Regional Vice President, CPA Alliances

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.

Regional Vice President, CPA Alliances

We have an exciting opportunity for a Regional Vice President, CPA Alliances. 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.

Job Functions

CPA Alliance Partnership Development

• 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

Relationship Management

• 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

Program Growth & Strategy

• 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

Compliance & Governance

• 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

Education / Skill 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 7/63/65/66) 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

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 be eligible to participate in the following benefits & development opportunities:

• 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)

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.