VP, Corporate Executive Program

Vice President, Corporate Executive Program

Lead design, build and national rollout of a corporate executive‑focused wealth planning platform. Responsible for identifying and developing national and regional corporate executive planning opportunities, transforming a high‑value client segment into a scalable, repeatable revenue engine, driving AUM and revenue per client, and establishing a differentiated market position. Remote.

Key Responsibilities

• Design and implement a scalable executive wealth planning offering.
• Develop standardized frameworks for equity compensation planning, tax and liquidity modeling, and diversification strategies for concentrated positions.
• Create repeatable tools, deliverables, and client engagement models.
• Lead execution of high‑margin revenue strategy targeting corporate executives.
• Capture and grow revenue across AUM‑based portfolio management, planning and advisory fees, and event‑driven opportunities (IPO, M&A, secondary sales).
• Identify executive prospects within current HNW client base and advisor relationships.
• Embed specialized expertise into live opportunities to accelerate close rates.
• Partner with CRP/CPA alliances to unlock executive client opportunities.
• Drive near‑term revenue realization while building long‑term infrastructure.
• Train and equip advisors to win and serve executive clients.
• Develop go‑to‑market strategies and messaging for executive segments.
• Support advisors in complex client situations and high‑stakes liquidity events.
• Improve advisor productivity and conversion rates through specialization.
• Establish a centralized specialist team supporting advisors nationwide.
• Expand advisor adoption across the firm.
• Develop corporate partnerships and executive program channels.
• Build a repeatable, enterprise‑wide growth engine.

Education & Skills

• Bachelor's Degree in business, finance, economics or related field.
• 10+ years in wealth management, serving HNW/UHNW clients.
• Demonstrated expertise in equity compensation (RSUs, ISOs, NSOs, ESPPs), concentrated stock and diversification strategies, and tax‑aware financial planning.
• Proven ability to build and scale a new business line, platform or specialty offering.
• Experience leading cross‑functional teams and influencing senior stakeholders.
• FINRA licenses (Series 7/63/65/66) or willingness to obtain if applicable.
• Demonstrated success in sourcing and closing strategic partnerships.
• Strong understanding of the RIA model and wealth management industry.
• Ability to travel nationally as needed.
• Superior verbal and written communication skills.
• Proficient with Microsoft Office Suite; familiarity with Salesforce and Workday preferred.

Benefits

• Health, dental and vision coverage for full‑time employees and families.
• Health Savings Account with employer contribution and Flexible Spending Accounts.
• Life and AD&D insurance – employer paid and voluntary options.
• Short‑term and long‑term disability, workers’ compensation – employer paid.
• 401(k) with match and profit sharing.
• Wellness programs and resources.
• Voluntary benefits including pet insurance.
• 18 days of paid time off (PTO), accruing annually (25 days after 4 years of service).
• 12 paid holidays each year.
• Paid parental leave and paid caregiver leave (available after 6 months of tenure).
• Reimbursement for tuition, licensing and other credentials after meeting service requirements.

Equal Opportunity Employer

Wealth Enhancement is an Equal Opportunity Employer, including disabled and veterans. This organization participates in E‑Verify.