Senior Growth Director, Business Development

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

Benefits offered by this job

PTO 20 days

PTO 23 days after year 2

401(k) with employer contribution

Free financial planning for employees

Job summary

True North Advisors is seeking a Senior Director of Business Development in Dallas, TX to lead a four-person BD team and drive 20% annual organic AUM growth. Report to the CEO, oversee pipeline from lead to close, and refine processes across mergers and acquisitions integration.

You will coach, motivate, and develop the team, maintain disciplined Salesforce usage, and collaborate with marketing, investment, and advisory units to deliver a seamless client experience.

Qualifications

• 10+ years of demonstrated sales leadership experience, including at least 5 years within the wealth management industry (RIA, wirehouse, asset management).
• Experience managing and developing high-performing teams.
• Fluency with CRM systems (Salesforce preferred) and pipeline management.

Responsibilities

• Lead and manage the Business Development team of four professionals through regular meetings, clear status updates, and accountability for performance, priorities, and follow-through.
• Coach, motivate, and develop the team to improve performance through leadership and coaching techniques that drive results.
• Own the sales pipeline from top of funnel to close, including lead generation oversight and final close accountability.
• Collaborate cross-functionally with marketing, investment, and advisory teams to deliver a seamless client acquisition experience.

Skills

Sales leadership

Wealth management knowledge

CRM systems

Cross-functional collaboration

Education

Bachelor’s degree in business or related field

Tools

Salesforce

Job description

True North Advisors is seeking a Senior Director of Business Development in Dallas, TX to lead a four-person BD team and drive 20% annual organic AUM growth. Report to the CEO, oversee pipeline from lead to close, and refine processes across mergers and acquisitions integration.

You will coach, motivate, and develop the team, maintain disciplined Salesforce usage, and collaborate with marketing, investment, and advisory units to deliver a seamless client experience.