Client Development Specialist

Focusfinancialpartners

Remote
Base: $75,000 - $85,000pyear; bonus/equity: annual...
Remote
Engage high-net-worth individuals
Schedule meetings with advisory teams
Manage inbound marketing leads
Engage with high-net-worth individuals who have already expressed interest in Focus Partners Wealth, using thoughtful conversations to understand their goals, introduce tailored solutions, and connect them with our wealth advisor team

Job Summary

  • Engage with high-net-worth individuals who have already expressed interest in Focus Partners Wealth, using thoughtful conversations to understand their goals, introduce tailored solutions, and connect them with our wealth advisor team.
  • You will play a key part in client engagement and onboarding, partnering within the Client Development team to manage digitally sourced opportunities and deliver a seamless, high-quality experience at every stage of the prospect journey.
  • The annualized base pay range for this role is expected to be between $75,000 - $85,000/year, with other rewards including an annual cash bonus and a comprehensive benefits package.

Matching Summary

Engage with high-net-worth individuals who have already expressed interest in Focus Partners Wealth, using thoughtful conversations to understand their goals, introduce tailored solutions, and connect them with our wealth advisor team.

Salary

Base: $75,000 - $85,000/year; Bonus/Equity: annual cash bonus; Benefits: comprehensive benefits package

Skills & Requirements

Must-have

  • Engage high-net-worth individuals
  • Schedule meetings with advisory teams
  • Manage inbound marketing leads
  • Enhance outreach strategies
  • Lead client onboarding process
  • Track pipeline activity using CRM

Nice-to-have

  • Collaborative, performance-driven team
  • Seamless, high-quality client experience
  • Strategic mindset and commitment to excellence

Key Requirements

  • 3+ years of professional experience
  • Bachelor’s degree required
  • Strong track record of achieving results
  • Excellent communication and influencing skills
  • Highly organized with multiple priorities
  • Proficiency with Salesforce or similar platforms

Work Rights

Not specified

Tailored Resume

Cover Letter