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Focus Financial Partners · 6 hours ago

Regional Vice President - Business Development

Denver, CO

Full-time

Onsite

Mid, Senior Level

$250K/yr - $300K/yr

5+ years exp

Focus Partners Wealth (FPW) is a dynamic and growing independent wealth management firm. The Regional Vice President (RVP) is responsible for business development in the Denver area, driving growth by representing FPW within the Schwab Advisor Network referral channel and building client relationships.

Asset ManagementFinanceFinancial ServicesWealth Management

Growth Opportunities

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

The RVP will be responsible for highlighting our unique value proposition and what is most important to each prospective client

Deliver proposals to prospective clients

Qualification

Business developmentFinancial services experienceSalesforce proficiencyMicrosoft Office SuiteInvestment knowledgeCommunication skillsTeam playerAttention to detailSelf-starterFlexibility