RVP Strategic 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.

The RVP, Strategic Partnerships is responsible for generating new business opportunities to support revenue and profitable growth in the Cleveland, OH market. The BDO should be skilled in both financial and business exit planning.  Ideal new clients typically are high net worth individuals, corporate executive and business owners. The RVP is responsible for the development and cultivation of relationships and 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 exit planning. The successful candidate is an energetic business development and relationship builder with a flexible entrepreneurial mindset.

Job Functions

• Drive market growth and achievement of revenue and profitability goals by effectively differentiating WE offering and value proposition
• Generate new business opportunities through prospecting, lead generation and closed sales
• Manage a healthy sales pipeline
• Participate at a leadership level with key community organizations and seek opportunities to generate positive public awareness of the firm and offering
• Leverage community relations and development centers of influence to generate leads and facilitate introductions
• Develop and maintain a high-level understanding of solutions, products and services
• Represent and communicate various investment strategies and solutions to prospective clients
• Keep abreast of current trends and new business development opportunities
• Profile and understand prospective client needs and match those requirements to Wealth Enhancements offerings
• Ensure effective and complete communication to prospective clients
• Engage and communicate prospective client needs to Wealth Enhancements wealth advisory and partner firms
• Collaborate with appropriate business leaders to conduct joint sales calls, prepare proposals /presentations and consult on pricing
• Establish strong relationships and collaborate with key personnel, such as advanced planning, financial advisors, tax team etc.
• Work with the financial advisory team to ensure ongoing client service is delivered after the close and transition

Education/Skill Requirements

• 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 systems (Salesforce preferred)
• Excellent communication, presentation, listening and analytical skills
• Proven time management and organizational skills in high-volume, high-energy environments

OSHA Requirement

• Stand or sit for long periods of time
• Ability to use the telephone and computer systems
• Ability to lift up to 15 lbs
• Ability to travel independently as needed

Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may participate in the following benefits & development opportunities:

• 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)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

Click the following link to view Federal and E-Verify posters: Link

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.