Business Development Manager

Elevate Search LLC; Houston (TX); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Comprehensive health, dental, and视ion

401(k) with employer contribution

Paid time off and company holidays

Additional employee well-being perks

Job summary

Elevate Search LLC is partnering with a growing Wealth Management Firm to identify a Sales Manager who will lead a high-performing business development team while staying actively involved in prospecting and relationship development.

The role emphasizes coaching, KPI tracking, data-driven decision making, and building scalable sales processes in a collaborative growth-focused environment.

Qualifications

• Experience leading inside sales, SDR, or business development teams.
• Strong track record as an individual contributor and people leader.
• Analytical mindset with ability to interpret data and drive improvements.
• Process-oriented with experience building scalable sales systems.
• Comfortable operating in a KPI-driven environment.
• Financial services experience is preferred.
• Series 65 license, or willingness to obtain within six months.

Responsibilities

• Coach and mentor a business development team to consistently achieve performance goals.
• Establish clear expectations, monitor KPIs, and provide ongoing feedback.
• Recruit, onboard, and develop top talent.
• Foster a culture of accountability and collaboration.
• Maintain an active prospecting pipeline and lead by example in outbound activities.
• Balance leadership duties with personal sales production.

Skills

Lead teams

Data-driven

KPI management

Prospecting

Coaching

Tools

CRM

Job description

We're partnering with a growing Wealth Management Firm to identify an experienced Sales Manager who thrives in a player-coach environment. This individual will lead a high-performing business development team while remaining actively involved in prospecting and relationship development.

This is an opportunity for a metrics-driven sales leader who enjoys building processes, coaching talent, and driving measurable results in a collaborative, growth-oriented organization.

What You'll Do:

Lead & Develop the Team

• Coach and mentor a business development team to consistently achieve performance goals.
• Establish clear expectations, monitor KPIs, and provide ongoing feedback.
• Recruit, onboard, and develop top talent.
• Foster a culture of accountability, continuous improvement, and collaboration.

Lead from the Front

• Maintain an active individual business development pipeline.
• Prospect through phone, LinkedIn, email, and other outbound strategies.
• Demonstrate best practices through hands-on execution.
• Balance leadership responsibilities with personal production.

Drive Performance

• Monitor key sales metrics, pipeline activity, and conversion rates.
• Analyze performance data to identify trends and improvement opportunities.
• Implement process enhancements that increase efficiency and results.
• Partner with leadership and marketing to optimize outreach strategy and messaging.

What We're Looking For

• Experience leading inside sales, SDR, or business development teams.
• Strong track record as an individual contributor and people leader.
• Analytical mindset with the ability to interpret data and improve performance.
• Process-oriented with experience implementing scalable sales systems.
• Comfortable working in a KPI-driven environment.
• Financial services experience is preferred.
• Series 65 license, or willingness to obtain one within the first six months.
• Quarterly performance bonus
• Comprehensive health, dental, and vision coverage.
• 401(k) with employer contribution.
• Paid time off and company holidays.
• Additional benefits focused on employee well-being and long-term career growth.