Regional Vice President - Business Development jobs in United States
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Focus Financial Partners · 6 hours ago

Regional Vice President - Business Development

positionSan Francisco, CA
timeFull-time
remoteOnsite
seniorityMid, Senior Level
money$250K/yr - $300K/yr
date5+ 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, working within a team to drive growth and success for the firm while representing FPW within Fidelity's WAS referral channel.

Asset ManagementFinanceFinancial ServicesWealth Management
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Growth Opportunities

Responsibilities

Leverage established custodian referral channel network 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 Fidelity 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
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

Preferred

Schwab and Fidelity referral channel experience strongly preferred

Benefits

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

Company

Focus Financial Partners

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Focus Financial Partners is a partnership of fiduciary wealth management firms that offers support and access to capital for growth.
dateFounded in 2006
location
New York, New York, USA
people-size5001-10000 employees
web-link
http://focusfinancialpartners.com

Funding

Current Stage
Public Company
Total Funding
$85M
2023-02-27Acquired
2018-07-25IPO
2009-11-16Series Unknown· $50M

Leadership Team

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Michael Nathanson
Chief Executive Officer
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Adam Birenbaum
President
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Recent News

Business Wire
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2026-01-06
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Focus Financial Partners: Adam Birenbaum Named As Incoming CEO As Michael Nathanson Transitions To Chairman
2025-12-15
Business Wire
Focus Financial Partners Announces Leadership Transition as Part of Succession Strategy
2025-12-13
Company data provided by crunchbase