The posting
About Wealth Enhancement
Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide.
Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.
We have an exciting opportunity for a Vice President, Corporate Executive Program. The VP, Corporate Executive Program will lead the design, build, and national rollout of a corporate executive-focused wealth planning platform. They will also be responsible for identifying and developing national and regional corporate executive planning opportunities. This role is responsible for transforming a high-value client segment into a scalable, repeatable revenue engine by delivering specialized planning solutions to corporate executives with complex equity compensation and liquidity needs. This is a strategic growth mandate focused on driving AUM, increasing revenue per client, and establishing a differentiated market position. This is a remote position.
We select our initial compensation target using national compensation survey data. When we make an offer, we then factor in things like tenure, performance, and geographic location to come up with the most accurate numbers. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one. A full benefits suite is offered, including health and dental insurance, 401k retirement plan, paid time off and other benefits.
Job Functions
Building and leading the executive planning platform
- Design and implement a scalable executive wealth planning offering
- Develop standardized frameworks for:
- Equity compensation planning
- Tax and liquidity modeling
- Diversification strategies for concentrated positions
- Create repeatable tools, deliverables, and client engagement models
Drive revenue and growth monetization
- Lead execution of high-margin revenue strategy targeting corporate executives
- Capture and grow revenue across:
- AUM-based portfolio management
- Planning and advisory fees
- Event-driven opportunities (IPO, M&A, secondary sales)
Activate existing pipeline opportunities
- 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
Advisor enablement & Distribution
- 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
Scale the platform nationally (2027+)
- 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/Skill Requirements
- Bachelor's Degree in business; finance, economics or related
- 10+ years in wealth management, with deep experience serving HNW/UHNW clients
- Demonstrated expertise in:
- Equity compensation (RSUs, ISOs, NSOs, ESPPs)
- Concentrated stock and diversification strategies
- 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 or related software.
- Familiarity with Salesforce and Workday preferred
#LI-TO1
#LI-REMOTE
Comprehensive Benefits Offerings
Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:
- Training and professional development
- Medical, dental and vision coverage (Available to full-time employees and their families)
- Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
- Life and AD&D insurance – employer paid and voluntary options
- Short-term and long-term disability, workers compensation – employer paid
- 401k with match 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 pre-determined 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)
Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700
Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.
Click the following link to view Federal and E-Verify posters: Link
OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.
