Director of Business Development (Wealth Management)

Altfest Personal Wealth Management; Miami (FL); Hybrid; USD 125,000 - 144,000; Full time

Benefits offered by this job

Fully paid medical

Dental, vision, life, AD&D, anddisabil

Job summary

Altfest Personal Wealth Management, a leading independent, fee-only wealth management firm, is seeking an experienced and highly motivated Director of Business Development to help drive the firm’s continued growth at our Miami office.

This is a high-impact opportunity for an accomplished sales professional who enjoys building relationships, developing new markets, and turning opportunities into long-term client partnerships.

Qualifications

• Experience in wealth management, financial services, or business development.
• Track record of sourcing and closing new business.
• Strong communication, presentation, and negotiation skills.
• Experience working with financial advisors, HNW clients, or COIs preferred.
• CRM proficiency with Salesforce or similar.
• Willingness to travel.

Responsibilities

• Building and managing a high-quality, self-generated pipeline.
• Developing relationships with centers of influence (COIs) and referral partners.
• Leading consultative conversations with high-net-worth prospects.
• Navigating complex, multi-stakeholder sales cycles.
• Maintaining disciplined CRM tracking, pipeline reporting, and forecasting.

Skills

Wealth management

Financial services

Business development

Closing deals

CRM proficiency

Relationship building

Education

Bachelor's degree

CFP

CFA

MBA

Tools

Salesforce

Job description

Altfest Personal Wealth Management, a leading independent, fee-only wealth management firm, is seeking an experienced and highly motivated Director of Business Development to help drive the firm’s continued growth at our Miami office.

This is a high-impact opportunity for an accomplished sales professional who enjoys building relationships, developing new markets, and turning opportunities into long-term client partnerships. You will play a key role in expanding Altfest’s presence among high-net-worth individuals and families while representing a sophisticated financial planning and investment management offering.

The ideal candidate is entrepreneurial, results-oriented, and comfortable owning the entire business development process, from identifying and cultivating prospective clients through closing.

This position is based in Miami and requires in-office presence at least two days per week, with flexibility to travel and attend events on the weekend as business needs require.

Why This Role Stands Out

• Direct impact on firm growth strategy—not a support role
• Access to a highly respected advisory team and brand

What You’ll Own

• Building and managing a high-quality, self-generated pipeline
• Developing relationships with centers of influence (COIs) and referral partners
• Leading consultative conversations with high-net-worth prospects
• Navigating complex, multi-stakeholder sales cycles
• Maintaining disciplined CRM tracking, pipeline reporting, and forecasting

Who This Is For

Proven closer in wealth management or financial services

Naturally proactive—you create opportunities, not wait for them

Strong relationship-builder with a consultative sales approach

Comfortable engaging high-net-worth individuals and professionals

Motivated by performance, accountability, and measurable results

Qualifications

• Experience in wealth management, financial services, or business development
• Track record of sourcing and closing new business
• Strong communication, presentation, and negotiation skills
• Experience working with financial advisors, HNW clients, or COIs preferred
• Bachelor’s degree required; CFP®, CFA, or MBA a plus
• CRM proficiency (Salesforce or similar)
• Willingness to travel
• Base Salary: $125,000 + performance-based incentives
• Fully paid medical (no in-network co-pays or deductibles)
• Dental, vision, life, AD&D, and disability coverage
• 401(k) (Traditional & Roth) + FSA

The firm is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, national origin, disability status, protected veteran status or any other characteristic protected by law.