Client Development Specialist

LE0123 Focus Partners Wealth LLC; Utah; Hybrid; USD 75,000 - 85,000; Full time

Benefits offered by this job

Annual cash bonus

Comprehensive benefits package

Job summary

Focus Partners is seeking a Client Development Specialist to join our team in a fully remote role. You will engage with high-net-worth individuals, understand their goals, and connect them with our wealth advisory team, driving a seamless prospect-to-client journey.

In a fast-paced, outcome-driven environment, you’ll manage inbound and outbound outreach, guide onboarding, coordinate cross-team workflows, and track progress using CRM tools.

Qualifications

• 3+ 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.
• 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); experience configuring workflows is a bonus.

Responsibilities

• 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.
• 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.

Skills

3+ years experience

Client-facing

Sales/relationship skills

CRM proficiency

Strong communication

Organization

Resilience/learning

Salesforce

Education

Bachelor’s degree

Tools

Salesforce

Job description

Job Description Summary

This is a fully remote position. Seeking candidates who reside in the Mountain or Pacific Time Zone within the United States. Focus Partners is seeking a Client Development Specialist to join our team! Step into a high-energy, collaborative sales environment where driven professionals are passionate about helping clients achieve stronger financial futures. You will engage with high-net-worth individuals who have already expressed interest in Focus Partners, using thoughtful conversations to understand their goals, introduce tailored solutions, and connect them with our wealth advisor team. In this role, you’ll play a key part in client engagement and onboarding, partnering within the Client Development team to manage digitally sourced opportunities and deliver a seamless, high-quality experience at every stage of the prospect journey.

Primary Responsibilities

• 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.
• 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.

Qualifications

• 3+ 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.
• 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); experience configuring workflows is a bonus.
• Adaptable team player, comfortable in fast paced, evolving environments with a strategic mindset and commitment to excellence.

Compensation

The Client Development Specialist is an exempt position. The annualized base pay range for this role is expected to be between $75,000 - $85,000/year. 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.

• Annual cash bonus
• Comprehensive benefits package

Company Overview

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. 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. Our vision is clear: to be the leading fiduciary advice company in the world. Focus, a business division of Focus Financial Partners, brings together businesses across Wealth, Business Management, Family Office, and International. Collectively, these firms—spanning the U.S., Canada, and Australia—deliver a broad spectrum of financial advice solutions to individuals, families, and institutions. For clients, that means an experience built around their needs. For advisors, it means access to the resources, tools, and capabilities typically available only at the largest global institutions. We believe talent is the key to realizing this vision. That’s why we invest in our people, support their growth, and create meaningful opportunities for development at every stage of their careers.

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]

Legal and Right-to-Work Information

The following language is for US based roles only For California Applicants: Information on your California privacy rights can be found here 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.