Referral Channel Specialist

LE0123 Focus Partners Wealth LLC; Atlanta (GA); Ibrido; USD 60.000 - 65.000; Tempo pieno

Vantaggi offerti da questo lavoro

Hybrid work model

Annual cash bonus

Comprehensive benefits package

Descrizione del lavoro

Focus Partners is seeking a Referral Channel Specialist who partners with BDOs and Advisor Teams to drive a scalable onboarding and referral process across Schwab and Fidelity programs. This non‑exempt role supports a hybrid schedule with 3 days in office per week and 2 remote days, based in Atlanta, Chicago, or Nashville.

The annual base pay ranges from $60,000 to $65,000 with potential bonuses and comprehensive benefits. Salesforce is used for data entry and workflows.

Competenze

• 2+ years of administrative experience (internships ok).
• Associate or bachelor’s degree required.
• Proficiency in Microsoft Office.
• Experience with CRM systems; Salesforce preferred.
• Strong attention to detail and analytical skills.
• Excellent written and verbal communication.
• Able to multi-task under pressure and work independently.
• Team player with initiative and adaptability.

Mansioni

• Foster connections with Schwab and Fidelity FCs and clients through proactive engagement and timely execution in the Closed Won process.
• Establish partnerships with BDOs emphasizing attention to detail and deal momentum.
• Maintain consistency and transparency during onboarding with advisor teams.
• Collect and consolidate client information for onboarding handoff from BDOs to Advisor Teams.
• Ensure follow-up to keep the sales process flowing from Closed Won to New Client Onboard.
• Coordinate transition from New Client Onboard to the assigned Advisor Team.
• Continuously improve onboarding standards and preserve FC and BDO trust.
• Use Salesforce for data entry and internal workflows; keep advisor teams updated.

Conoscenze

Administrative experience

Attention to detail

Communication

Problem solving

Analytical skills

Multi-tasking

Teamwork

Independent work

Initiative

Written and verbal communication

Formazione

Associate or Bachelor's degree

Strumenti

Microsoft Office

Salesforce

CRM system

Descrizione del lavoro

Job Description Summary:

Focus Partners is seeking a Referral Channel Specialist. This Specialist partners closely with Business Development Officers (BDOs) and Advisor Teams to enhance Focus Partners commitment to delivering an exceptional client experience. This role ensures a repeatable and scalable process that drives sustained growth and success across both the Charles Schwab and Fidelity Investments referral programs. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader. This position can be based out of Atlanta, Chicago or Nashville on a hybrid basis.

Job Description:

• Foster connections with Schwab and Fidelity Financial Consultants (FCs) and their clients through proactive engagement, transparent communication, and timely execution throughout the sales “Closed Won” process.
• Establish partnerships with BDOs that emphasize meticulous attention to detail, timely alignment, and thoughtful deal momentum—positioning their sales pipeline for long-term success and strong FC retention.
• Foster trust and alignment with advisors and client service team members by maintaining consistency, transparency, and timeliness during the centralized onboarding stage.
• Collect and consolidate essential client information and manage execution of initial client onboarding documents to enable a smooth and efficient handoff from BDOs to Advisor Teams.
• Ensure perpetual follow‑up with key stakeholders to maintain a consistent and fluid sales process workflow from “Closed Won” to “New Client Onboard.”
• Coordinate the transition from “New Client Onboard” to the assigned Advisor Team.
• Continuously improve the new client onboarding process establishing high standards in client satisfaction and preserving FC and BDO trust in accuracy and pace.
• Utilize Salesforce for all data entry and internal workflows.
• Keep selected Advisor Teams abreast of pipeline activity.

Qualifications:

• 2+ years of administrative work experience (including internships); financial services experience is a plus.
• Associate or bachelor’s degree 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 work in a team environment.
• Initiative‑taker, energetic, and assertive.
• Versatility, flexibility, and an ability to work within constantly changing priorities with enthusiasm.
• Outside the box thinking, lean‑in mentality, ability to spot red flags and derive proactive solutions, and organized task management.

The Referral Channel Specialist is a non‑exempt position. The annualized base pay range for this role is expected to be between $60,000 - $65,000/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.

• Other rewards may include an annual cash bonus.
• A comprehensive benefits package.

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 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. People matter here, not just as a catchphrase, but as a belief. And we're building a firm that takes its work seriously and holds itself to a high standard, but also one that never forgets that the work is done by people. Your experience, your judgment, and your perspective, they matter here. We’re growing and growth brings opportunity for learning, for advancement, and for building something lasting. We’d love to stay connected. Follow us on LinkedIn for the latest company news, career opportunities, and a closer look at what it’s like to be part of our team. Don’t see the opportunity for you? Join the prospect pool to stay connected and hear about future opportunities that may be a fit.

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. Our vision is clear: to be the leading fiduciary advice company in the world. 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.