Associate Vice President, Business Development

Focus Financial Partners; Phoenix (AZ); Remote; USD 200,000 - 250,000; Full time

Job summary

Focus Financial Partners seeks an Associate Vice President to drive business development within the Schwab Advisor Network and manage go-to-market strategy from Phoenix, AZ. The role combines in-person engagement with regional activities and requires strong initiative to grow the firm’s client base.

The AVP will manage the full sales cycle, build partnerships with Schwab consultants, and perform regular market analysis to optimize referrals and opportunities across the Phoenix market.

Qualifications

• Bachelor’s Degree
• 5+ years financial services in business development and sales with wealth management clients

Responsibilities

• Leverage custodian referral networks to increase market share and grow the firm’s book of business.
• Build and cultivate strategic B2B relationships with Schwab Financial Consultants to generate client referrals.
• Own the full sales cycle from lead generation through closed business.
• Deliver proposals to prospective clients.

Skills

Relationship building

Prospecting

Communication

Sales presentations

Business development

Education

Bachelor's Degree

Tools

Microsoft Office

Salesforce

Custodian platforms

Job description

Job Description Summary:

The Associate Vice President is responsible for business development in a specified region, working within a team to drive growth and success for the firm by representing Focus Wealth within the Schwab Advisor Network (SAN) referral channel.

The AVP will have significant ownership in developing and executing a go-to-market strategy including assessing opportunities, building relationships, developing referral sources, and establishing an effective approach to generating new business. This role requires a high degree of initiative, organization, and personal accountability, with responsibility for proactively creating opportunities, managing multiple priorities, and continuously advancing business development activity across the market.

This is a remote position based in Phoenix, AZ with regular in-person engagement across Charles Schwab offices in the Phoenix area.

Job Description:

Primary Responsibilities

• Leverage established custodian referral networks to increase market share and grow the firm’s book of business.
• Build and cultivate strategic B2B relationships with Schwab Financial Consultants, using persuasive and inspirational communication to establish trust, differentiate Focus, and motivate consistent client referrals.
• Build an active pipeline of new client leads and opportunities to meet and exceed individual and firm client growth goals.
• Maintain a consistent in-person presence with Schwab Financial Consultants building relationships and identifying new referral opportunities, while providing high-touch, white glove service through regular and thoughtful engagement.
• Own the full sales cycle from lead generation through closed business.
• Create and continuously refine a personal business development playbook, using market intelligence, relationship insights, and results to determine where to focus time and resources.
• Take a proactive approach to building upon your expertise in advanced wealth management strategies and the Focus value proposition.
• Collaborate cross-functionally between sales, marketing, and investment strategy group to ensure all sales collateral and proposal materials are effectively telling the Focus story, highlighting our unique value proposition and what is most 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 wealth management clients; Schwab and Fidelity referral channel experience strongly preferred.
• Highly entrepreneurial, proactive, and self-directed, with demonstrated ability to assess a market, prioritize opportunities, develop a business strategy, and take action independently.
• Proficient in Microsoft Office Suite, Salesforce, and custodian platforms.
• Strong background in discussing investments and financial markets with clients.
• Ability to quickly learn and comprehend complex wealth management strategies and effectively communicate their value.
• Exceptional communication and presentation skills, with the ability to persuade, influence, and inspire referral partners.
• Clients at the core attitude.
• Team player with excellent people skills.
• Acute attention to detail, poised, and organized with a keen sense of urgency.
• Exceptional organizational and time management skills, with the ability to manage multiple relationships, priorities, and opportunities across a geographic market.
• Versatility, flexibility, and an ability to work within constantly changing priorities with enthusiasm.
• Must be based in the Phoenix, AZ area with regular local travel required.
• Minimal out-of-state travel, up to 10% based on business needs.

This position is an exempt position. The annualized base pay range for this role is expected to be between $200,000–$250,000 base salary compensation range. Actual base pay may 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. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

Focus Partners 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, Focus Partners supports clients at every stage of life, helping them manage their financial future. Focus Partners uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners is part of Focus, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus, visit focuspartners.com or follow the company on LinkedIn.

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.

EEO Statement : Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [e-mail]

_ The following language is for US based roles only _

For California Applicants: Information on your California privacy rights can be found here (https://protect.checkpoint.com/v2/r01/ https://urldefense.com/v3/ https:/focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249 ;!!Nyu6ZXf5!qYT9Rd4wR0ZgEL1nDu9sWeQQkVzC5dMHJ82PVWn5aNWNJBhS5U-dzsU2n3ClTkROLDpR5SHRwiubMzuSAbVuoZyJw1DwHOXh$)YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmFkMzBiMjc2Njk1NzEzMzFmZjBjNzBkMTIwZTY4NzE1Ojc6MzJlYTo4Yzc1ZThhNjhkN2FiMTJkOTRjMmI0MWUzOTQzM2Y2ZWY0NmIyNThhY2Y5NmI2NWNkM2ViZGU2ODc1NDFhNTRhOmg6VDpG)

For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.

For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.