Focus Financial Partners
Associate Vice President, Business Development
Focus Financial Partners - San Francisco, California, United States, 94199
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Overview
Associate Vice President, Business Development
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Associate Vice President, Business Development
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Focus Financial Partners Associate Vice President, Business Development
1 day ago Be among the first 25 applicants Join to apply for the
Associate Vice President, Business Development
role at
Focus Financial Partners Get AI-powered advice on this job and more exclusive features. ASSOCIATE VICE PRESIDENT, BUSINESS DEVELOPMENT
San Francisco, CA
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 Degree 5+ 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.
The annualized base pay range for this role is expected to be between $200,000 - $250,000/year. 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 cash bonus and a comprehensive benefits package.
Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit www.focusfinancialpartners.com. 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 Financial Partners by 2x Sign in to set job alerts for “Vice President of Business Development” roles.
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Join to apply for the
Associate Vice President, Business Development
role at
Focus Financial Partners Associate Vice President, Business Development
1 day ago Be among the first 25 applicants Join to apply for the
Associate Vice President, Business Development
role at
Focus Financial Partners Get AI-powered advice on this job and more exclusive features. ASSOCIATE VICE PRESIDENT, BUSINESS DEVELOPMENT
San Francisco, CA
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 Degree 5+ 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.
The annualized base pay range for this role is expected to be between $200,000 - $250,000/year. 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 cash bonus and a comprehensive benefits package.
Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit www.focusfinancialpartners.com. 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 Financial Partners by 2x Sign in to set job alerts for “Vice President of Business Development” roles.
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