SupportFinity
Associate Vice President, Business Development
SupportFinity - San Francisco, California, United States, 94199
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Associate Vice President, Business Development
Are you ready to apply Make sure you understand all the responsibilities and tasks associated with this role before proceeding. Join to apply for the Associate Vice President, Business Development role at Focus Partners Wealth Associate Vice President, Business Development 2 weeks ago Be among the first 25 applicants Join to apply for the Associate Vice President, Business Development role at Focus Partners Wealth Get AI-powered advice on this job and more exclusive features. ASSOCIATE VICE PRESIDENT, BUSINESS DEVELOPMENT Position Summary 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. The AVP is responsible for business development in a specified region working within a team led by the Senior Vice President helping to drive growth and success for the firm by representing FPW within 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 assuring 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 group to ensure all sales collateral and proposal materials are effectively telling the FPW story highlighting our unique value proposition and what is most important to each prospective client. Deliver proposals to prospective clients. Qualifications Bachelor's Degree5+ years 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.
About Focus Partners Wealth Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that's planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients' values, goals, motivations, and priorities at the heart of everything we do. Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC's website at www.advisorinfo.sec.gov. This position is an Exempt role. The annualized base pay range for this role is expected to be between $200,000-250,000 / yr. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual bonus and a comprehensive benefits package. Seniority level Seniority level Executive Employment type Employment type Full-time Job function Job function Business Development and Sales Referrals increase your chances of interviewing at Focus Partners Wealth by 2x Get notified about new Vice President of Business Development jobs in San Francisco, CA Vice President of Business Development (100% Sales Hunter) VP, CBO Initiatives and Business Operations Senior Vice President, Business Development & Client Officer - Healthcare VP of Sales & BD, Grid & Energy Services San Francisco, CA $270,000.00-$370,000.00 2 weeks ago Vice President, Mergers & Acquisitions and Partnership Development San Francisco, CA $155,000.00-$217,000.00 3 weeks ago VP, Business Development and Underwriting- Workers Compensation San Francisco, CA $210,000.00-$305,000.00 4 days ago San Mateo, CA $180,000.00-$210,000.00 1 month ago Regional Vice President of Sales - San Francisco San Francisco, CA $240,000.00-$270,000.00 2 weeks ago Walnut Creek, CA $204,000.00-$367,200.00 6 days ago Transaction Banking, Sales, Vice President San Francisco, CA $125,000.00-$250,000.00 4 days ago Public Relations Senior Vice President (B2B Technology) San Francisco, CA $195,000.00-$249,000.00 1 month ago Public Relations Vice President (B2B Technology) San Francisco, CA $145,000.00-$195,000.00 1 month ago Vice President, Sales Executive - Operate Practice (Managed Services) San Francisco, CA $137,000.00-$282,000.00 31 minutes ago Vice President of Strategic Business Development South San Francisco, CA $325,000.00-$375,000.00 4 months ago San Francisco, CA $192,500.00-$279,200.00 2 weeks ago Vice President, Direct to Corporate Business Development-1-R-247726 San Francisco, CA $89,300.00-$111,600.00 2 months ago South San Francisco, CA $325,000.00-$375,000.00 2 weeks ago Director, Business Development - West Coast VP of Multifamily Business Development-California San Francisco, CA $225,000.00-$250,000.00 3 weeks ago San Ramon, CA $200,000.00-$250,000.00 1 week ago Senior Vice President, Government Relations San Francisco, CA $350,000.00-$450,000.00 8 months ago San Francisco, CA $350,000.00-$450,000.00 8 months ago San Francisco, CA $340,000.00-$370,000.00 2 weeks ago Oakland, CA $144,278.00-$225,289.00 1 week ago We're unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. J-18808-Ljbffr Create a job alert for this search J-18808-Ljbffr
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Are you ready to apply Make sure you understand all the responsibilities and tasks associated with this role before proceeding. Join to apply for the Associate Vice President, Business Development role at Focus Partners Wealth Associate Vice President, Business Development 2 weeks ago Be among the first 25 applicants Join to apply for the Associate Vice President, Business Development role at Focus Partners Wealth Get AI-powered advice on this job and more exclusive features. ASSOCIATE VICE PRESIDENT, BUSINESS DEVELOPMENT Position Summary 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. The AVP is responsible for business development in a specified region working within a team led by the Senior Vice President helping to drive growth and success for the firm by representing FPW within 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 assuring 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 group to ensure all sales collateral and proposal materials are effectively telling the FPW story highlighting our unique value proposition and what is most important to each prospective client. Deliver proposals to prospective clients. Qualifications Bachelor's Degree5+ years 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.
About Focus Partners Wealth Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that's planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients' values, goals, motivations, and priorities at the heart of everything we do. Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC's website at www.advisorinfo.sec.gov. This position is an Exempt role. The annualized base pay range for this role is expected to be between $200,000-250,000 / yr. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual bonus and a comprehensive benefits package. Seniority level Seniority level Executive Employment type Employment type Full-time Job function Job function Business Development and Sales Referrals increase your chances of interviewing at Focus Partners Wealth by 2x Get notified about new Vice President of Business Development jobs in San Francisco, CA Vice President of Business Development (100% Sales Hunter) VP, CBO Initiatives and Business Operations Senior Vice President, Business Development & Client Officer - Healthcare VP of Sales & BD, Grid & Energy Services San Francisco, CA $270,000.00-$370,000.00 2 weeks ago Vice President, Mergers & Acquisitions and Partnership Development San Francisco, CA $155,000.00-$217,000.00 3 weeks ago VP, Business Development and Underwriting- Workers Compensation San Francisco, CA $210,000.00-$305,000.00 4 days ago San Mateo, CA $180,000.00-$210,000.00 1 month ago Regional Vice President of Sales - San Francisco San Francisco, CA $240,000.00-$270,000.00 2 weeks ago Walnut Creek, CA $204,000.00-$367,200.00 6 days ago Transaction Banking, Sales, Vice President San Francisco, CA $125,000.00-$250,000.00 4 days ago Public Relations Senior Vice President (B2B Technology) San Francisco, CA $195,000.00-$249,000.00 1 month ago Public Relations Vice President (B2B Technology) San Francisco, CA $145,000.00-$195,000.00 1 month ago Vice President, Sales Executive - Operate Practice (Managed Services) San Francisco, CA $137,000.00-$282,000.00 31 minutes ago Vice President of Strategic Business Development South San Francisco, CA $325,000.00-$375,000.00 4 months ago San Francisco, CA $192,500.00-$279,200.00 2 weeks ago Vice President, Direct to Corporate Business Development-1-R-247726 San Francisco, CA $89,300.00-$111,600.00 2 months ago South San Francisco, CA $325,000.00-$375,000.00 2 weeks ago Director, Business Development - West Coast VP of Multifamily Business Development-California San Francisco, CA $225,000.00-$250,000.00 3 weeks ago San Ramon, CA $200,000.00-$250,000.00 1 week ago Senior Vice President, Government Relations San Francisco, CA $350,000.00-$450,000.00 8 months ago San Francisco, CA $350,000.00-$450,000.00 8 months ago San Francisco, CA $340,000.00-$370,000.00 2 weeks ago Oakland, CA $144,278.00-$225,289.00 1 week ago We're unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. J-18808-Ljbffr Create a job alert for this search J-18808-Ljbffr
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