Top Tech Jobs & Startup Jobs in NYC, NY

Lead and coach a team of Regional Vice Presidents to drive new client acquisition, manage performance, refine onboarding, run pipeline reviews, and report results to firm leadership.

The VP, Corporate Executive Program will lead and expand a wealth planning platform for corporate executives, driving revenue and advisor engagement through specialized planning solutions.

Support regional marketing VPs by processing and qualifying leads, scheduling and coordinating client meetings, assisting throughout the sales cycle, preparing proposals, and handling post-close onboarding. Partner with sales leadership and central teams to manage pipeline and deliverables. Use CRM and financial planning tools and apply AI tools to improve productivity.

Administer and analyze variable advisor compensation, process semi-monthly payroll cycles, maintain compensation system and Salesforce dashboards, develop reporting and integration support for advisor team setups, communicate with advisors to resolve compensation questions, and recommend process or system improvements.