VP, Wealth Growth & Client Experience

Aon; Melville (NY); On-site; USD 130,000 - 190,000; Full time

Benefits offered by this job

PTO & paid holidays

401(k) with match

Health & wellness programs

Exclusive discount programs

Job summary

Wealthspire Advisors LLC is seeking a VP of Business Development to drive client engagement and growth with sophisticated wealth management and planning services. The role focuses on advancing business, advising clients, and managing portfolios while building trust and understanding client needs.

The ideal candidate is entrepreneurial, cooperative, and skilled at managing complex client relationships to promote firm growth and enhance client outcomes.

Qualifications

• Minimum 5 years of wealth management experience.
• CFP designation required.
• Ability to manage multiple projects independently.
• Strong written and verbal communication skills.
• Experience overseeing teams is an advantage.

Responsibilities

• Lead and/or support other advisors in client engagements.
• Assess client allocations via objectives, risk tolerance, net worth, income, and experience.
• Perform investment and planning duties including rebalancing and distributions.
• Coordinate administrative tasks and track account transfers.
• Prepare and present performance reports and handle paperwork.
• Initiate client calls on topics including portfolio inquiries and planning items.
• Develop client financial plans using planning software and present results.

Skills

Client relationship management

Communication

Strategic thinking

Leadership

Project management

Education

Bachelor's degree

CFP designation

Tools

CRM systems

Portfolio management software

Financial planning software

Job description

Wealthspire Advisors LLC is seeking a VP of Business Development to drive client engagement and growth with sophisticated wealth management and planning services. The role focuses on advancing business, advising clients, and managing portfolios while building trust and understanding client needs.

The ideal candidate is entrepreneurial, cooperative, and skilled at managing complex client relationships to promote firm growth and enhance client outcomes.