Associate Vice President, Business Development

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 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.