Wealth Enhancement

Regional Vice President, New Client Development Wealth Enhancement

Remote — United States

7+ years of business development / sales experience in investment management and/or financial advisory industry with demonstrated ability to develop and manage client relationships (experience working with Custodians such as Schwab, Fidelity or Scottrade preferred)4-year degree in business, finance, marketing or relatedStrong financial advisory and wealth management acumen and experienceA track record of success obtaining referrals from own network and converting such referrals to new businessExperienced sales skills to determine the needs of partners and prospects through consultative questions, offering solutions and asking for the right actions and next steps.Demonstrated strategic planning and selling experienceWillingness to independently travel regularly in assigned market – up to 50%Experience using CRM systems (Salesforce preferred)Excellent communication, presentation, listening and analytical skillsProven time management and organizational skills in high volume, high energy environmentsFINRA Series 65 or 66 required

Advisor Marketing Consultant Wealth Enhancement

Remote — United States

Five or more years of experience in marketing, sales enablement, practice management, field marketing, client success, or a related client-facing role.Demonstrated ability to manage a portfolio of stakeholder or client relationships and concurrent priorities with limited oversight.Ability to influence and gain commitment to action.Comfort interpreting dashboards and business performance data, using CRM information to investigate opportunities, and translating findings into clear recommendations.Strong facilitation, presentation, and executive communication skills, including the ability to present an articulate point of view to senior leaders and large advisor audiences, virtually and in-person.Ability to prioritize opportunities by business impact, establish accountability across stakeholders, and move complex issues toward resolution.Experience working across sales or advisor teams, marketing departments, and other corporate functions.Proficiency with CRM, reporting, project-management, and Microsoft 365 tools.Bachelor’s degree in marketing, communications, business, or a related field, or equivalent professional experience.Experience in wealth management, a registered investment adviser, financial services, or a similarly regulated industry. (Preferred)Experience supporting financial advisors, sales professionals, or a distributed field organization. (Preferred)Experience with Salesforce or a comparable CRM platform. (Preferred)Experience using AI-enabled marketing or productivity tools within approved business controls. (Preferred)WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state, pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as this level is $87,400.00 - $131,000.00. However, the base salary range bolded above ($88,000.00 to $100,000.00) is what we expect to pay as a starting range for this position.

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