VP, Wealth Growth & Partnerships

Focus Financial Partners; Lake Forest (IL); On-site; USD 125,000 - 150,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k)

Life insurance

Job summary

Alley Company, a registered investment advisory firm in Lake Forest, IL, seeks a VP, Business Development to drive growth and support client servicing. You will manage an established client base, collaborate with senior wealth advisors, and learn the firm’s investment philosophy and high-touch service culture.

This on-site role requires a strong business development background, relationship-building skills, and the ability to work independently within a collaborative team environment.

Qualifications

• 5+ years serving high-net-worth clients in wealth management or financial planning.
• Proven ability to develop new business and cultivate client relationships.
• Strong networking and interpersonal communication skills.
• Entrepreneurial mindset with the desire to grow the practice.

Responsibilities

• Proactively source and develop new client relationships with high-net-worth individuals and families.
• Generate and schedule meetings with prospective clients through networking, referrals, and centers of influence.
• Build relationships with external partners including accounting firms, real estate professionals, attorneys, and other strategic referral sources.
• Work alongside leadership to expand center of influence channels and community presence.
• Maintain an active pipeline of prospects and business development opportunities.

Skills

Lead generation

Relationship building

Networking

Independent worker

Education

Bachelor's degree

CFP/CFA progress

Job description

Alley Company, a registered investment advisory firm in Lake Forest, IL, seeks a VP, Business Development to drive growth and support client servicing. You will manage an established client base, collaborate with senior wealth advisors, and learn the firm’s investment philosophy and high-touch service culture.

This on-site role requires a strong business development background, relationship-building skills, and the ability to work independently within a collaborative team environment.