Remote Client Development Specialist - Wealth Solutions

Focus Financial Partners; Heber (UT); Remote; USD 70,000 - 100,000; Full time

Job summary

Focus Partners is seeking a Client Development Specialist to join our team in a fully remote capacity. You’ll engage high-net-worth investors, understand their goals, and connect them with our wealth advisor team to schedule meetings and drive onboarding.

You will lead business development efforts, manage digitally sourced opportunities, and deliver a seamless, high-quality experience across the prospect journey with cross-team collaboration.

Qualifications

• 3+ years in financial services or a client-facing role.
• Bachelor’s degree required.
• Proven success in business development or client acquisition activities.
• Strong Salesforce experience; ability to configure workflows is a bonus.

Responsibilities

• Develop and execute business development strategies to cultivate new client opportunities, build relationships with prospective high-net-worth investors, and contribute to the growth of the first client acquisition pipeline.
• 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

Lead generation

Relationship management

Consultative sales

Client onboarding

Education

Bachelor’s degree

Tools

Salesforce

Job description

Focus Partners is seeking a Client Development Specialist to join our team in a fully remote capacity. You’ll engage high-net-worth investors, understand their goals, and connect them with our wealth advisor team to schedule meetings and drive onboarding.

You will lead business development efforts, manage digitally sourced opportunities, and deliver a seamless, high-quality experience across the prospect journey with cross-team collaboration.