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Wealth Enhancement · 9 hours ago

Regional Vice President, Existing Client Development

United States

Full-time

Remote

Mid, Senior Level

7+ years exp

Wealth Enhancement is an independent wealth management firm dedicated to enriching the lives of its clients. The Regional Vice President, Existing Client Development will strategically expand wallet share from existing clients by partnering with financial advisory teams and leveraging expertise in financial planning and investment strategy.

Financial ServicesRisk ManagementWealth Management

Responsibilities

Partner with financial advisors to uncover and convert existing client opportunities for additional investment

Serve as a subject matter expert in planning and investment strategy to support advisors in expanding their client wallet share

Lead initial client conversations when appropriate, helping articulate WEG’s value proposition and deepen engagement

Collaborate with advisors to identify Existing Client New Money (ECNM) opportunities within their existing book, provide strategic input on cases, and deliver presentations that focus on wallet share growth

Drive AUM growth by expanding existing client relationships, not by sourcing new clients

Educate advisors and clients on planning and investment topics that support deeper engagement

Use WEG’s planning framework to help advisors close mid- and high-net-worth ECNM opportunities

Act as a resource for complex planning and investment cases, helping advisors deliver high-impact solutions

Participate in joint meetings with clients to reinforce planning recommendations and investment strategies

Ensure smooth handoff and ongoing service delivery in partnership with advisory teams post-engagement

Qualification

Financial planningInvestment strategyBusiness developmentCRM systemsWealth managementAnalytical skillsListening skillsCommunication skillsPresentation skillsTime managementOrganizational skillsCollaborative skills

Required

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

Strong financial advisory and wealth management acumen and experience

Strong technical expertise in financial planning and investment strategy

Demonstrated ability to collaborate with financial advisors using consultative planning and investment expertise to identify client needs, propose tailored solutions, and drive expansion of managed assets

Demonstrated strategic planning and sales experience

Willingness to independently travel regularly in assigned market – up to 50%

Excellent communication, presentation, listening and analytical skills

Proven time management and organizational skills in high volume, high energy environments

4-year degree in business, finance, marketing or related

FINRA Series 65 required

Preferred

Experience using CRM systems (Salesforce preferred)

CFP(R) designation strongly preferred

Benefits

Training and professional development

Medical, dental and vision coverage (Available to 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)

Company

Wealth Enhancement

In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives.

Founded in 1997

Plymouth, Minnesota, USA

1001-5000 employees