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Focus Partners Wealth · 4 days ago

Director of Client Development

United States

Full-time

Remote

Senior Level, Lead/Staff

$200K/yr - $250K/yr

10+ years exp

Focus Partners Wealth is seeking a Director of Client Development responsible for leading the Client Development function to drive lead qualification, pipeline conversion, and revenue growth. This role involves managing a team of business development representatives and working closely with wealth advisory teams to connect prospective clients with financial professionals.

ConsultingFinancial Services

Growth Opportunities

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

Qualification

Sales leadershipInside sales managementCRM proficiencyFinancial services experienceData-driven insightsCoaching skillsTeam motivationCommunication skills

Required

Bachelor's degree or equivalent experience

10+ years of experience in sales leadership, ideally in financial services / wealth management or fintech

Proven success leading inside sales teams

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

Preferred

Experience in the financial services or fintech sectors is a plus

Advanced degree a plus

Additional experience in managing field sales a plus

Benefits

Annual cash bonus

Comprehensive benefits package

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