Remote Wealth Client Development Specialist

Focus Financial Partners; Utah; À distance; USD 70 000 - 110 000; Plein temps

Avantages offerts par ce poste

Annual cash bonus

Comprehensive benefits

Résumé du poste

Focus Financial Partners is seeking a Client Development Specialist for a fully remote position. You will engage high-net-worth investors, schedule meetings with advisory teams, and partner with wealth advisors to ensure seamless onboarding and client transitions.

You will build relationships, implement effective outreach, track pipeline activity, and drive the first client acquisition pipeline while contributing to a collaborative, performance-driven team.

Qualifications

• 3+ years of professional experience in business development, sales, or client-facing roles.
• Bachelor’s degree required.
• Proven success in business development, consultative sales, relationship management, or client acquisition activities.
• Strong proficiency with Salesforce; configuring workflows is a bonus.

Responsabilités

• Develop and execute business development strategies to cultivate new client opportunities with high-net-worth investors.
• Own and enhance outreach strategies to improve conversion and client experience.
• Lead the client onboarding process, coordinating data collection and cross-team workflows.

Connaissances

Sales

CRM

Communication

Prospecting

Formation

Bachelor's degree

Outils

Salesforce

CRM systems

Description du poste

Focus Financial Partners is seeking a Client Development Specialist for a fully remote position. You will engage high-net-worth investors, schedule meetings with advisory teams, and partner with wealth advisors to ensure seamless onboarding and client transitions.

You will build relationships, implement effective outreach, track pipeline activity, and drive the first client acquisition pipeline while contributing to a collaborative, performance-driven team.