Are you ready to fulfill lives? True North Advisors is currently hiring a Managing Director of Business Development. True North is an Independent RIA that serves the wealth management needs of high-net-worth individuals and offers a suite of alternative investment strategies to family offices, other RIAs, and investment- only qualified purchasers. True North’s investment philosophy is heavily biased to fundamental analysis and value investment principles.

This role is based in Dallas, Texas and serves as a member of True North’s Leadership Team. The Managing Director of Business Development is responsible for overseeing the firm’s business development strategies, sales pipeline, revenue goals, and marketing initiatives. The ideal candidate has sales and marketing team leadership experience and proven success consistently generating new business.

Responsibilities include:

• Developing and executing successful business development strategies for all markets served in order to generate significant assets for the firm;
• Building and managing an effective and efficient sales pipeline using real-time dashboards in Salesforce;
• Guiding the ongoing professional development, training, and certification of the sales and marketing teams;
• Recruiting additional sales team members, as needed;
• Establishing performance goals for the sales and marketing teams, identifying solutions for barriers to goal achievement, and building a positive culture of accountability;
• Articulating True North’s unique value proposition to convert prospects;
• Supervise the marketing team with drafting communications and planning educational events for clients and prospects; all marketing related activities
• Manage BD Playbook which outline various lead generation strategies , e.g., Ambassadors, PTP, Western.
• Maintaining a clear understanding of key performance metrics, reporting on them weekly, and using that data to drive results.
• Add: Manage and support M&A processes from inception through integration.

Required Education, Skills & Experience

• Bachelor’s degree (BA) from four-year college or university;
• Applicable professional designation (CFP, CPWA, CFA, etc.) or MBA is strongly preferred; 
• Ten or more years related management experience, with ten plus years in sales/business development role, and ten plus years leading and developing a team
• Experience executing the technical aspects of wealth management, including investment management and wealth planning disciplines is highly preferred;
• Experience working with high-net-worth clients is strongly preferred;
• Demonstrated aptitude and passion for sales;
• Proven success in prospect engagement, pipeline management, and opportunity conversion;
• Proficiency with technology (specifically Salesforce, Outlook, Word, Excel, VPNs for remote work, etc.);
• Willingness to a travel approximately 20% of time, as necessary.

Benefits & Perks:

• Competitive base salary;
• Year-end incentive compensation up to 40% of base salary, based on firm goals and individual performance;
• Generous PTO policy;
• Self-directed 401(k) Plan with employer contribution;
• Option to telecommute up to two days per week;
• Employer contribution of $2,000/year into individual Health Savings Account, for all employees enrolled in the firm’s medical insurance;
• Complimentary wealth planning services for employees and their spouses.

Background

True North Advisors was founded on the shared vision that the only way to truly provide clients with trustworthy advice is through complete independence, objectivity, and the absence of conflicts of interest.

We offer peace of mind for our clients and their families. Managing wealth is more than just dollars and cents. At True North, our Wealth Managers work collaboratively with our Wealth Planning team using every lens to create comprehensive wealth plans. We offer innovative planning to provide perspective, opportunity, and fulfillment in every area of our client’s lives. We were an early adopter in recommending private investments, including public and private platform opportunities in real estate, private equity, and energy. We exercise financial discipline and work closely with our clients to ensure that their personal goals are met.

Since True North’s inception in 2000, our mission has been to help our clients lead more fulfilled lives through trust, personalization, and simplicity. Go North today and join us to help us continue to fulfill lives.