Vice President of Wealth Management

Vice President of Wealth Management

Company

AmplifAI Solutions Location: Remote – United States Employment Type: Full-Time

Job Overview

AmplifAI Solutions is seeking a strategic and results-driven Vice President of Wealth Management to support the development and execution of the company's wealth management and financial growth initiatives.

This executive-level position focuses on financial strategy, investment research, wealth technology, strategic partnerships, and long-term business development. The Vice President will collaborate with senior leadership and cross-functional teams to identify new opportunities, strengthen financial decision-making processes, and support sustainable organizational growth.

We value leaders who combine financial expertise with innovative thinking, sound judgment, and a commitment to building strong professional relationships.

Key ResponsibilitiesWealth Management and Financial Strategy

• Develop and implement wealth management strategies aligned with the company's long-term business objectives.
• Evaluate asset allocation strategies, wealth preservation approaches, and investment opportunities.
• Analyze financial market trends, economic developments, and emerging investment technologies.
• Provide strategic insights and recommendations to executive leadership.
• Support financial planning, capital allocation, and long-term investment initiatives.
• Evaluate opportunities to improve wealth management processes through technology and data-driven analysis.

Strategic Partnerships and Business Development

• Identify and develop strategic relationships with financial institutions, investment professionals, and business partners.
• Support business expansion initiatives and evaluate potential opportunities in financial services and wealth technology.
• Collaborate with senior executives to establish sustainable business development strategies.
• Build and maintain professional relationships with institutional stakeholders and strategic partners.
• Participate in executive discussions, business negotiations, and partnership development activities.

Financial Technology and Innovation

• Collaborate with technology teams to evaluate digital wealth management tools and financial technology solutions.
• Identify opportunities to improve financial analysis, reporting, and operational efficiency through automation.
• Support the development of data-driven financial planning and decision-making processes.
• Monitor emerging trends in digital finance, financial technology, and investment management.
• Work with internal teams to evaluate technology-enabled business opportunities.

Executive Leadership and Operations

• Provide strategic leadership for wealth management-related initiatives.
• Collaborate with finance, operations, technology, and business development departments.
• Establish operational objectives, performance indicators, and accountability standards.
• Support organizational planning and cross-functional coordination.
• Prepare financial reports, strategic presentations, and executive recommendations.
• Encourage leadership development, professional collaboration, and continuous improvement.

Risk Management and Corporate Governance

• Support the development of financial risk management frameworks and internal controls.
• Evaluate financial, operational, and market-related risks.
• Collaborate with legal and compliance teams regarding applicable regulatory requirements.
• Promote responsible financial practices, transparency, and professional accountability.
• Maintain appropriate standards for confidentiality and information security.
• Support effective corporate governance and long-term financial sustainability.

Benefits

• 401(k) retirement savings plan
• Retirement plan
• Health insurance
• Dental insurance
• Flexible work schedule
• Paid parental leave
• Professional development assistance
• Employee referral program
• Tuition reimbursement
• Remote work arrangement

Career Development and Leadership Opportunities

This position offers the opportunity to collaborate directly with senior leadership, contribute to strategic financial initiatives, and participate in the development of innovative wealth management solutions.

As the company continues to evolve, the Vice President of Wealth Management may have opportunities to take on expanded leadership responsibilities, support new business initiatives, and contribute to broader organizational strategies.

We believe that strong leadership is built on integrity, continuous learning, collaboration, and the ability to create sustainable value for the organization and its stakeholders.

Equal Employment Opportunity

AmplifAI Solutions is committed to providing equal employment opportunities to all qualified applicants in accordance with applicable federal, state, and local employment laws.

Pay: $180,000.00 - $240,000.00 per year

Benefits

• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• Parental leave
• Professional development assistance
• Referral program
• Retirement plan
• Tuition reimbursement

Work Location: Remote