Wealth Management Business Development Lead

HighTower Advisors; Dallas (TX); Hybrid; USD 90,000 - 150,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

Paid parental leave

401k matching plan

HSA employer contributions

Student loan assistance

Pet insurance

In-office Mon-Thu, work from home on F

In-office Mon-Thu and work from home F

Job summary

HighTower Advisors is seeking a Business Development Officer to own the full sales journey from qualified leads to close, shaping a disciplined, high-conversion client experience for Hightower Signature Wealth.

You will engage qualified prospects, conduct discovery, articulate the firm’s value, and move opportunities through the sales process. The role requires CRM discipline, preferably Salesforce, and close collaboration with advisors.

Qualifications

• 5–10+ years of sales in wealth management or financial services.
• Strong consultative selling and discovery skills.
• Experience translating client needs into tailored propositions.
• CRM experience with pipeline management; Salesforce preferred.

Responsibilities

• Own and drive the end-to-end sales cycle from lead to close.
• Lead discovery conversations across assets, goals, and decision process.
• Articulate Hightower's value proposition for each prospect.
• Collaborate with advisors to match opportunities to the right expert.
• Maintain accurate CRM records, pipeline stages, and next steps.
• Ensure timely follow-up and progression through the sales journey.
• Manage expectations and drive conversion performance.

Skills

Consultative selling

Discovery skills

CRM pipeline management

Relationship building

Education

CFP certification

Series 65

Series 66

Tools

Salesforce

Job description

HighTower Advisors is seeking a Business Development Officer to own the full sales journey from qualified leads to close, shaping a disciplined, high-conversion client experience for Hightower Signature Wealth.

You will engage qualified prospects, conduct discovery, articulate the firm’s value, and move opportunities through the sales process. The role requires CRM discipline, preferably Salesforce, and close collaboration with advisors.