Senior Director of Business Development

What You'll Do

• Lead and manage the Business Development team of four professionals through regular meetings, clear status updates, and consistent accountability for performance, priorities, and follow-through.
• Coach, motivate, and develop the team to improve individual and collective performance through strong leadership, interpersonal effectiveness, industry knowledge, and coaching techniques that drive results.
• Ensure adherence to internal processes, including disciplined Salesforce documentation and consistent execution of business development workflows.
• Leverage strategic partnerships created through mergers and acquisitions by understanding the unique strengths of each organization joining True North and applying those insights to continue evolving business development processes and ensuring alignment with True North standards.
• Collaborate cross-functionally with marketing, investment, and advisory teams to deliver a seamless client acquisition experience.

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

• A role that manages advisors or the Wealth Management team.
• A strategic re-write. The playbook works. Your job is to run it and refine it—not reinvent it.