VP, Business Development

NFP Corp; Melville (NY); On-site; USD 150,000 - 230,000; Full time

Benefits offered by this job

Competitive salary

PTO & paid holidays

401(k) with match

Discount programs

Health & wellness programs

Job summary

Wealthspire seeks a VP, Business Development to grow client engagement and deepen relationships across wealth management offerings. In this senior client-facing role, you will lead advisory teams, tailor financial plans, and drive strategic growth with a focus on service quality and outcomes.

CFP required; 5+ years in wealth management preferred, with proven leadership and collaboration skills. We offer competitive compensation, comprehensive benefits, and a culture that puts people first while

Qualifications

• Minimum 5 years of wealth management experience.
• CFP designation required.
• Ability to independently manage and prioritize multiple projects.
• Organized, meticulous, and able to effectively manage task lists.
• Excellent written and verbal communication skills.

Responsibilities

• Lead and/or support other advisors in the management of client engagements.
• Determine appropriate client allocations through analysis of investment objectives, risk tolerance, net worth, income, and investment experience.
• Perform investment and planning duties (e.g., rebalance portfolios, money movements, tax planning).
• Coordinate administrative tasks including tracking and transferring assets.
• Prepare and present performance reports; handle paperwork for accounts.
• Initiate client calls on topics and questions; respond to requests.

Skills

Client relationship management

Portfolio management

Communication skills

Team leadership

Microsoft Office

CRM familiarity

Financial planning software

Education

CFP designation

Bachelor’s degree or higher in finance/business/economics/law

Tools

CRM systems

Portfolio management software

Financial planning software

Job description

Posting Description

Who We Are:

Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services—empowering clients to navigate complexity with clarity and confidence.

With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first—our clients, our colleagues, and our communities.

For more information, visit www.wealthspire.com. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.

Summary:

Wealthspire seeks a VP, Business Development committed to clients and focused on growing and deepening client engagement through excellent wealth management and financial planning services. This role involves advancing business, advising clients, and managing portfolios. It fits a professional adept at building trust, comprehending client needs, and delivering careful investment and planning advice. The ideal person is entrepreneurial, cooperative, and skilled at managing complex client relationships while aiding the firm's growth and enhancing client outcomes.

Key Responsibilities:

• Lead and/or support other advisors in the management of client engagements.
• Determine appropriate client allocations through analysis of investment objectives, risk tolerance, net worth, income, and investment experience, or other knowledge.
• Perform investment and planning duties (e.g., rebalancing portfolios, money movements, required minimum distributions, tax loss harvesting, charitable planning, lending evaluation, education funding, etc.).
• Actively service client accounts by performing or coordinating administrative tasks including tracking and monitoring account and asset transfers.
• Prepare and present performance reports. Process transaction requests as directed and handle necessary paperwork for accounts.
• Initiate and handle client calls on various topics and miscellaneous requests, including account-specific questions, general portfolio inquiries, investment market discussions, planning items, and money movements.
• Support the creation of client financial plans using financial planning software and share results and suggestions with clients.
• Monitor client investments, review performance, and suggest changes to client portfolios as appropriate.
• Prepare for and attend client meetings and manage and/or complete all meeting follow-up activities.
• Build proposals for prospective clients.
• Coordinate with clients’ attorneys, accountants, and other professionals as needed.
• Develop and maintain a working knowledge of various financial planning concepts, such as gift, estate and income tax planning, insurance, credit solutions, education funding, and charitable/philanthropic strategies.
• Pursue professional development opportunities to include additional licenses and/or designations, and actively participate in internal and external training sessions and networking events.

Qualifications:

• Minimum 5 years of wealth management experience (other or additional experience will be considered).
• CFP designation required.
• Ability to independently manage and prioritize multiple projects.
• Organized, meticulous, and able to effectively manage task lists.
• Excellent written and verbal communication skills.
• Flexible great teammate who is highly adaptable to change and open to new ideas.
• Ability to think creatively.
• Reliable, follows through on commitments.
• Personal integrity and professional initiative.
• Prior experience overseeing teams is an advantage.
• Strong problem-solving and influence/consensus-building skills.
• Strong communication and organizational skills.
• Ability to work through questions and concerns collaboratively.
• Skilled in Microsoft Office; familiarity with CRM, portfolio management, and financial planning software is an advantage.
• Bachelor’s degree or higher preferably in financial planning, business, accounting, finance, economics, law or related experience.

What We Offer

Wealthspire is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more.

• competitive salary
• PTO & paid holidays
• 401(k) with match
• exclusive discount programs
• health & wellness programs
• and more

Wealthspire and You... Better Together!

Wealthspire is an inclusive Equal Employment Opportunity employer.

Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.