Wealth Management Growth Executive

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

Benefits offered by this job

Medical, dental, and vision insurance

401(k) matching

HSA contributions

Parental leave

Student loan assistance

Pet insurance

Hybrid in-office Mon-Thu, work from e/

Job summary

HighTower Advisors, LLC is seeking a Business Development Officer to own the sales journey from qualified lead through close, 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.

Qualifications

• 5–10+ years of 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.

Responsibilities

• 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.

Skills

Sales experience

Business development

Client relationship management

Wealth management knowledge

CRM proficiency

Education

CFP certification

Series 65 license

Series 66 license

Tools

Salesforce

CRM software

Job description

HighTower Advisors, LLC is seeking a Business Development Officer to own the sales journey from qualified lead through close, 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.