Remote Wealth Client Specialist

Focus Partners Wealth; Northern (KY); Remote; USD 75,000 - 85,000; Full time

Benefits offered by this job

Annual bonus

Benefits package

Remote work

Job summary

Focus Partners Wealth is seeking a Client Development Specialist to join our remote sales team. You will engage with high-net-worth individuals, qualify inbound leads, schedule meetings with wealth advisors, and manage onboarding with cross-team workflows.

You will drive outreach strategies, track pipeline in CRM, and collaborate with wealth advisors to deliver a seamless client experience while contributing to a performance-driven culture.

Qualifications

• 3+ years of professional experience in financial services or a client-facing role.
• Bachelor’s degree required.
• Strong communication and relationship-building abilities.
• Experience with Salesforce or similar CRM; 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.
• 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.

Skills

Client-facing experience

Communication skills

Salesforce

Prospecting/outreach

Education

Bachelor's degree

Tools

Salesforce CRM

Job description

Focus Partners Wealth is seeking a Client Development Specialist to join our remote sales team. You will engage with high-net-worth individuals, qualify inbound leads, schedule meetings with wealth advisors, and manage onboarding with cross-team workflows.

You will drive outreach strategies, track pipeline in CRM, and collaborate with wealth advisors to deliver a seamless client experience while contributing to a performance-driven culture.