributions 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 predetermined 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).