Focus Partners Wealth
Regional Vice President - Business Development
Focus Partners Wealth, San Francisco, California, United States, 94199
Regional Vice President - Business Development
Focus Partners Wealth (FPW) is a dynamic and growing independent wealth management firm offering a holistic approach to advising clients through comprehensive financial planning and investment management. Our mission is to elevate lives by leveraging the capabilities and expertise only the largest financial institutions can provide while delivering a deeply personalized experience.
Position Summary The Regional Vice President (RVP) is responsible for business development in the Bay Area, working within a team led by the Managing Director to drive growth and success for the firm by representing FPW within the Schwab Advisor Network (SAN) referral channel.
Primary Responsibilities
Leverage established custodian referral networks to increase market share and grow the firm’s book of business.
Build an active pipeline of new client leads and opportunities to meet and exceed individual and firm client growth goals.
Engage regularly with Schwab Financial Consultants (FCs).
Develop and maintain prospective client relationships through high‑touch, white‑glove service, ensuring regular contact and demonstrating a clear understanding of their situation and needs.
Own the full sales cycle from lead generation through closed business.
Collaborate cross‑functionally between sales, marketing, and investment strategy groups to ensure all sales collateral and proposal materials effectively communicate the firm’s unique value proposition and what is most important to each prospective client.
Deliver proposals to prospective clients.
Qualifications
Bachelor’s degree required.
5+ years of financial services experience with demonstrated results in business development and sales with investment clients; Schwab and Fidelity referral channel experience strongly preferred.
Proficient in Microsoft Office Suite, Salesforce, and custodian platforms.
Strong background in discussing investments and financial markets with clients.
Exceptional communication and presentation skills.
Clients at the core attitude.
Self‑starter, energetic, and assertive.
Team player with excellent people skills.
Acute attention to detail, poised, and organized with a keen sense of urgency.
Versatility, flexibility, and an ability to work within constantly changing priorities with enthusiasm.
Compensation As an RVP, compensation is largely based on AUM growth under a tiered payout model tied to net revenue for each new client brought on. Growth‑related compensation is uncapped, providing unlimited earning potential.
FPW offers a competitive starting pay, generally in the $250,000–$300,000 range, tailored to experience, expertise, geographic location, and skill set. This role is eligible for an annual bonus based on a tiered structure that rewards greater AUM growth, significantly elevating total compensation for those who consistently outperform.
EEO Statement For California Applicants: Information on your California privacy rights can be found here.
For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.
For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.
For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.
For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act (Mont. Code Ann. Section 39‑2‑901).
For Rhode Island Applicants: Focus is subject to Chapters 29‑38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. The Company complies fully with the Americans with Disabilities Act.
Location & Salary San Francisco, CA – $157,464 – $293,760 (2 weeks ago)
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Position Summary The Regional Vice President (RVP) is responsible for business development in the Bay Area, working within a team led by the Managing Director to drive growth and success for the firm by representing FPW within the Schwab Advisor Network (SAN) referral channel.
Primary Responsibilities
Leverage established custodian referral networks to increase market share and grow the firm’s book of business.
Build an active pipeline of new client leads and opportunities to meet and exceed individual and firm client growth goals.
Engage regularly with Schwab Financial Consultants (FCs).
Develop and maintain prospective client relationships through high‑touch, white‑glove service, ensuring regular contact and demonstrating a clear understanding of their situation and needs.
Own the full sales cycle from lead generation through closed business.
Collaborate cross‑functionally between sales, marketing, and investment strategy groups to ensure all sales collateral and proposal materials effectively communicate the firm’s unique value proposition and what is most important to each prospective client.
Deliver proposals to prospective clients.
Qualifications
Bachelor’s degree required.
5+ years of financial services experience with demonstrated results in business development and sales with investment clients; Schwab and Fidelity referral channel experience strongly preferred.
Proficient in Microsoft Office Suite, Salesforce, and custodian platforms.
Strong background in discussing investments and financial markets with clients.
Exceptional communication and presentation skills.
Clients at the core attitude.
Self‑starter, energetic, and assertive.
Team player with excellent people skills.
Acute attention to detail, poised, and organized with a keen sense of urgency.
Versatility, flexibility, and an ability to work within constantly changing priorities with enthusiasm.
Compensation As an RVP, compensation is largely based on AUM growth under a tiered payout model tied to net revenue for each new client brought on. Growth‑related compensation is uncapped, providing unlimited earning potential.
FPW offers a competitive starting pay, generally in the $250,000–$300,000 range, tailored to experience, expertise, geographic location, and skill set. This role is eligible for an annual bonus based on a tiered structure that rewards greater AUM growth, significantly elevating total compensation for those who consistently outperform.
EEO Statement For California Applicants: Information on your California privacy rights can be found here.
For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.
For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.
For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.
For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act (Mont. Code Ann. Section 39‑2‑901).
For Rhode Island Applicants: Focus is subject to Chapters 29‑38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. The Company complies fully with the Americans with Disabilities Act.
Location & Salary San Francisco, CA – $157,464 – $293,760 (2 weeks ago)
#J-18808-Ljbffr