Teams at Wealth Enhancement Group

Leads partner relationships with Schwab and Fidelity representatives, presents Wealth Enhancement’s services, educates prospective clients, sources and closes business, and transitions clients to advisors. Partners with advisors nationwide, participates in events and training, uses client-facing technology, and maintains compliance standards. The role is remote but requires residence in the Boston/New England territory and travel within that region.

The Associate Regional Vice President is responsible for business development, managing relationships with custodial partners, and transitioning clients to WEG Advisors. The role involves educating clients, conducting presentations, and understanding client needs while adhering to company communication strategies.

Plans and executes educational seminars, tradeshows, conferences, networking, and hospitality events. Coordinates venues, speakers, promotional campaigns, materials, budgets, invoices, and onsite logistics. Tracks event details and results in Salesforce, analyzes effectiveness, prepares reporting, and collaborates with marketing, sales, operations, advisors, and external partners. The role also manages event calendars, processes, documentation, and post-event follow-up while traveling up to 25% of the time.