VP, 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 VP, New Client Development | Partner Programs. This role will be a key member of our sales leadership team, you will be responsible for leading people, establishing processes and driving business results within the custodial referral program. You will directly manage a team of high performing Regional Vice Presidents focused on generating referrals from our custodial partners and converting those referrals to WEG clients. You will oversee all aspects of the sales function, including team leadership, strategic planning, business development, and leveraging data to enhance sales processes. You will be responsible for training, mentoring and coaching new and tenured team members to consistently achieve strong results. 

The salary target for this role is $185,000 - $195,000; 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

Team Leadership/Management 

• Lead, mentor, and inspire a high-performing sales team, providing guidance, coaching, and professional development opportunities to maximize individual and collective success. 

• Manage a team of sales professionals to achieve target sales results. 

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

• Regularly shadow in person and virtual meetings held by the RVPs with custodial partners (branch meetings/client events) and referred individual investors throughout the sales process to provide ongoing, direct feedback. 

Data Driven Performance Management

• Establish clear sales targets, metrics, and KPIs, and continuously monitor performance against goals, taking proactive measures to address any gaps or challenges. 

• Utilize data analytics and insights to inform decision-making, optimize sales processes, and drive continuous improvement across the sales organization. 

Sales Process & Strategy Development 

• Collaborate with cross-functional teams to build, evolve, and optimize sales processes, leveraging data-driven insights to streamline workflows, improve efficiency, and enhance the customer experience. 

• Develop and implement comprehensive sales strategies to drive revenue growth, expand market presence, and achieve business objectives. 

Advocate for RVPs Internally to enhance sales processes and results 

• Work with RVP team to determine areas of inefficiency in their current approach. 

• Work cross-functionally with other internal leaders to overcome and address these challenges. 

• Represent RVP needs and share team perspective among the broader growth leadership team. 

• Work closely with internal sales support (ISS) leaders to ensure ISS team and RVP team are working harmoniously and collaboratively to drive sales results. 

Interface with Custodial Partner Leadership to Drive Results 

• Speak with branch managers regularly to understand what is needed to excel within their territory. 

• Serve as a secondary point of contact for custodial partner executive leaders. 

• Work with RVPs to put appropriate growth strategies in place based on territory preferences and nuances. 

Education/Qualifications

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

• Minimum 10 years in Financial Services sales 

• Minimum 5 years in a senior sales leadership role 

• 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.