Executive Vice President, Advisor Solutions | $130K Base | Uncapped Compounding Commission | Group Bonus Structure
???? Lead, Innovate, and Drive Capital Growth in the RIA and Financial Advisor Channel
? Base salary of $130K plus compounding commission and group bonus
? Projected earnings of $200K-$250K within two years, with significant growth potential
? Oversee and develop a national team of licensed professionals
? Drive strategic initiatives to expand Yrefy's RIA and Financial Advisor presence
? Direct national conference participation and due diligence events
? Optimize efforts to exceed capital-raising targets
The Executive Vice President of Advisor Solutions will grow and lead a national team of licensed professionals focused on capital raising within the RIA and Financial Advisor community. If you're a proven leader who thrives on building teams, scaling initiatives, and making an impact, we invite you to join us and grow with Yrefy!
???? We will train you in everything you need to know-you just need the drive to win!
???? Location: Phoenix, AZ - In-person role
BENEFITS | What Sets Yrefy Apart?
At Yrefy, we take care of our people-because when our team is supported, empowered, and thriving, everyone wins.
Company-Paid Benefits
100% Employer-Paid Medical for Employee AND Dependents (Includes the Mayo Clinic)*
Company-Paid Term Life Insurance
Company-Paid Short- and Long-Term Disability Insurance
Safe Harbor 401(k)/ROTH Plan with a 4% Company Match
Fully Subsidized LifeTime Gym Membership**
Tuition Reimbursement
Paid Professional Certifications and Continuing Education
Catered Friday Lunches
Fully Stocked Kitchens
Fun Office Work Environment
Opportunity to Work at a Fast-Growing Company
* For the Silver and Bronze plans
** Membership for the employee only and requires a minimum of eight visits per month to maintain.
Voluntary Benefits
Dental Insurance
Vision Insurance
Supplemental Voluntary Life Insurance
Voluntary Pet Insurance
RESPONSIBILITIES | What You'll Do
Lead, manage, and develop a national team of licensed professionals focused on capital raising within the Advisor channel
Oversee and monitor daily investments and relationship-building activities to ensure alignment with company objectives
Develop and implement strategies to increase capital inflows through Financial Advisors
Manage and coordinate national conference participation, due diligence events, and other key industry engagements
Navigate and optimize conference budgets to maximize ROI and brand presence
Establish and maintain strong relationships with RIAs, financial advisors, and key stakeholders to drive investment capital
Ensure full compliance with SEC and FINRA regulations, as well as internal company policies
Collaborate with internal teams across marketing, compliance, and operations to drive efficiency and effectiveness in initiatives
Analyze market trends and competitor activities to refine strategies and maintain a competitive edge
Potential speaking opportunities at conferences
QUALITIES & EXPERIENCE | Who We're Looking For
10+ years of experience in financial services, investments, or capital markets, with a focus on RIAs, financial advisors and high-net-worth investors
Proven leadership experience in a role such as Capital Markets, National Sales Manager, or similar
Track record of managing national sales teams and exceeding capital-raising targets
Deep understanding of the RIA and wealth management landscape, with established industry relationships
Experience in coordinating and managing conference budgets, due diligence events, and travel logistics
Must hold or be willing to obtain the appropriate securities licenses-SIE, Series 63 and Series 82 (Series 7, 24, 63/65, or 66 helpful but not required)
Strong leadership, coaching, and mentoring skills to develop high-performing teams
Excellent communication, negotiation, and relationship-building abilities
Willingness to travel nationally as needed
WE WILL TRAIN YOU | All You Need is the Drive to Lead
???? Not licensed yet? We will support you.
At Yrefy, we provide the resources, guidance, and support to help you obtain and maintain the necessary securities licenses. We equip our executives with cutting-edge industry knowledge and the tools they need to lead at the highest level.
???? All you need is:
A strategic mindset and a proven ability to drive growth
A strong leadership philosophy centered on mentorship and results
A passion for innovation in financial services and capital markets
???? You bring the leadership-we'll provide the platform for you to thrive.
READY TO DRIVE NATIONAL GROWTH?
???? Apply today! Send your resume and a brief note to careers@yrefy.com. Our hiring team moves fast-if you're a fit, expect to hear from us within three (3) days.
???? This is your opportunity to lead a game-changing initiative, grow your career, and drive impact. Join Yrefy today!