ASSOCIATE VICE PRESIDENT, BUSINESS DEVELOPMENT
Boston, MA
New York, NY
Position SummaryFocus Partners Wealth (FPW) is a dynamic and growing independentwealth management firm offering a holistic approach to advising clients through comprehensivefinancial planning and
investment management. Our mission is to elevate lives byleveraging the capabilities and expertise only the largest financialinstitutions can provide while delivering a deeply personalized experience.
The AVP is responsible for business development in a specifiedregion working within a team led by the Senior Vice President helping to drivegrowth and success for the firm by representing FPW within Schwab AdvisorNetwork (SAN) referral channel.
Primary Responsibilities- Leverage established custodian referral networks to increase marketshare and
grow the firm's book of business. - Build an active pipeline of new client leads and opportunities tomeet and exceed
individual and firm client growth goals. - Engage regularly with Schwab Financial Consultants (FCs).
- Develop and maintain prospective client relationships throughhigh-touch, white
glove service assuring regular contact and demonstrating a clearunderstanding of
their situation and needs. - Own the full sales cycle from lead generation through closed business.
- Collaborate cross-functionally between sales, marketing, andinvestment strategy
group to ensure all sales collateral and proposal materials areeffectively telling the
FPW story highlighting our unique value proposition and what ismost important
to each prospective client. - Deliver proposals to prospective clients.
Qualifications- Bachelor's Degree
- 5+ years financial services experience with demonstrated results in
business development and sales with investment clients; Schwab andFidelity
referral channel experience strongly preferred. - Proficient in Microsoft Office Suite, Salesforce, and custodianplatforms.
- Strong background in discussing investments and financial markets withclients.
- 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 ofurgency.
- Versatility, flexibility, and an ability to work within constantlychanging priorities
with enthusiasm.
About 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. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future - whether that's planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients' values, goals, motivations, and priorities at the heart of everything we do.
Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC's website at www.advisorinfo.sec.gov.
This position is an Exempt role. The annualized base pay range for this role is expected to be between $200,000-250,000/yr. 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 rewards may include an annual bonus and a comprehensive benefits package.
