Remote Wealth Client Growth Specialist

Focus Financial Partners; Provo (UT); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Annual bonus

Comprehensive benefits package

Job summary

Focus Partners is seeking a Client Development Specialist to join a fully remote, high-energy sales environment. You will engage with high-net-worth individuals, explore tailored solutions, and connect them with our wealth advisor team to drive onboarding and ongoing engagement.

The role emphasizes client development, relationship building, and a data-driven, collaborative approach within the Client Development team. Exempt position with potential annual bonus and comprehensive benefits.

Qualifications

• 3+ years of professional experience in financial services or client-facing roles.
• Bachelor’s degree required.
• Proven success in business development, consultative sales, or client acquisition.
• Experience with Salesforce workflows is a plus.

Responsibilities

• Engage high-net-worth investors and schedule meetings with advisory teams.
• Develop and execute business development strategies to cultivate opportunities.
• Own outreach strategies to improve conversion and client experience.
• Lead client onboarding and coordinate data collection across teams.
• Track pipeline activity and onboarding progress using CRM tools.
• Collaborate with wealth advisors and client service teams for smooth transitions.
• Identify process improvements to increase efficiency and satisfaction.
• Contribute to a collaborative, performance-driven team environment.

Skills

Client development

Consultative sales

Relationship management

Education

Bachelor’s degree

Tools

Salesforce

Job description

Focus Partners is seeking a Client Development Specialist to join a fully remote, high-energy sales environment. You will engage with high-net-worth individuals, explore tailored solutions, and connect them with our wealth advisor team to drive onboarding and ongoing engagement.

The role emphasizes client development, relationship building, and a data-driven, collaborative approach within the Client Development team. Exempt position with potential annual bonus and comprehensive benefits.