Remote AVP, Wealth Development & SAN Partnerships

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

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.