Business Development Officer

Hightower Advisors; Dallas (TX); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401k matching plan

HSA employer contributions

Parental leave

Job summary

Hightower Advisors is seeking a Business Development Officer to own the sales journey from qualified lead through close and set the tone for a high-conversion client experience. You will engage prospects, conduct discovery, and align Hightower's capabilities with client needs to drive growth.

You will partner with advisors to bring in the right experts at the right time, manage the pipeline in Salesforce, and maintain accurate forecasting and next steps across the client journey.

Qualifications

• 5–10+ years of successful sales, business development, or client relationship experience in wealth management or financial services.
• Strong consultative selling and discovery skills to translate client needs into a tailored proposition.
• Experience owning and managing a sales pipeline through a CRM, preferably Salesforce.

Responsibilities

• Engage qualified prospects and lead introductory meetings across phone, video, and in-person channels.
• Lead discovery conversations to understand assets, goals, and decision processes.
• Articulate Hightower's value proposition and drive opportunities from meeting to close.
• Coordinate planning meetings with the advisor and maintain CRM records and forecast visibility.
• Ensure disciplined follow-up and progression through the sales journey.

Skills

Sales experience

CRM management

Prospecting

Communication

Negotiation

Forecasting

Tools

Salesforce

Job description

Our Story

Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).

Our Story

Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).

The Role

We are seeking a Business Development Officer to own the sales journey from qualified lead through close, while setting the tone for a disciplined, high-conversion client experience as Hightower Signature Wealth builds out its full-funnel growth engine.

You will engage qualified prospects, lead discovery and introductory meetings, articulate Hightower's value proposition, and drive each opportunity through the sales process. You will bring in the appropriate advisor at the right point while remaining accountable for pipeline progression and conversion through close.

If you are passionate about building relationships with prospective clients, understanding their financial needs, and converting opportunities into long-term client relationships, this is an opportunity to help shape the growth engine at Hightower Signature Wealth.

What You'll Do

• Engage qualified wealth management prospects and lead introductory meetings across phone, video, and in-person channels
• Lead structured discovery conversations across assets, financial goals, household dynamics, and decision process to understand each prospect's needs
• Draw on your financial services expertise and Hightower's broader capabilities to articulate a tailored value proposition for each prospect
• Own and actively manage your sales pipeline, driving opportunities from Meeting 1 through planning and close
• Build and maintain strong prospect relationships through disciplined, timely follow-up across the sales journey
• Bring in the appropriate advisor and other Hightower experts at the right point based on each prospect's needs
• Coordinate and prepare planning meetings with the advisor, ensuring continuity across the client journey
• Maintain accurate CRM records, pipeline stages, next steps, and forecast visibility
• Remain accountable for conversion performance through close

What You'll Bring

• 5–10+ years of successful sales, business development, or client relationship experience in wealth management or financial services
• Strong understanding of the financial services industry, wealth management, and the needs of high-net-worth clients
• Strong consultative selling and structured discovery skills, with experience translating client needs into a tailored proposition
• Demonstrated ability to build relationships with prospective clients and lead client-facing sales conversations
• Experience owning and managing a sales pipeline through a CRM, preferably Salesforce
• Strong follow-up discipline, organization, and ability to manage multiple opportunities simultaneously
• Metrics-driven mindset with accountability for pipeline progression and conversion performance
• Relevant securities or investment adviser license/designation preferred

Preferred Qualifications

• CFP® certification or actively pursuing certification
• Series 65 or Series 66 license

What We Offer

• Coverage on the first day of employment for medical, dental, and vision insurance
• Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
• 401k matching plan
• HSA employer contributions
• Student loan assistance
• Pet insurance
• In-office Monday through Thursday and work from home on Fridays

AN EQUAL OPPORTUNITY EMPLOYER:

Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.