Regional Vice President, Strategic Referral Partnerships

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 75,000 households from our over 100 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 www.wealthenhancement.com.

We are seeking a Regional Vice President, Strategic Referral Partnerships to join our team. This role is responsible for supporting our local financial advisory teams, as the client facing business development advisor, skilled in both financial and business exit planning. Ideal new clients typically are high net worth business owners, referred by our strategic referral partners. This is done through the development and cultivation of relationships with our strategic partners, sponsorships, and other centers of influence including, CPAs, Attorney’s, Insurance Agents, Bankers, etc. The ideal candidate demonstrates a broad understanding of wealth management practices, financial planning, and ability to strategically coach owners through business value acceleration and exit planning. The successful candidate is an energetic business development and relationship builder with a flexible entrepreneurial mindset. This is a remote position open to candidates located anywhere in the US, with travel requirements of up to 30%.

Primary Job Functions

• Drive revenue growth for strategic partner referral programs in assigned market by effectively differentiating WEG’s offerings and value proposition

• Establish strong relationships with key personnel at assigned strategic partner programs in market to grow monthly referrals

• Consistently generate at least $12M in new assets (or equivalent in planning fees) per month

• Educate our partnered financial professionals and clients on financial planning, business value acceleration, exit planning, and investment-based topics through one-on-one and group presentations

• Collaborate with WEG’s Advance planning team and financial advisors to close and service clients

• Proactively contact and qualify high net worth prospective clients that are introduced through client referrals and marketing channels

• Meet with high-net-worth investors and business owners to understand their financial and exit planning needs; and, introduce the value of working with a WEG Advisory team

• Assist in the creation, delivery, execution, and management of complex financial and exit planning plans and investment recommendations

• Work with the financial advisory team to ensure ongoing client service is delivered after the close and transition

• Partner Referral Program Growth

• Work with Advisor teams to continue growth of the Program

• Expand local Strategic Partner Program to include additional Centers of Influence and existing clients – Build relationships with Centers of Influence – such as CPAs, estate planning attorney’s bankers, and insurance professionals

Education/Qualifications

• Bachelor's Degree (or equivalent experience) in business; finance, economics or related 

• CFP(R) and CEPA(R) designations preferred

• 9 years of business development / sales experience in investment management and/or financial advisory industry with demonstrated ability to develop and manage client relationships

• Exemplary and pristine compliance and regulatory record

• Strong financial advisory and wealth management acumen and experience 

• A successful track record of converting referrals to clients 

• Experience working with sponsorships and trade groups to prospect, build a pipeline, and convert new wealth management and exit planning clients 

• Experience working with small business owners to address their personal financial and exit planning requirements

• Proven sales approach in determining the needs of partners and prospects through consultative questions, offering solutions and asking for the right actions and next steps

• Willingness to travel regularly in assigned market 

• Experience using CRM s