Director of Business Development, Wealth Management

Altfest Personal Wealth Management · New York

FULL TIME

Job Description

About the Opportunity

Altfest Personal Wealth Management, a leading independent, fee-only wealth management firm, is seeking an experienced and highly motivated Director of Business Development to help drive the firm’s continued growth.

This is a high-impact opportunity for an accomplished sales professional who enjoys building relationships, developing new markets, and turning opportunities into long-term client partnerships. You will play a key role in expanding Altfest’s presence among high-net-worth individuals and families while representing a sophisticated financial planning and investment management offering.

The ideal candidate is entrepreneurial, results-oriented, and comfortable owning the entire business development process, from identifying and cultivating prospective clients through closing.

This position is based in New York City and requires in-office presence at least two days per week, with flexibility to travel and attend events on the weekend as business needs require.

What You’ll Do

As Director of Business Development, you will be responsible for generating new business and introducing qualified prospects to Altfest’s comprehensive financial planning and investment management services.

You will

Own the full new-business cycle, from prospect identification and initial engagement through conversion and close.

Develop and manage a high-quality pipeline of prospective high-net-worth clients.

Build meaningful relationships with prospects, developing a deep understanding of their financial priorities, concerns, and decision-making process.

Serve as a trusted resource throughout the sales process and clearly articulate Altfest’s value proposition.

Develop relationships with external partners, centers of influence, and other referral sources to expand the firm’s network and generate new opportunities.

Leverage your existing professional network while continually developing new relationships and markets.

Develop tailored engagement strategies based on a prospect’s needs, circumstances, and stage in the decision-making process.

Navigate multiple stakeholders within prospective relationships and identify the appropriate path to a successful close.

Maintain accurate and timely CRM records, pipeline reporting, activity tracking, and forecasts.

Partner closely with Altfest advisors and leadership to create a seamless transition from prospect to client.

Maintain a strong understanding of Altfest’s services as well as developments and trends across the wealth management industry.

What We’re Looking For

We are looking for someone who combines strong relationship-building skills with a demonstrated ability to generate results.

Successful candidates will typically bring

Experience in

wealth management sales, business development, private wealth, financial services, or a closely related field.

A demonstrated track record of identifying, developing, and converting new business opportunities.

Strong prospecting and pipeline-management capabilities.

The ability to build credibility and trust with high-net-worth individuals, families, and professional partners.

Excellent communication, presentation, and relationship-management skills.

An entrepreneurial mindset and the ability to operate successfully with a high degree of ownership and initiative.

Strong judgment, professionalism, and integrity.

Comfort working with CRM platforms and Microsoft Office, including Outlook and Word.

A bachelor’s degree or equivalent relevant professional experience.

CFP®, CFA, MBA, or other relevant advanced credentials are welcomed but not required.

Willingness to travel and work on the weekends as needed.

Why Altfest?

At Altfest, you’ll have the opportunity to contribute directly to the continued growth of an established independent wealth management firm while working alongside experienced financial planning and investment professionals.

For someone who enjoys building relationships, creating opportunities, and seeing a direct connection between individual performance and firm growth, this is an opportunity to make a meaningful impact.

Compensation &

Benefits

Base Salary: $125,000, plus incentive compensation.

The Company believes $125,000 is the appropriate base salary for this position at the time of posting. Final compensation will be determined based on the candidate’s experience, qualifications, skills, and the requirements of the position. The Company reserves the right to modify compensation consistent with applicable law.

Altfest offers a comprehensive benefits package, including

Fully paid medical plan with no in-network copays or deductibles

Dental insurance

Vision insurance

Life and AD&D insurance

Short-Term Disability

Long-Term Disability

Flexible Spending Account (FSA)

Traditional and Roth 401(k)

Paid Parental Leave

Equal Opportunity Employer

Altfest Personal Wealth Management is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all qualified applicants and employees without regard to race, color, religion, sex, gender, sexual orientation, gender identity or expression, national origin, age, disability, protected veteran status, or any other characteristic protected by applicable law.

Company	Altfest Personal Wealth Management
Location	New York
Type	FULL TIME
Niche	Managers

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