VP, Corporate Executive Program
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 .
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
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Design and implement a scalable executive wealth planning offering
- Develop standardized frameworks for:
- Equity compensation planning
- Tax and liquidity modeling
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Diversification strategies for concentrated positions
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Create repeatable tools, deliverables, and client engagement models
Drive revenue and growth monetization
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Lead execution of high-margin revenue strategy targeting corporate executives
- Capture and grow revenue across:
- AUM-based portfolio management
- Planning and advisory fees
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Event-driven opportunities (IPO, M&A, secondary sales)
Activate existing pipeline opportunities
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Identify executive prospects within current HNW client base and advisor relationships
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Embed specialized expertise into live opportunities to accelerate close rates
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Partner with CRP/CPA alliances to unlock executive client opportunities
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Drive near-term revenue realization while building long-term infrastructure
Advisor enablement & Distribution
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Train and equip advisors to win and serve executive clients
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Develop go-to-market strategies and messaging for executive segments
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Support advisors in complex client situations and high-stakes liquidity events
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Improve advisor productivity and conversion rates through specialization
Scale the platform nationally (2027+)
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Establish a centralized specialist team supporting advisors nationwide
- Expand advisor adoption across the firm
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Develop corporate partnerships and executive program channels
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Build a repeatable, enterprise-wide growth engine
Education/Skill Requirements
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Bachelor's Degree in business; finance, economics or related
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10+ years in wealth management, with deep experience serving HNW/UHNW clients
- Demonstrated expertise in:
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Equity compensation (RSUs, ISOs, NSOs, ESPPs)
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Concentrated stock and diversification strategies
- Tax-aware financial planning
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Proven ability to build and scale a new business line, p