Regional Vice President, CPA Alliances

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Regional Vice President, CPA Alliances in United States.

This senior business development leadership role focuses on building and scaling strategic partnerships with CPA firms to drive integrated wealth management growth. You will be responsible for identifying, engaging, and developing relationships with accounting firms at a national and regional level, transforming them into long-term referral partners. Acting as a key connector between tax professionals and wealth management services, you will help create value for clients through coordinated financial and advisory solutions. The role blends strategic partnership development, consultative selling, and market expansion within the financial services ecosystem. You will also play a critical role in shaping a scalable referral program that drives AUM growth and revenue contribution. This is a remote position requiring national travel, operating in a fast-paced and highly relationship-driven environment.