SVP, New Client Development | Partner Programs

About Wealth Enhancement Group

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 61,000 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 have a dynamic opportunity for a SVP, New Client Development | Partner Programs who will be a key member of our sales leadership team, you will be responsible for setting strategy and achieving target results. You will leverage data coupled with continued ongoing discussions with key executives within SAN and WAS to set and execute on the CRP growth strategy. You will be responsible for oversight of the program and held accountable for achieving the stated growth objectives. 

The salary target for this role is $225,000.00 - $235,000.00; this position is eligible for corporate bonus and equity.

We select our initial compensation target using national compensation survey data. When we make an offer, we then factor in things like tenure, performance, and geographic location to come up with the most accurate numbers. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one. 

Primary Job Functions

Define CRP Growth Strategy 

• Using insights and guidance provided by our custodial partners along with internal data to drive expansion strategy and take WEG’s custodial referral program to the next level. 

• Develop comprehensive growth strategy by market with insights provided by leadership of external and internal sales teams. 

• Work with WEG’s Executive Leadership Team to assess available resources and best use of resources to attain growth vision. 

Own Executive Relationships with Custodial Partners 

• Meet regularly with SAN & WAS leadership to gather feedback and share best practices; utilize feedback provided to drive overall WEG CRP strategy. 

• Serve as primary point of contact for SAN & WAS leaders (executives and branch managers) to be the first point of escalation for any complaints that arise.

• Triage, address and respond to any concerns or complaints from clients, branch managers or financial consultants. 

Team Leadership/Management 

• Lead, mentor, and inspire custodial referral program sales leadership to drive their teams to achieve firmwide growth goals for the channel. 

• Hold periodic team meetings and 1-1’s to discuss best practices and provide ongoing oversight and insights to the team. 

Educate WEG Financial Advisors (FAs) on Custodial Referral Program 

• Participate in M&A process as needed to discuss custodial referral opportunity with potential acquisition targets. 

• Host training sessions for new/interested FAs on how CRP engages with FAs. 

• Manage conflicts and tackle questions arising between WEG FAs and WEG RVPs. 

• Enforce PPPR (Prospect Programs Participation Requirements) with WEG FAs; issue and track warnings, suspensions & bans. 

Market Analysis & Reporting 

• Conduct market research and analysis to identify emerging trends, competitive threats, and untapped opportunities, informing strategic decision-making and resource allocation. 

• Prepare regular reports and presentations for senior leadership, specifically for Chief of New Client Development Officer, providing insights into sales performance, market dynamics, and business trends. 

• Utilize market analysis when making recommendations for improvement. 

Education/Qualifications

• Bachelor's degree in business; finance, economics or related

• Minimum 15 years in Financial Services sales 

• Minimum 10 years in a senior sales leadership role 

• Minimum 5 years in a senior leadership role within custodial referral space 

• Proven ability to leverage data analytics and insights to enhance process & drive results 

• Strong leadership & team building skills with the ability to inspire and motivate a diverse team 

• Superior verbal and written communication skills. 

• Proficient with Microsoft Office Suite or related software. 

• Familiarity with Salesforce and support org functionality 

• FINRA Series 65 

• CFP® or other planning designation preferred

IND123

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 and dental coverage

• 401k – with match and profit sharing

• Health care spending and savings accounts

• Dependent care spending account

• Vision coverage

• Wellness programs and resources

• Life insurance – employer paid

• Short-term and long-term disability – employer paid

• Paid Time Off

• 10 paid holidays each year

• Paid parental leave

• Tuition reimbursement

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.