VP, Wealth Growth & Client Engagement

NFP Corp

Melville (NY)

On-site

USD 150,000 - 230,000

Full time

14 days+

Application generator

An application made for this job — a tailored resume and cover letter that speak straight to the posting.

Get past ATS filters

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.