Focus Partners Wealth · 2 days ago
Director of Client Development
United States
Full-time
Remote
Senior Level, Lead/Staff
$200K/yr - $350K/yr
10+ years expFocus Partners Wealth is seeking a Director of Client Development to lead their Inside Sales function, driving lead qualification, pipeline conversion, and revenue growth. This role involves overseeing a team responsible for qualifying leads and coordinating with wealth advisory teams to match clients with financial professionals.
ConsultingFinancial Services
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
Required
Bachelor's degree or equivalent experience; advanced degree a plus
10+ years of experience in sales leadership, ideally in financial services / wealth management or fintech
Proven success leading inside sales teams, with additional experience in managing field sales a plus
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
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.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Craig S Jones
Chief Diversity Officer
Recent News
Business Insider
2025-04-26
InvestmentNews
2024-04-08
2024-04-08
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