Dallas, Texas, United States · On-site
True North is a $5B+ RIA with a clear mission: deliver exceptional value to families and institutions through disciplined planning, thoughtful investment management, and an aligned team. Our organic growth strategy is de…
Skills: Sales leadership, Wealth management, Team management, Business development, Salesforce
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The Senior Director of Business Development will lead and coach a team of four professionals to drive organic AUM growth through disciplined sales pipeline management. They will collaborate cross-functionally to ensure a seamless client acquisition experience while maintaining adherence to internal processes and Salesforce documentation.
Candidates must possess a bachelor's degree and at least 10 years of sales leadership experience, with a minimum of 5 years specifically in the wealth management industry. Strong proficiency in CRM systems and a proven track record of managing high-performing teams are essential for this role.
True North is a $5B+ RIA with a clear mission: deliver exceptional value to families and institutions through disciplined planning, thoughtful investment management, and an aligned team. Our organic growth strategy is defined, resourced, and working—and we’re looking for the right leader to scale it.
It is a mission-oriented role for a leader who can execute with excellence, coach with humility, and lead a high-performing team toward our clearly defined goal: 20% annual organic AUM growth.
We are looking for a grit-driven, inspiring leader who brings energy, accountability, and strong interpersonal presence to elevate a high-performing business development team. This role is ideal for someone who motivates others to deliver results and leads as a true player-coach with confidence, humility, and purpose.
This is an opportunity to step into a high-visibility leadership role at a firm with a proven growth engine, clear strategic direction, and meaningful momentum. You will report directly to the CEO, lead a team that is central to the firm’s organic growth strategy, and help shape how True North continues to grow while integrating the strengths of firms joining through mergers and acquisitions. For the right leader, this is a chance to make a measurable impact, elevate a capable team, and help drive the next chapter of growth at a firm with both scale and purpose.
What Success Looks Like
In the first 3–6 months, success in this role means establishing strong leadership credibility with the Business Development team, creating consistency in operating rhythm and reporting, focus on Salesforce discipline and pipeline visibility, and elevating coaching, accountability, and performance across the team. Longer term, success means measurable contribution to the firm’s 20% gross organic AUM growth goal and continued evolution of a scalable, repeatable growth engine.
What This Role Is Not
Your Background
Background:
True North is an Independent RIA that serves the wealth management needs of high-net-worth individuals and institutional clients. 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 seek to provide peace of mind to our clients and their families. Managing an individual’s 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 plans designed to achieve clients’ long-term goals. We offer innovative solutions and provide perspective, opportunity, and fulfillment in every area of our clients’ lives. We were an early adopter in recommending private investments, including public and private platform opportunities in real estate, private equity, and energy.
Established 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.
Fulfilling Lives.™
True North Advisors is a privately owned wealth advisory and multi-family office headquartered in Dallas. We serve business owners, private investors, and families with significant wealth who require more than investment management. They require a trusted strategic partner. Personal by Design. Institutional by Capability. Our role is to integrate every dimension of a family’s financial world, including wealth planning, portfolio construction, private investments, business exit strategy, and legacy design, into one aligned strategy. We earn trust through disciplined execution, deliver deeply personalized counsel shaped around each family’s values and vision, and stay one step ahead by anticipating complexity before it becomes reactive. Founded in 2000, True North operates with a long-term orientation and a generational mindset. Our mission, Fulfilling Lives™, reflects our commitment to helping families use wealth intentionally, by preserving opportunity, strengthening purpose, and building legacies that endure. The most important asset we manage is trust.
Offices: 3131 Turtle Creek Blvd, Ste 1300, Dallas, TX 75219, US · 3100 W 7th St, Ste 300, Fort Worth, Texas 76107, US
Fulfilling Lives.™
True North Advisors is a privately owned wealth advisory and multi-family office headquartered in Dallas. We serve business owners, private investors, and families with significant wealth who require more than investment management. They require a trusted strategic partner. Personal by Design. Institutional by Capability. Our role is to integrate every dimension of a family’s financial world, including wealth planning, portfolio construction, private investments, business exit strategy, and legacy design, into one aligned strategy. We earn trust through disciplined execution, deliver deeply personalized counsel shaped around each family’s values and vision, and stay one step ahead by anticipating complexity before it becomes reactive. Founded in 2000, True North operates with a long-term orientation and a generational mindset. Our mission, Fulfilling Lives™, reflects our commitment to helping families use wealth intentionally, by preserving opportunity, strengthening purpose, and building legacies that endure. The most important asset we manage is trust.
Offices: 3131 Turtle Creek Blvd, Ste 1300, Dallas, TX 75219, US · 3100 W 7th St, Ste 300, Fort Worth, Texas 76107, US
