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The Associate Regional Vice President will drive business development, manage relationships with custodial partners, and transition clients to WEG advisors, requiring travel and excellent communication skills.

The Financial Advisor will manage client relationships, facilitate financial planning processes, source leads, and mentor team members to improve service and client outcomes.

The VP Financial Advisor manages client relationships, facilitates financial planning, sources and closes prospects, and mentors team members. This role emphasizes client support and adherence to compliance standards within the wealth management industry.

The Associate Regional Vice President is responsible for business development in wealth management, focusing on client transition and relationship building with custodial partners.

The Counsel – Equity Management will oversee equity compensation compliance, advise on regulatory matters, manage equity transactions, and draft legal documentation.

The Director of Advisor Services will manage advisor teams, focusing on growth, client engagement, and operational efficiency. Responsibilities include coaching, implementing firm initiatives, and overseeing team performance across the Great Lakes Region.

The Equity Program Lead manages equity programs, ensuring accuracy and compliance while providing leadership and operational support across departments. Responsibilities include process execution, participant communication, and coordination with HR, Finance, and Legal.

The Regional Vice President will manage custodial client relationships, educate on financial solutions, and close new business opportunities. This role involves extensive travel and coordination with WEG advisors.