10+ years of experience in business development, sales operations, or sales enablement, preferably in wealth management or similar fields.
Proven track record in managing client relationships and driving growth initiatives.
Strong organizational skills with the ability to manage competing priorities effectively.
Hands-on leadership style with a focus on strategic execution.
Experience with CRM systems and business development infrastructure.
Responsibilities
Drive the prospect-to-client process from introduction to onboarding, ensuring active management of opportunities.
Manage pipeline strategy and reporting to help prioritize high-potential relationships.
Serve as a strategic partner to senior advisors, preparing for key conversations and translating insights into actionable steps.
Strengthen business development infrastructure through effective CRM governance and proposal management.
Collaborate with Marketing and Client Service teams to align growth priorities and assess market opportunities.
Develop scalable business development functions by establishing necessary standards and processes.
Benefits
Opportunity to work closely with senior leadership and advisors.
Dynamic, fast-paced entrepreneurial environment.
Chance to shape and elevate the firm's business development strategy.
Collaborative culture with cross-functional teamwork.
Potential for professional growth and development in a growing firm.
Full Job Description
Lead and elevate business development at an independent wealth advisory firm to drive client growth.
Partnering with the CEO, senior advisors, the Director of Marketing, and the Client Service team, the Director will bring greater structure, coordination, and accountability to the firm's growth initiatives while enabling shareholders to identify and advance high-value opportunities. The ideal candidate is a hands-on leader who combines strategic judgment with strong execution and thrives in a fast-paced, entrepreneurial environment.
The role in action:
Drive the prospect-to-client process from initial introduction through onboarding, ensuring opportunities are actively managed and consistently advanced.
Manage pipeline strategy, reporting, and follow-through, helping senior advisors prioritize the relationships and opportunities with the greatest potential.
Serve as a hands-on strategic partner to senior advisors, preparing for key prospect and referral conversations, prioritizing relationships, and translating insights into actionable next steps.
Strengthen business development infrastructure through effective CRM governance, proposal management, relationship intelligence, and cross-functional coordination.
Collaborate with Marketing, Client Service, and leadership to align growth priorities, assess market and referral opportunities, and strengthen coordination across the firm.
Develop a scalable business development function by establishing standards and processes necessary to improve execution and support the firm's continued growth.
We are seeking candidates who:
Bring 10+ years of experience in business development, sales operations, or sales enablement, ideally within wealth management or another relationship-driven professional services environment.
Demonstrate a proactive, self-directed approach and strong organizational and execution skills, with the ability to anticipate needs, identify opportunities, manage competing priorities, and drive work forward in a partnership-driven environment.
