Director of Business Development (Wealth Management)

Confidential Jobs; Miami (FL); On-site; USD 113,000 - 138,000; Full time

Benefits offered by this job

Fully paid medical

Dental, vision, life, AD&D, disability

401(k) Traditional & Roth + FSA

Job summary

Confidential Jobs in Miami, FL is seeking a high-performing business development professional to own new client acquisition for a fee-only wealth management firm. You’ll build relationships, open doors, and close meaningful business with high-net-worth clients, driving firm-wide growth.

This is a growth role with autonomy and impact, requiring COI development, consultative conversations, and disciplined CRM tracking to forecast pipeline. Travel is expected to engage advisory partners and COIs.

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 platforms.

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

Proven closer

Relationship builder

Consultative sales

Strong communication

Willingness to travel

Education

Bachelor's degree

CFP/CFA/MBA preferred

Tools

Salesforce

Job description

We’re looking for a high-performing business development professional to own and drive new client acquisition for a leading, fee-only wealth management firm.

This is a true growth role—not account management, not passive referrals. You’ll be responsible for building relationships, opening doors, and closing meaningful business with high-net-worth clients.

If you’re motivated by autonomy, impact, and results, this role offers a direct path to becoming a key driver of firm-wide growth.

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.