VP, Corporate Executive Program

📋 Description

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

• Identify and create corporate executive planning opportunities at both national and regional levels.

• Convert a high-value client demographic into a scalable and repeatable revenue generation model.

• Provide specialized planning solutions for corporate executives facing complex equity compensation and liquidity challenges.

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

• Capture and expand revenue through AUM-based portfolio management, planning, advisory fees, and event-driven opportunities.

• Train and equip advisors to effectively acquire and serve executive clients.

• Develop marketing strategies and messaging tailored for executive segments.

• Create a centralized team of specialists 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, with a strong focus on serving 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 capability to build and scale a new business line, platform, or specialized offering.

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

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

• Proven track record in sourcing and finalizing strategic partnerships.

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

• Willingness to travel nationally as required.

• Exceptional verbal and written communication skills.

• Proficient in Microsoft Office Suite or comparable 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 transportation expenses.

• Life and accidental death & dismemberment (AD&D) insurance – both employer-paid and voluntary options available.

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

• 401(k) plan with matching contributions and profit sharing.

• Access to wellness programs and resources.

• Optional benefits, including pet insurance.

• 18 days of paid time off (PTO) accrued annually (25 PTO days after four years of service).

• 12 paid holidays each year (10 fixed holidays and 2 floating holidays).

• Paid parental leave and paid caregiver leave (caregiver leave available after six months of tenure).

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