Wealth Growth Director

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

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.