Senior BD Director - Lead Growth Engine & Team

True North Advisors, LLC; Dallas (TX); On-site; USD 180,000 - 280,000; Full time

Benefits offered by this job

PTO benefits

401(k) match

Free financial planning

Energetic culture

Bonus program

Job summary

True North Advisors, LLC in Dallas, TX seeks a Senior Director of Business Development to lead a four-person BD team and drive 20% annual organic AUM growth. Reporting to the CEO, you’ll steer pipeline, nurture partnerships, and collaborate with marketing, investment, and advisory teams to deliver a seamless client experience.

The role requires a proven track record in wealth management sales leadership, strong management skills, and the ability to scale a growth engine within a high-performing

Qualifications

• Bachelor’s degree in business or a related field.
• 10+ years of demonstrated sales leadership experience in wealth management (RIA, wirehouse, asset management).
• Experience managing and developing high-performing teams.
• Deep familiarity with high-net-worth or institutional sales; bonus for alternatives platform knowledge.
• Fluency with CRM systems and pipeline management (Salesforce preferred).
• Excellent communicator and collaborator in cross-functional environments.

Responsibilities

• Lead and manage the Business Development team of four professionals through regular meetings, clear status updates, and consistent accountability for performance, priorities, and follow-through.
• Coach, motivate, and develop the team to improve individual and collective performance through strong leadership and coaching techniques.
• Ensure adherence to internal processes, including Salesforce documentation and pipeline workflows.
• Own the sales pipeline from top of funnel to close, including lead generation oversight and final close accountability.
• Leverage strategic partnerships from mergers and acquisitions to evolve business development processes and ensure alignment with company standards.
• Collaborate cross-functionally with marketing, investment, and advisory teams to deliver a seamless client acquisition experience.

Skills

Leadership

Sales Leadership

CRM Salesforce

Pipeline Management

Strategic Partnerships

Team Coaching

Education

Bachelor’s degree in business

Tools

Salesforce

Job description

True North Advisors, LLC in Dallas, TX seeks a Senior Director of Business Development to lead a four-person BD team and drive 20% annual organic AUM growth. Reporting to the CEO, you’ll steer pipeline, nurture partnerships, and collaborate with marketing, investment, and advisory teams to deliver a seamless client experience.

The role requires a proven track record in wealth management sales leadership, strong management skills, and the ability to scale a growth engine within a high-performing