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Wealth Management Growth Director for HNW Clients

L7

altfest personal wealth managementNew York, NYyesterday

Occupations

Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelSales ManagersPersonal Financial Advisors

Industries

Portfolio Management and Investment AdviceTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
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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Apply now (opens in a new tab)

Level

ManagerL7

Location

New York, NY

Occupation

Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel

Industry

Portfolio Management and Investment Advice

Posted

yesterday

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