Focus Partners Wealth
Regional Vice President - Business Development
Focus Partners Wealth, Denver, Colorado, United States, 80285
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.
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 RVP’s value proposition.
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.
Client‑centric 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.
Compensation The base pay range is $250,000–$300,000, tailored to experience, expertise, location, and skill set. Compensation is largely based on AUM growth under a tiered payout model with unlimited earning potential, with an annual bonus tied to a tiered structure that rewards greater AUM growth.
EEO Statement Focus Partners Wealth is an equal‑opportunity employer. All qualified applicants are considered without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other protected class in accordance with applicable law.
Additional legal‑language statements are provided for specific state requirements as applicable.
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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 RVP’s value proposition.
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.
Client‑centric 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.
Compensation The base pay range is $250,000–$300,000, tailored to experience, expertise, location, and skill set. Compensation is largely based on AUM growth under a tiered payout model with unlimited earning potential, with an annual bonus tied to a tiered structure that rewards greater AUM growth.
EEO Statement Focus Partners Wealth is an equal‑opportunity employer. All qualified applicants are considered without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other protected class in accordance with applicable law.
Additional legal‑language statements are provided for specific state requirements as applicable.
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