Regional Vice President, CPA Alliances

Wealth Enhancement Group

1d • Remote

About The Position

The RVP is responsible for identifying, recruiting, and developing national and regional CPA firms to participate in a structured referral program. This role will drive strategic growth by building mutually beneficial partnerships with CPA firms seeking to enhance client value through integrated wealth management advice and solutions. This individual will serve as a senior relationship-builder and strategic growth leader, responsible for transforming CPA alliances into a scalable, repeatable referral and revenue engine. The role requires a consultative, partnership-first approach, deep understanding of the RIA and CPA business models, and the ability to clearly articulate the value of coordinated tax and wealth planning. This is a strategic growth mandate focused on expanding referral partnerships, increasing AUM and revenue contribution, and strengthening the firm’s presence within the accounting community. This position may be remote and requires national travel. The expected pay range, in the first year, for this RVP position is $240,000 - $275,000 annually. We select our initial compensation target using national compensation survey data. When we make an offer, we consider tenure, performance, geographic location, and overall experience to determine the most accurate compensation package. We encourage you to apply and share your compensation expectations. We value transparency and welcome open conversations. Actual compensation will depend on qualifications, experience, credentials, and performance, and may fall below or exceed the range based on results. A comprehensive benefits package is offered, including medical and dental insurance, 401(k), paid time off, and other benefits.

Requirements

• Bachelor’s degree in business, finance, economics, or related field
• 10+ years of experience in business development or strategic partnerships within financial services, RIA, asset management, CPA firms, or professional services
• Demonstrated success sourcing, closing, and growing strategic partnerships
• Strong understanding of the RIA model and wealth management industry
• Experience engaging CPAs, accounting firms, or professional services organizations
• FINRA licenses (Series 7/63/65/65) or willingness to obtain, if applicable
• Excellent communication, presentation, and negotiation skills
• Ability to travel nationally as needed
• Superior written and verbal communication skills
• Proficiency with Microsoft Office Suite or similar tools
• Familiarity with Salesforce and Workday preferred

Responsibilities

• Identify, prospect, and engage national, regional, and mid-sized CPA firms (5+ CPAs) aligned with the firm’s target client profile
• Develop and execute targeted outreach strategies to CPA decision-makers, including Managing Partners, Tax Partners, and Advisory Leaders
• Present and position the firm’s referral program, emphasizing client outcomes, revenue opportunity, and compliance integrity
• Conduct discovery meetings to assess strategic alignment and long-term partnership potential
• Build long-term, trusted relationships with CPA firm leadership and key partners
• Serve as the primary liaison between CPA firms and internal advisory and leadership teams
• Facilitate onboarding and integration of new CPA partners into the referral ecosystem
• Develop joint business development initiatives and co-marketing opportunities
• Partner with leadership to refine referral program structure, messaging, and incentives
• Track, analyze, and report KPIs including partner acquisition, referral flow, conversion rates, and revenue contribution
• Identify accounting industry trends and adapt partnership strategies accordingly
• Represent the firm at accounting conferences, industry events, and professional networking forums
• Ensure all referral arrangements comply with SEC and state regulatory requirements
• Partner closely with legal and compliance teams to structure and document partner agreements
• Educate CPA partners on regulatory considerations related to referrals, compensation, and client engagement

Benefits

• Training and professional development
• Medical, dental and vision coverage (Available to full-time 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)

What This Job Offers

• Job Type: Full-time
• Career Level: Senior