Wealth Management Growth Director for HNW Clients

Altfest Personal Wealth Management

New York (NY)

On-site

USD 110,000 - 140,000

Full time

5 days ago
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Benefits offered by this job

Fully paid medical
Vision insurance
Life and AD&D
Short-Term Disability
Long-Term Disability
FSA
401(k)

Job summary

Altfest Personal Wealth Management is seeking a Director of Business Development in New York City to drive growth by sourcing and closing new client relationships with high-net-worth families. The role requires owning the full sales cycle, building a strong pipeline, and representing our sophisticated wealth management offerings.

You will cultivate strategic partnerships, tailor engagement strategies, and coordinate with advisors to convert prospects into lasting clients, with weekend travel as

Qualifications

  • Bachelor’s degree or equivalent professional experience.

Responsibilities

  • Own the full new-business cycle from prospecting to close.
  • ],
  • CoT_job_summary_short
  • COMPANY NAME: Altfest Personal Wealth ManagementKEY POINTS: Direct sales leadership, high-net-worth focus, end-to-end BD
  • job_summary_short
  • <p>Altfest Personal Wealth Management is seeking a Director of Business Development in New York City to drive growth by sourcing and closing new client relationships with high-net-worth families. The role requires owning the full sales cycle, building a strong pipeline, and representing our sophisticated wealth management offerings.</p><p>You will cultivate strategic partnerships, tailor engagement strategies, and coordinate with advisors to convert prospects into lasting clients, with weekend travel as needed.</p>
  • contract_type
  • fulltime
  • location_type
  • on site
  • remote_scope
  • null
  • perks
  • [{
  • stated_min
  • 110000
  • stated_max
  • 140000
  • stated_absolute
  • 125000
  • salary_estimation_cot
  • Director of Business Development in New York City: base salary around $125,000 per year, with additional compensation possible depending on experience.
  • estimated_low
  • 110000
  • estimated_medium
  • 125000
  • estimated_high
  • 140000
  • currency
  • USD
  • frequency
  • yearly
  • bonus
  • null
  • tax
  • gross
  • application_email
  • null
  • job_end_date
  • null
  • contact_person
  • null
  • hiring_department_name
  • Business Development

Skills

Relationship building
Prospecting
Pipeline management
CRM skills
Communication
Ownership mindset

Education

Bachelor’s degree or equivalent

Tools

CRM platforms
Microsoft Office

Job description

Altfest Personal Wealth Management is seeking a Director of Business Development in New York City to drive growth by sourcing and closing new client relationships with high-net-worth families. The role requires owning the full sales cycle, building a strong pipeline, and representing our sophisticated wealth management offerings.

You will cultivate strategic partnerships, tailor engagement strategies, and coordinate with advisors to convert prospects into lasting clients, with weekend travel as

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