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Focus Partners Wealth · 9 hours ago

Regional Vice President - Business Development

San Francisco Bay Area

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 offering a holistic approach to advising clients through comprehensive financial planning and investment management. The Regional Vice President (RVP) is responsible for business development in the Bay area, driving growth and success for the firm by representing FPW within the Schwab Advisor Network referral channel.

ConsultingFinancial Services

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 skillsPresentation skillsTeam playerAttention to detailSelf-starter

Required

Bachelor's degree required

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

Benefits

Annual bonus that is tied to a tiered structure, offering increasingly substantial compensation for greater AUM growth

Company

Focus Partners Wealth

Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships.

Founded in 1986

Los Angeles, California, USA

1001-5000 employees