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About the Role
Wealthspire seeks a VP, Business Development focused on growing client engagement through excellent wealth management and financial planning services. This role involves advancing business, advising clients, and managing portfolios, requiring a professional adept at building trust and delivering careful investment and planning advice.
Responsibilities
- Lead and/or support other advisors in managing client engagements.
- Determine appropriate client allocations based on investment objectives, risk tolerance, and financial situation.
- Perform investment and planning duties, including rebalancing portfolios, managing money movements, and tax loss harvesting.
- Service client accounts by tracking and monitoring asset transfers.
- Prepare and present performance reports.
- Process transaction requests and handle account paperwork.
- Initiate and handle client calls regarding account inquiries, portfolio performance, and planning items.
- Support the creation of client financial plans using financial planning software.
- Monitor client investments and suggest portfolio changes.
- Prepare for and attend client meetings, managing follow-up activities.
- Build proposals for prospective clients.
- Coordinate with clients' attorneys, accountants, and other professionals.
- Develop and maintain knowledge of financial planning concepts, including tax planning, insurance, and education funding.
- Pursue professional development opportunities, including additional licenses and designations.
- Actively participate in internal and external training sessions and networking events.
Requirements
- Minimum 5 years of wealth management experience.
- Ability to independently manage and prioritize multiple projects.
- Organized, meticulous, and able to effectively manage task lists.
- Excellent written and verbal communication skills.
- Flexible, adaptable to change, and open to new ideas.
- Ability to think creatively.
- Reliable and follows through on commitments.
- Personal integrity and professional initiative.
- Prior experience overseeing teams is an advantage.
- Strong problem-solving and influence/consensus-building skills.
- Strong communication and organizational skills.
- Ability to work through questions and concerns collaboratively.
Skills
- Wealth management
- Financial planning
- Investment management
- Portfolio management
- Microsoft Office
- CRM software
- Portfolio management software
- Financial planning software
Location
- United States
- Canada
- United Kingdom
Work Type
- Full-time
Experience Level
- VP
Education Level
- Bachelor's degree or higher preferably in financial planning, business, accounting, finance, economics, law or related experience.
- CFP designation required.
Benefits
- Competitive salary
- PTO & paid holidays
- 401(k) with match
- Exclusive discount programs
- Health & wellness programs
About the Company
- Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom.
- We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services.
- With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise.
- Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey.
- Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first—our clients, our colleagues, and our communities.
Equal Opportunity
- Wealthspire is an inclusive Equal Employment Opportunity employer.