Business Development Officer

Hightower Advisors • Dallas, TX

3d • Hybrid

About The Position

Hightower is a wealth management firm founded in 2008 that provides investment, financial, and retirement planning services to individuals, foundations, and family offices, along with 401(k) consulting and cash management services to corporations. Based in Chicago, Hightower operates as a registered investment advisor and supports independent-minded wealth advisors across the U.S.

Hightower Signature Wealth is seeking a Business Development Officer to own the sales journey from qualified lead through close and help build a disciplined, high-conversion growth engine. The role engages qualified prospects, leads discovery and introductory meetings, explains Hightower’s value proposition, and remains accountable for pipeline progression and conversion. The officer brings in the appropriate advisor and other experts at the right point while ensuring continuity throughout the prospect’s journey.

Requirements

• 5–10+ years of successful 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, including 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; Salesforce is preferred.
• Strong follow-up discipline, organization, and ability to manage multiple opportunities simultaneously.
• Metrics-driven mindset with accountability for pipeline progression and conversion performance.
• U.S. citizenship, U.S. permanent residency, or other unrestricted U.S. work authorization; no current or future sponsorship required.

Nice To Haves

• Relevant securities or investment adviser license or designation.
• CFP® certification or active pursuit of certification.
• Series 65 or Series 66 license.

Responsibilities

• Engage qualified wealth management prospects and lead introductory meetings by phone, video, and in person.
• Lead structured discovery conversations about assets, financial goals, household dynamics, and decision processes.
• Use financial services expertise and Hightower’s capabilities to articulate a tailored value proposition for each prospect.
• Own and actively manage the sales pipeline, driving opportunities from Meeting 1 through planning and close.
• Build and maintain prospect relationships through disciplined, timely follow-up.
• Bring in the appropriate advisor and other Hightower experts based on each prospect’s needs.
• Coordinate and prepare planning meetings with the advisor to ensure continuity across the client journey.
• Maintain accurate CRM records, pipeline stages, next steps, and forecast visibility.
• Remain accountable for conversion performance through close.

Benefits

• Medical, dental, and vision insurance coverage beginning on the first day of employment.
• Paid parental leave: 16 weeks for a primary caregiver and 8 weeks for a secondary caregiver.
• 401(k) matching plan.
• HSA employer contributions.
• Student loan assistance.
• Pet insurance.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed