Remote AVP, Wealth Development & Referrals

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

Job summary

Focus Partners is seeking an Associate Vice President to drive business development within the Schwab Advisor Network referral channel. This remote role, based in Phoenix, AZ, involves building relationships, sourcing opportunities, and delivering proposals to prospective clients.

You will own the full sales cycle, collaborate across sales, marketing, and investment strategy, and develop a go-to-market strategy with strong emphasis on initiative and accountability.

Qualifications

• 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.
• 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.

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.

Skills

Business development

Sales

Relationship building

Communication skills

Education

Bachelor's Degree

Tools

Microsoft Office

Salesforce

Custodian platforms

Job description

Focus Partners is seeking an Associate Vice President to drive business development within the Schwab Advisor Network referral channel. This remote role, based in Phoenix, AZ, involves building relationships, sourcing opportunities, and delivering proposals to prospective clients.

You will own the full sales cycle, collaborate across sales, marketing, and investment strategy, and develop a go-to-market strategy with strong emphasis on initiative and accountability.