{"id":1161145,"url":"https://alion.io/job/wealth-enhancement-group-regional-vice-president-corporate-executive-program","title":"Regional Vice President, Corporate Executive Program","company":{"id":708259,"name":"Wealth Enhancement Group","domain":"wealthenhancement.com","url":"https://alion.io/company/wealth-enhancement-group","size_band":"1001-5000","is_staffing_agency":false,"is_intermediary":false,"ats_vendor":"Workday","truth_index":{"grade":"B","score":75,"open_postings":11,"ghost_share":0,"stale_share":1,"repost_share":0,"time_to_fill_p50_days":31,"computed_at":"2026-09-24T05:45:00Z"}},"role":"Finance","role_family":"Finance","seniority":"head","employment_type":"full_time","work_mode":"remote","remote_scope":"stated_countries","hiring_geo_confidence":"structured","locations":["New York, United States"],"countries":["US"],"hiring_countries":["US"],"hiring_countries_total":1,"salary":{"min":305000,"max":425000,"currency":"USD","period":"year","gross":null,"usd_annual":425000},"salary_estimate":null,"experience_years_min":10,"visa_sponsorship":false,"relocation_package":false,"has_equity":true,"technologies":[{"name":"Microsoft Office","optional":false}],"status":"live","first_seen_at":"2026-09-23T23:50:03Z","employer_posted_date":"2026-09-23","last_verified_at":"2026-09-24T06:04:27Z","board_verified":true,"closed_at":null,"days_open":0,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":0},"description":"About Wealth Enhancement\nWealth 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 90,000 households from our over 175 offices - and growing - nationwide.\nSince 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.\nWe have an exciting opportunity for a Regional Vice President, Corporate Executive Program to join our Partner Programs team. This individual will work directly with corporate executive programs, C-suite executives and employees, and Wealth Enhancement advisors. The primary goal is to educate, close and successfully transition clients to a WE Advisor.\nThe expected pay range for this RVP position is $305,000 to $425,000+ annually. This range reflects a base salary and variable compensation; the company in good faith believes it would pay in this range for this role at the time of posting. Actual compensation within this range will depend on your qualifications, skills, and credentials, educational and professional experience and actual compensation will depend on your productivity and sales numbers and can be below or exceed the range. A full benefits suite is offered, including health and dental insurance, 401k retirement plan, paid time off and other benefits.\nJob Functions\nForm meaningful and influential relationships with Corporate Partners, C-suite executives, employees and key decision makers to quickly develop credibility as a trusted advisor on tax aware financial planning, equity comp, total rewards packages.\nConduct corporate executive and employee educational meetings, and events, etc.\nBuild intimate knowledge and understand benefit programs\nEducate on WE’s resources, value proposition, solutions and services\nConduct regular presentations on WE’s capabilities\nEducate and communicate various tax, estate, financial planning, investment strategies and equity comp solutions\nSource and close prospects\nEducate c-suite executives on the WE financial, tax/estate planning process\nProfile and understand prospective client needs\nEngage and communicate prospective client needs to WE advisor\nAbility to partner, educate and work with WEG FAs across the country\nParticipate in Wealth Enhancement trainings, educational events, coaching programs, and proficient in advisor/client facing technology\nAdherence to Wealth Enhancement’s Corporate Communication Strategy and in good compliance standing\nEducation/Skill Requirements\nBachelor's degree in Business, Finance, Economics, or a related field, or equivalent professional experience\nAdvanced professional designation (CFP®, CPA, MBA, CEPA®, or similar) \n10+ years of wealth management experience, including at least 5 years of business development, sales, or client acquisition experience \nDeep expertise serving high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients\nDemonstrated expertise in: Equity compensation planning (RSUs, ISOs, NSOs, ESPPs)\nConcentrated stock and diversification strategies\nTax-aware financial planning\n\nProven ability to build, scale, and grow a business line, platform, specialty offering, or strategic partnership channel\nStrong understanding of the RIA model and broader wealth management industry\nFINRA registrations (Series 65 or Series 7/66) or ability to obtain\nDemonstrated success identifying, sourcing, and closing strategic partnerships and business opportunities\nExcellent communication, presentation, listening, relationship-building, analytical, and consultative sales skills\nProficiency with Microsoft Office Suite; experience with Salesforce and Workday preferred\nAI ProficiencyExperience leveraging AI tools and platforms to drive business outcomes and optimize workflows\n\nResides within the territory (NY/NJ/CT)\nAbility to travel nationally up to 75%\nComprehensive Benefits Offerings\nOur 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:\nTraining and professional development\n\nMedical, dental and vision coverage (Available to full-time employees and their families)\n\nHealth Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses\n\nLife and AD&D insurance - employer paid and voluntary options\n\nShort-term and long-term disability, workers compensation - employer paid\n\n401k with match and profit sharing\n\nWellness programs and resources\n\nVoluntary benefits, including pet insurance\n\n18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)\n\n12 paid holidays each year (10 pre-determined and 2 floating days)\n\nPaid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)\n\nReimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)\n\nShould you need reasonable accommodation when completing the application form or during the selectionprocess, contact the Human Resources Department at 763-417-1700\nInformation provided on this application will be kept confidential and only be shared with those involved in the selection process.\nEqual Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.\nClick the following link to view Federal and E-Verify posters: Link\nOSHA 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.\nWealth 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.","description_format":"text","description_chars":6518,"description_truncated":false,"requirements":{"experience_years_min":10,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["401k plan","Dental insurance","Equity","Parental leave","Professional development","Retirement plans","Wellness"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Financial Services","Banking","Wealth Management"],"lifecycle":[{"event":"open","at":"2026-09-23T23:50:03Z"}],"liveness":{"score":60,"band":"ok","label":"Likely open","p_open":1,"p_active":0.602,"p_room":1,"age_days":0,"expected_fill_days":31,"reasons":["conf:2","stale_co","win:early"],"computed_at":"2026-09-24T05:45:00Z"},"pay":{"stated_usd_annual":425000,"is_top_pay":true},"html_url":"https://alion.io/job/wealth-enhancement-group-regional-vice-president-corporate-executive-program","json_url":"https://alion.io/job/wealth-enhancement-group-regional-vice-president-corporate-executive-program.json","meta":{"generated_at":"2026-09-24T08:14:11Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers"}}