Lead the design, build, and national rollout of a corporate executive-focused wealth planning platform
Identify and develop national and regional corporate executive planning opportunities
Transform a high-value client segment into a scalable, repeatable revenue engine
Deliver specialized planning solutions to corporate executives with complex equity compensation and liquidity needs
Drive AUM, increase revenue per client, and establish a differentiated market position
Capture and grow revenue across AUM-based portfolio management, planning, and advisory fees, and event-driven opportunities
Train and equip advisors to win and serve executive clients
Develop go-to-market strategies and messaging for executive segments
Establish a centralized specialist team supporting advisors nationwide

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

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)

VP, Corporate Executive Program

Key skills