Growth-Focused Business Development Associate

Focus Financial Partners; Seattle (WA); Hybrid; USD 55,000 - 60,000; Full time

Job summary

Focus Financial Partners is seeking a Business Development Associate to support the Business Development team and enhance client experience within the custodial referral network programs. The role is hybrid with 3 days in office per week and options for remote work.

You will engage with FCs and end-clients, provide scheduling, prospecting, and analytics support, and manage CRM-driven workflows. Requires 2 years admin experience and a bachelor’s or associate degree.

Qualifications

• 2 years administrative work experience (including internships).
• Associate or bachelor's degree is required.
• Proficiency in Microsoft Suite.
• Experience with CRM system; Salesforce preferred.
• Strong attention to detail, communication, problem-solving, and analytical skills.
• Excellent written and verbal communication skills.
• Ability to multi-task under pressure, work independently, and in a team environment.
• Self-starter, energetic, and assertive.
• Versatility, flexibility, and ability to adapt to changing priorities.

Responsibilities

• Engage with Financial Consultants (FCs) and end-clients through proactive outreach and ongoing communication.
• Provide ongoing sales support to the Business Development Team including scheduling, prospecting, marketing, event coordination, and analytics.
• Utilize CRM and other technologies for data entry and internal workflow: pipeline and task management, and ongoing client communications.
• Coordinate across business lines with Financial Consultants, Business Development Team and Advisor Teams.

Skills

Administrative experience

CRM experience

Microsoft Office

Communication skills

Analytical skills

Education

Associate or Bachelor's degree

Tools

Salesforce

Job description

Focus Financial Partners is seeking a Business Development Associate to support the Business Development team and enhance client experience within the custodial referral network programs. The role is hybrid with 3 days in office per week and options for remote work.

You will engage with FCs and end-clients, provide scheduling, prospecting, and analytics support, and manage CRM-driven workflows. Requires 2 years admin experience and a bachelor’s or associate degree.