Remote Wealth Client Advocate & Pipeline Builder

Focus Financial Partners; Provo (UT); Remote; USD 75,000 - 85,000; Full time

Benefits offered by this job

Bonus

Comprehensive benefits package

Job summary

Focus Partners is seeking a Client Development Specialist to join a high-energy sales environment. This fully remote role targets Mountain or Pacific Time Zone residents, engaging with high-net-worth clients and guiding them to the wealth advisory team for tailored solutions.

You will manage sponsored, pre-qualified leads, build relationships, and drive the first client acquisition pipeline while collaborating with a fast-paced wealth management group.

Qualifications

• 3+ years of professional experience, preferably in financial services or a client-facing role.
• Bachelor’s degree required.
• Demonstrated success in business development, consultative sales, relationship management, or client acquisition activities.
• Strong track record of achieving results and driving outcomes.
• Excellent communication skills with the ability to engage and build trust across diverse audiences.
• Persuasive and confident in influencing decisions.
• Highly organized with the ability to manage multiple priorities and workflows.
• Proactive, resilient, and committed to continuous learning and improvement.
• Strong proficiency with Salesforce (or similar platforms); experience configuring workflows is a bonus.

Responsibilities

• Engage high-net-worth investors and communicate Focus Partners’ value to schedule meetings with advisory teams.
• Manage inbound, marketing-generated pre-qualified leads with urgency and speed-to-engage.
• 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

Salesforce proficiency

Client development

Relationship management

Communication skills

Education

Bachelor's degree

Job description

Focus Partners is seeking a Client Development Specialist to join a high-energy sales environment. This fully remote role targets Mountain or Pacific Time Zone residents, engaging with high-net-worth clients and guiding them to the wealth advisory team for tailored solutions.

You will manage sponsored, pre-qualified leads, build relationships, and drive the first client acquisition pipeline while collaborating with a fast-paced wealth management group.