Remote Wealth Client Development Specialist

Focus Financial Partners; United States; À distance; USD 75 000 - 85 000; Plein temps

Résumé du poste

Focus Partners in the United States is seeking a Client Development Specialist for a fully remote role. You will engage with high-net-worth individuals, introduce tailored solutions, and connect them with our wealth advisor team to foster strong client relationships.

In this role you will manage digitally sourced opportunities, lead onboarding, and coordinate with cross-team workflows. A successful candidate has 3+ years in financial services, a Bachelor's degree, and experience with Salesforce

Qualifications

• 3+ years of professional experience in financial services or client-facing roles.
• Bachelor’s degree required.
• Proven ability to drive results and handle multiple priorities.
• Excellent communication and ability to engage diverse audiences.

Responsabilités

• Engage high-net-worth investors to schedule meetings with advisory teams.
• Manage inbound, marketing-generated leads with speed to engage.
• Own outreach strategies to improve conversions and client experience.
• Lead client onboarding, coordinating data collection and workflows.
• Track pipeline activity and onboarding progress using CRM tools.
• Collaborate with wealth advisors to ensure smooth client transitions.
• Identify process improvements to increase efficiency.
• Support a collaborative, performance-driven team environment.

Connaissances

Communication

Relationship building

Organization

Resilience

Formation

Bachelor's degree

Outils

Salesforce

Description du poste

Focus Partners in the United States is seeking a Client Development Specialist for a fully remote role. You will engage with high-net-worth individuals, introduce tailored solutions, and connect them with our wealth advisor team to foster strong client relationships.

In this role you will manage digitally sourced opportunities, lead onboarding, and coordinate with cross-team workflows. A successful candidate has 3+ years in financial services, a Bachelor's degree, and experience with Salesforce