Executive Vice President
About Iron Branch Wealth Iron Branch Wealth is a premier, rapidly growing wealth management firm committed to building enduring legacies for high-net-worth individuals, families, and institutions. Combining sophisticated investment strategies with deep financial planning expertise, we deliver boutique-level service powered by institutional-grade capabilities. As a forward-thinking, remote-first organization, we unite top-tier industry talent across the United States within a culture of excellence, innovation, and client devotion. Job Title: Executive Vice President (EVP) Location: United States (100% Remote) Job Type: Full-time Experience Level: Executive Role Summary We are seeking an exceptionally strategic and entrepreneurial Executive Vice President (EVP) to join our executive leadership team. Reporting directly to the Chief Executive Officer (CEO), the EVP will play a pivotal role in driving the firm’s corporate strategy, expanding market presence, and accelerating growth across our wealth management business lines. As a remote executive leader, you will oversee key strategic initiatives, champion growth strategies (including organic advisor recruitment and M&A integration), and optimize executive-level operations. The ideal candidate brings a distinguished track record of executive leadership within the Registered Investment Advisor (RIA) or wealth management space, possesses elite relationship-building skills, and excels at driving revenue and operational excellence simultaneously.
Key Responsibilities
Strategic Growth & Corporate Vision: Partner with the CEO to define and execute the firm’s long-term corporate vision, financial targets, and market differentiation strategy. Business Development & Market Expansion: Drive organic and inorganic growth initiatives; spearhead high-value strategic partnerships, advisor recruitment, and regional expansion plans. Cross-Functional Executive Leadership: Provide overarching leadership to department heads across Wealth Advisory, Operations, Investment Strategy, and Compliance to ensure enterprise-wide alignment. M&A and Integration Strategy: Oversee the evaluation, due diligence, and seamless integration of potential firm acquisitions and advisor team lift-outs. Advisor & Team Performance: Mentor and elevate senior advisory teams, optimizing practice management models to increase assets under management (AUM) and client retention. Corporate Governance & Risk Management: Protect the firm’s reputation and financial health by ensuring institutional-grade compliance, corporate governance, and risk mitigation frameworks. Brand Advocacy: Act as a key public face and thought leader for Iron Branch Wealth, representing the firm at industry conferences, media engagements, and high-profile client gatherings. Qualifications & Skills Education: Bachelor’s degree in Finance, Economics, or Business Administration is required. Executive MBA, JD, or industry credentials (CFP®, CFA, or CIMA®) are highly preferred. Experience: 12+ years of progressive leadership within Wealth Management, Multi-Family Offices, or RIAs, with at least 5+ years in an executive-level role (EVP, SVP, or C-Suite). Proven Track Record: Demonstrated success in scaling an RIA or wealth management firm, significantly increasing AUM, and successfully executing corporate growth strategies. Remote Executive Presence: Proven ability to lead, inspire, and maintain rigorous corporate culture across a fully distributed, nationwide workforce. M&A Expertise: Experience identifying, negotiating, and integrating wealth management practices or advisory teams is a strong asset. Network & Reputation: Deep existing network within the wealth management industry, custodial platforms, and elite advisor communities. Communication & Influence: Masterful negotiation, presentation, and interpersonal skills; able to command authority and build deep trust with stakeholders, HNW clients, and internal partners.
What We Offer
Highly competitive executive base salary with a lucrative performance bonus and equity/phantom stock participation. Comprehensive premium health, dental, and vision insurance. 401(k) retirement plan with an enhanced corporate matching program. Executive-level wellness benefits and unlimited Paid Time Off (PTO). Fully loaded executive home office allowance and technology stipend. Tailored professional development and networking budgets.