Director of Business Development

Lead and elevate business development at an independent wealth advisory firm to drive client growth.

Altair Advisers, an employee-owned wealth advisory firm, is seeking a Director of Business Development to build and lead a high-performing business development function that supports the firm’s continued growth through effective pipeline management, relationship development, and coordinated business development efforts.

Partnering with the executives, senior advisors, the Director of Marketing, and the Client Service team, the Director will bring greater structure, coordination, and accountability to the firm’s growth initiatives while enabling team members to identify and advance high-value opportunities. The ideal candidate is a hands-on leader who combines strategic judgment with strong execution and thrives in a fast-paced, entrepreneurial environment.

The role in action:

• Drive the prospect-to-client process from initial introduction through onboarding, ensuring opportunities are actively managed and consistently advanced.
• Manage pipeline strategy, reporting, and follow-through, helping senior advisors prioritize the relationships and opportunities with the greatest potential.
• Serve as a hands-on strategic partner to senior advisors, preparing for key prospect and referral conversations, prioritizing relationships, and translating insights into actionable next steps.
• Strengthen business development infrastructure through effective CRM governance, proposal management, relationship intelligence, and cross-functional coordination.
• Collaborate with Marketing, Client Service, and leadership to align growth priorities, assess market and referral opportunities, and strengthen coordination across the firm.
• Develop a scalable business development function by establishing standards and processes necessary to improve execution and support the firm’s continued growth.

We are seeking candidates who:

• Bring 10+ years of experience in business development, sales operations, or sales enablement, ideally within wealth management or another relationship-driven professional services environment.
• Demonstrate a proactive, self-directed approach and strong organizational and execution skills, with the ability to anticipate needs, identify opportunities, manage competing priorities, and drive work forward in a partnership-driven environment.