Vice President, Wealth Management Advanced Concepts

Job Description:

The VP, Wealth Management Advanced Concepts is responsible for driving revenue growth by delivering sophisticated financial solutions to financial professionals working with high-net-worth individuals and institutional clients. This role combines deep product knowledge, strategic sales acumen, and relationship management to support the firm’s wealth advisory goals.

Key Responsibilities

• Develop strategic sales concepts targeting affluent clients and institutions.
• Collaborate with financial professionals to design and present advanced planning strategies (e.g., estate planning, tax optimization, charitable giving).
• Deliver customized solutions involving managed accounts, alternative investments, insurance, and retirement planning.
• Conduct presentations and seminars to financial professionals to educate and promote wealth strategies.
• Serve as a subject matter expert on complex financial products and regulatory considerations.
• Maintain strong relationships with internal partners including the Head of Product and Platform, legal, and compliance teams.
• Monitor market trends and proactively adjust strategies to meet financial professionals and their client’s needs and business goals.

Qualifications

• Bachelor’s degree in Finance, Business, Economics, or related field; advanced degree or CFP/ChFC designation preferred.
• Series 7 and 66 (or 63/65) licenses required.
• Minimum 7–10 years of experience in wealth management or financial services sales.
• Proven success in developing or selling complex financial solutions to high-net-worth clients.
• Strong understanding of investment vehicles, tax strategies, and estate planning.
• Excellent communication, presentation, and negotiation skills.

Skills

• Advanced financial planning
• CRM and portfolio management tools (e.g., Salesforce, eMoney)
• Regulatory and compliance knowledge
• Strategic sales and business development

Base Salary Range - $240,000 - $260,000

For over 175 years, Penn Mutual has empowered individuals, families and businesses on the journey to achieve their financial goals. Through our partnership with Financial Professionals across the U.S., we help instill the confidence and reliability that comes from a stronger financial future. Penn Mutual and its affiliates offer a comprehensive suite of competitive products and services to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. To learn more, including current financial strength ratings, visit www.pennmutual.com.

Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment. All employment-related decisions and practices are free from unlawful discrimination. This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.