Regional Vice President, Partner Programs
Manage relationships with custodial partners and branch managers to educate them on firm resources and value propositions. Source and close prospective clients while transitioning them to internal advisors.
Wealth Enhancement Group
Remote Job Openings at Wealth Enhancement Group (18)
Facilities Specialist
The Facilities Specialist plans and manages space planning, renovations, and branch office build-outs while overseeing vendor relationships. They are also responsible for managing facility budgets and ensuring branch office space utilization efficiency.
Office Inspection Analyst
The Office Inspection Analyst conducts risk-based onsite and virtual inspections of branch locations to ensure compliance with regulatory requirements and firm policies. They identify compliance risks, document findings, and partner with stakeholders to implement corrective action plans.
Trading Analyst
The Trading Analyst is responsible for managing account trading processes, including executing trades, processing withdrawals, and maintaining cash balances. They also collaborate with portfolio managers to implement strategic adjustments and ensure security weightings align with model allocations.
Application Support Manager
The Application Support Manager acts as a strategic liaison between platform support and internal business departments to ensure optimal use and administration of key operational applications. This role is responsible for driving operational efficiency, managing vendor relationships, and supporting system onboarding and training.
Internal Sales Specialist | Partner Programs
The Internal Sales Specialist identifies new business opportunities through proactive outreach and manages the sales cycle for custodial referrals. They also coordinate client meetings, handle pre-intro communications, and support regional sales leadership with pipeline management.
Regional Vice President, New Client Development
The Regional Vice President is responsible for acquiring new clients with over $500,000 in investable assets through direct marketing channels. They will also support local financial advisory teams by managing client relationships and delivering complex financial plans.
Internal Sales Specialist
The Internal Sales Specialist supports Marketing Regional Vice Presidents by managing incoming leads, scheduling client meetings, and overseeing the sales cycle. They also coordinate with central support teams to manage the new business pipeline and ensure efficient onboarding.
Compliance Associate (Remote Work Option)
The Compliance Associate will coordinate RIA compliance requirements, assist with the development and testing of controls, and oversee ERISA compliance programs. The role also involves providing compliance support for trading operations, fee billing, and leveraging data analytics to identify potential risks.
Advisor Compensation Analyst
The Advisor Compensation Analyst is responsible for administering and analyzing variable compensation for financial advisors, including processing semi-monthly cycles and maintaining system configurations. They also support integration planning for new advisor teams and provide reporting and analytical support to the accounting department.
VP, Financial Advisor
Manage client relationships and facilitate the financial planning process to provide personalized investment management services. Assist in closing prospective clients and conduct annual reviews to ensure high-touch service delivery.
Vice President, Financial Advisor
The Vice President, Financial Advisor will manage client relationships and provide personalized financial planning and investment management services. They will also assist in closing prospective clients and driving referrals while maintaining high-touch service standards.
Tax Consultant (Hybrid or Remote)
Deliver integrated tax planning and advisory services to clients while partnering with financial advisors to develop tax-efficient strategies. Prepare and review tax returns for individuals, trusts, estates, and corporations while ensuring regulatory compliance.
UHNW Operations Consultant (Remote)
Provide operational leadership and advanced portfolio accounting for complex ultra-high-net-worth client relationships. Design and execute customized performance reporting solutions for multi-entity households, trusts, and alternative investments.
Director, New Client Development
Lead and manage a team of Regional Vice Presidents to drive organic growth and new client acquisition. Provide hands-on coaching, monitor pipeline health, and execute onboarding processes to elevate sales performance.
VP, Corporate Executive Program
The VP will lead the design and national rollout of a corporate executive-focused wealth planning platform to drive AUM and revenue growth. They are responsible for developing standardized frameworks for equity compensation, tax modeling, and advisor enablement to scale the business nationally.
Associate Regional Vice President
The primary goal is to close and successfully transition clients to a WEG Advisor by working directly with custodial partners, prospective clients, and WEG advisors within a specific territory. Key functions include partnering with the senior RVP to grow market share, educating stakeholders on WEG's value proposition, and sourcing/closing prospects.
Associate Regional Vice President
This is a business development role focused on growing the territory by managing relationships with custodial partners and closing prospective clients, successfully transitioning them to a WEG Advisor. Primary functions include educating partners and prospects on WEG's value proposition, conducting presentations, and sourcing/closing new business.