Director of Client Development

Position Summary

Focus Partners Wealth is seeking a Director of Client Development. The Director of Client Development is responsible for leading the Client Development (“Inside Sales”) function, driving lead qualification, pipeline conversion, and revenue growth. Reporting to the Chief Growth Officer, the Director of Client Development will oversee a team of business development representatives (“specialists”) responsible for qualifying leads and more senior inside sellers (“Associate VPs”) responsible for quarterbacking close. This individual will work closely with wealth advisory teams to help match prospective clients with the appropriate financial professionals.

To drive successful commercial results, this individual will be expected to monitor and optimize commercial outreach cadences and other tactics, messaging in discovery and pitch conversations, and coordination with the Marketing team and the Wealth Advisory team that owns servicing accounts post-close.

The ideal candidate is a proven sales leader skilled in managing, coaching, and scaling inside sales teams, leveraging data-driven insights. They bring both strategic acumen and operational rigor, with a track record of developing talent, driving productivity, and implementing scalable sales processes. Experience in the financial services or fintech sectors is a plus.

Primary Responsibilities

• Oversee lead qualification-to-close processes from direct and affiliate marketing channels.
• Manage and grow the Client Development team, including business development reps (“specialists”) qualifying both inbound- and outbound-driven leads and inside sellers (“Associate VPs”) quarterbacking close.
• Partner with the Wealth Advisory team, which will service the accounts post-close, to execute winning sales motions and introduce prospects to advisors at the right moment in the ‘purchase’ journey.
• Partner with the Marketing team to identify priority audiences and hone Focus’ messaging to prospective clients; develop playbooks and scripts to standardize winning messaging across the Client Development team.
• Develop and execute new multi-touch, multi-channel outreach programs to connect with and qualify marketing-driven leads.
• Maintain and review performance dashboards with the Client Development team, driving consistent, data-driven pipeline management.
• Implement and oversee use of CRM and sales automation tools (Salesforce, HubSpot, Gong, Outreach, etc.) to track and optimize sales productivity.
• Collaborate with the Chief Growth Officer and senior leadership to set sales targets and optimize spending as well as lead generation strategies by channel (e.g., digital marketing, SmartAsset, events, etc.)
• Implement career development paths for the Client Development team.
• Champion a culture of continuous improvement—testing new outreach methods, leveraging data insights, and sharing best practices across teams.

Qualifications

• Bachelor’s degree or equivalent experience; advanced degree a plus.
• 10+ years of experience in sales leadership, ideally in financial services / wealth management or fintech.
• Proven success leading inside sales teams, with additional experience in managing field sales a plus.
• Demonstrated experience scaling sales teams, including designing and testing new outreach and pitch tactics and optimizing pipeline reporting.
• Highly data-driven with experience leveraging CRM and sales automation tools (e.g., Salesforce, HubSpot, Gong, Outreach) to manage pipeline and improve productivity.
• Experience partnering closely with marketing teams on integrated go-to-market initiatives and content development.
• Excellent leadership, communication, and coaching skills, with the ability to motivate teams in a performance-oriented culture.
• Proven ability to balance strategic direction-setting with hands-on execution in a fast-paced, growth-oriented environment.

The Director of Client Development is an exempt position. 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.

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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. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation.  The Company complies fully with the Americans with Disabilities Act.