Wealth Enhancement Group Benefits Overview

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

Manage and complete account transitions and repapering from client signature through operational close. Oversee transfers, custodial requirements, reconciliations, quality control, exception resolution, and stakeholder coordination. Drive stalled accounts to completion, validate Shared Services work, monitor processing metrics, and support continuous improvement and automation efforts.