Associate, Business Development

Focus Partners Wealth seeks a motivated and qualified individual for the position of Business Development Associate. This role will be providing administrative support to the Business Development team furthering Focus Financial Partner’s dedication to delivering an outstanding client experience and helping to drive growth and success for the firm within the firm’s custodial referral network programs.

Primary responsibilities for this position include:

• Engage with financial consultants (FCs) as well as the end-clients through outreach, communication, scheduling, and maintaining continuous phone and email correspondence.
• Collect and consolidate end-client data to facilitate the complete client onboarding process.
• Utilize Salesforce and other technologies for all data entry and internal workflow: pipeline & task management, onboarding, and ongoing client communications.
• Serve as the central point of contact between the Business Development Team and the Advisor Teams.

Qualifications:

• 2 + years administrative work experience (including internships); financial services experience is a plus.
• Associate or bachelor’s degree required.
• Proficiency in Microsoft Suite.
• Experience with CRM system; Salesforce preferred.
• 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.
• Self-starter, energetic, and assertive.
• Versatility, flexibility, and an ability to work within constantly changing priorities with enthusiasm.

This position is Non-exempt.

Focus Partners Wealth is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. 

The annualized base pay range for this role is expected to be between $60k.  Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed and the applicant's skill set.  The base pay is just one component of the total compensation package for employees.  Other reward may include an annual cash bonus and a comprehensive benefits package