Who We Are

Wealthspire Advisors is a New York City-based, independent registered investment Advisory firm with $20B in AUM. We have more than 250 employees serving clients from 20 offices in 11 states. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit www.wealthspire.com.

Role Background:

The Business Developer will report directly to the Office Lead and will work in collaboration with Lead Advisors to generate business through new client acquisition.

Responsibilities:

• Focus on new client acquisition through external events and meetings. With Lead Advisors meet with qualified prospects and COIs.

• Business Development:
  • Seeks new clients through sales, marketing, and referrals
  • Embrace nfp and look to implement cross sell opportunities
  • Initiates, develops and maintains strategic alliance relationships
  • Developments and implements select referral strategies
  • Responsible for initial relationship and follow-up with prospects
  • Utilize technology to source qualified prospects
  • Review and evaluate prospect lists regularly
  • Attend designated industry meetings and trainings

• Marketing:
  • Participate on Marketing Committee
  • Work with the Director of Marketing and Marketing Coordinator to follow-up with prospects generated through external marketing efforts
  • Contribute to external marketing efforts through papers and other forms of communication
  • Stay abreast of changes in the external marketing and business development environment

• Systems
  • Proficient with in-house office systems - Client Relationship Management and Document Management Systems
  • Excellent computer skills with Microsoft Office® Suite.

• Performs other duties as and when needed.

Qualifications:

• Bachelors degree and at least two years of relevant work experience

• Comfortable following up on leads generated through prospecting events and outreach
• Comfortable in social situations and making introductions
• Ability to prioritize tasks and work in a team environment
• Continuously exhibits personal integrity and professional initiative.
• Reliable, follows through on commitments, self-starter when it comes to new challenges.
• Must be organized, detail-oriented and able to manage and prioritize tasks.
• Excellent written and verbal communication.
• Collaborative and able to work effectively with others.
• Professional appearance and manner

We’re part of NFP, a six-time Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. NFP is a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. NFP provides solutions enabling client success through the expertise of over 7,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions.

What We Offer

NFP and Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.

NFP and You... Better together!

NFP and Wealthspire Advisors is an inclusive Equal Employment Opportunity employer.