
51 - 200 employees
💸 Finance
💳 Fintech
🤝 B2B
💰 $50M Venture Round on 2009-11
Finance • Fintech • B2B
Focus Financial Partners is a leading fiduciary advice company that creates a tailored client-first experience by empowering its network of independent wealth and business management firms. The company partners with these firms to enhance their capabilities and resources, offering comprehensive client solutions that include financial, investment, and business services. Focus aims to reimagine wealth management and business practices while driving organic growth and strategic acquisitions for its partners, ensuring they can deliver sophisticated, holistic solutions to their clients.
🔥 0 minutes ago
🇺🇸 United States – Remote
💵 $100k - $125k / year
⏰ Full Time
🟡 Mid-level
👔 Vice President
👻 Ghost score 6%
Where this job comes from
Posted on Focus Financial Partners's careers page, not through a job board
First seen by Remote Rocketship 0 minutes ago

51 - 200 employees
💸 Finance
💳 Fintech
🤝 B2B
💰 $50M Venture Round on 2009-11
Finance • Fintech • B2B
Focus Financial Partners is a leading fiduciary advice company that creates a tailored client-first experience by empowering its network of independent wealth and business management firms. The company partners with these firms to enhance their capabilities and resources, offering comprehensive client solutions that include financial, investment, and business services. Focus aims to reimagine wealth management and business practices while driving organic growth and strategic acquisitions for its partners, ensuring they can deliver sophisticated, holistic solutions to their clients.
• Drive growth for Focus Partners • Clearly articulate why FPW is the right choice and connect capabilities to each prospect’s priorities • Prospect and win new clients through outbound outreach • Build and manage a high-quality pipeline of affluent and high-net-worth prospects • Own the full sales cycle from first meeting through signed agreement • Lead pursuits in partnership with wealth advisors and specialists • Develop tailored proposals and guide prospects toward a confident decision • Engage high-net-worth individuals, understand their goals, introduce tailored solutions, and connect them with the wealth advisor team
• 5+ years of professional experience, preferably in financial services or a client-facing role • Bachelor’s degree required • Strong track record of achieving results and driving outcomes • Excellent communication skills with the ability to engage and build trust across diverse audiences • Demonstrated success developing opportunities, managing a pipeline, and closing new business, preferably in financial services or a consultative sales environment • Proficiency with Salesforce or a similar CRM • Ability to manage opportunities, maintain accurate forecasts, and drive disciplined follow-through • Confidence leading high-stakes conversations, addressing objections, and earning commitment through a clear, compelling value proposition • Highly organized with the ability to manage multiple priorities and workflows • Proactive, resilient, and committed to continuous learning and improvement • Adaptable team player, comfortable in fast paced, evolving environments with a strategic mindset and commitment to excellence
• Performance-based compensation tied to a tiered structure • Medical insurance • Dental insurance • Vision insurance • Life insurance • 401(k)
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