Client Development Specialist

Job not on LinkedIn

🕒 October 13

🇺🇸 United States – Remote

💵 $75k - $85k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

👻 Ghost score 0%

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Focus Financial Partners

WebsiteLinkedInAll Job Openings

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.

📋 Description

• Engage high-net-worth investors and communicate Focus Partners’ value to schedule meetings with advisory teams • Manage inbound, marketing-generated pre-qualified leads with urgency and speed-to-engage • Develop and execute business development strategies to cultivate new client opportunities and build relationships with prospective high-net-worth investors • Contribute to the growth of the first client acquisition pipeline • Own and enhance outreach strategies to improve conversion and client experience • Lead the client onboarding process, coordinating data collection and cross-team workflows • Track pipeline activity, onboarding progress, and communications using CRM and internal tools • Partner with wealth advisors and client service teams to ensure smooth client transitions • Identify and implement process improvements to increase efficiency and client satisfaction • Contribute to a collaborative, performance-driven team environment and support team development when needed

🎯 Requirements

• 3+ years of professional experience, preferably in financial services or a client-facing role • Bachelor’s degree required • Demonstrated success in business development, consultative sales, relationship management, or client acquisition activities • Strong track record of achieving results and driving outcomes • Excellent communication skills with the ability to engage and build trust across diverse audiences • Persuasive and confident in influencing decisions • Highly organized with the ability to manage multiple priorities and workflows • Proactive, resilient, and committed to continuous learning and improvement • Strong proficiency with Salesforce (or similar platforms) • Adaptable team player, comfortable in fast paced, evolving environments with a strategic mindset and commitment to excellence • Must reside in the Mountain or Pacific Time Zone within the United States

🏖️ Benefits

• Annual cash bonus • Comprehensive benefits package • Reasonable accommodations for applicants and employees with disabilities

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