Regional Vice President, Existing Client Development

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 80,000 households from our over 140 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.

Due to growth, we have an exciting opportunity for a Regional Vice President, Existing Client Development to join our team. The RVP will play a strategic role in expanding wallet share from existing clients by partnering directly with financial advisory teams. As a planning and investment expert, the RVP supports advisors in identifying opportunities to grow client assets under our management (AUM). This role is ideal for a seasoned professional with deep expertise in financial planning, investment strategy, and collaborative business development.

Primary Job Functions

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.

Scope and Primary Duties

Develop & Identify Existing Client New Money Opportunities

• 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 revenue through expanding wallet share (ECNM)

• 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.

Support Financial Advisory Teams

• 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.

Education/Qualifications

• 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%

• 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

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

• FINRA Series 65 required

• CFP(R) designation strongly preferred

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.

Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.