Job Overview
Location
Remote
Job Type
Full-time
Category
HR & Recruiting
Date Posted
May 5, 2026
Full Job Description
đź“‹ Description
- • The VP, Corporate Executive Program will lead the design, build, and national rollout of a corporate executive-focused wealth planning platform, 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.
- • Day to day, the role involves designing and implementing a scalable executive wealth planning offering, developing standardized frameworks for equity compensation planning, tax and liquidity modeling, and diversification strategies, creating repeatable tools and client engagement models, leading execution of high-margin revenue strategies, activating existing pipeline opportunities, training and equipping advisors, and establishing a centralized specialist team to support nationwide advisor adoption.
- • Wealth Enhancement Group, LLC is an independent wealth management firm serving over 80,000 households across 140+ offices nationwide, known for its personalized financial planning through the Roundtable and UniFi processes, with a mission to enrich clients’ lives through specialized knowledge and attentive service since 1997.
- • In this role, the individual will drive AUM growth, increase revenue per client, establish a differentiated market position, build and scale a new business line, develop cross-functional leadership skills, and gain deep expertise in corporate executive wealth planning while shaping a national platform expected to scale by 2027+.
🎯 Requirements
- • Bachelor's Degree in business, finance, economics or related field
- • 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, 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
🏖️ Benefits
- • Medical, dental and vision coverage for employees and families
- • 401k with employer match and profit sharing
- • 18 days of paid time off (PTO) annually, increasing to 25 days after 4 years of service
- • Paid parental leave and paid caregiver leave (available after 6 months of tenure)
- • Reimbursement for tuition, licensing, and other credentials after meeting service requirements
- • Wellness programs and resources, including voluntary benefits like pet insurance
Skills & Technologies
About Wealth Enhancement Group, LLC
Wealth Enhancement Group provides integrated financial planning and investment management services to individuals, families, and businesses. The firm combines portfolio management, tax strategies, estate planning, insurance, and retirement solutions through a team of advisors, CPAs, and attorneys. It operates on a fiduciary basis, managing over $26 billion in client assets from headquarters in Minneapolis and offices nationwide. Services include wealth transfer, business succession, executive compensation, and charitable planning. The company partners with tax and legal professionals to deliver coordinated advice, aiming to optimize clients’ financial outcomes across market cycles and generational transitions.
Subscribe to the weekly newsletter for similar remote roles and curated hiring updates.
Newsletter
Weekly remote jobs and featured talent.
No spam. Only curated remote roles and product updates. You can unsubscribe anytime.
Similar Opportunities
Precision AQ, LLC
23 days ago
Hangar Aviation Technologies, Inc.
2 months ago
Precision Medicine Group
23 days ago