Focus Financial Partners · 21 hours ago
Referral Channel Specialist
Atlanta, GA
Full-time
Hybrid
Entry Level
$60K/yr - $65K/yr
2+ years expFocus Partners Wealth is seeking a Referral Channel Specialist who will partner closely with Business Development Officers and Advisor Teams to enhance client experiences. The role focuses on ensuring a scalable process that drives growth within the referral programs of Charles Schwab and Fidelity Investments.
Asset ManagementFinanceFinancial ServicesWealth Management
Responsibilities
Foster connections with Schwab and Fidelity Financial Consultants (FCs) and their clients through proactive engagement, transparent communication, and timely execution throughout the sales “Closed Won” process
Establish partnerships with BDOs that emphasize meticulous attention to detail, timely alignment, and thoughtful deal momentum—positioning their sales pipeline for long-term success and strong FC retention
Foster trust and alignment with advisors and client service team members by maintaining consistency, transparency, and timeliness during the centralized onboarding stage
Collect and consolidate essential client information and manage execution of initial client onboarding documents to enable a smooth and efficient handoff from BDOs to Advisor Teams
Ensure perpetual follow-up with key stakeholders to maintain a consistent and fluid sales process workflow from “Closed Won” to “New Client Onboard.”
Coordinate the transition from “New Client Onboard” to the assigned Advisor Team
Continuously improve the new client onboarding process establishing high standards in client satisfaction and preserving FC and BDO trust in accuracy and pace
Utilize Salesforce for all data entry and internal workflows
Keep selected Advisor Teams abreast of pipeline activity
Qualification
Required
2+ years of administrative work experience (including internships)
Associate or bachelor's degree required
Proficiency in Microsoft Suite
Strong attention to detail, communication, problem-solving, and analytical skills
Excellent written and verbal communication skills
Ability to multi-task under pressure, work independently, and work in a team environment
Initiative-taker, energetic, and assertive
Versatility, flexibility, and an ability to work within constantly changing priorities with enthusiasm
Outside the box thinking, lean-in mentality, ability to spot red flags and derive proactive solutions, and organized task management
Preferred
Experience with CRM system; Salesforce preferred
Financial services experience is a plus
Benefits
Annual cash bonus
Comprehensive benefits package
Company
Focus Financial Partners
Focus Financial Partners is a partnership of fiduciary wealth management firms that offers support and access to capital for growth.
5001-10000 employees
Funding
Current Stage
Public CompanyTotal Funding
$85M2023-02-27Acquired
2018-07-25IPO
2009-11-16Series Unknown· $50M
Leadership Team
Michael Nathanson
Chief Executive Officer
Adam Birenbaum
President
Recent News
Company data provided by crunchbase