Focus Financial Partners

Director of Client Development

Focus Financial Partners

full-time

Posted on:

Location Type: Remote

Location: Remote • Montana • 🇺🇸 United States

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Salary

💰 $200,000 - $250,000 per year

Job Level

Lead

About the role

  • Oversee lead qualification-to-close processes from direct and affiliate marketing channels.
  • Manage and grow the Client Development team, including business development reps (“specialists”) qualifying both inbound- and outbound-driven leads and inside sellers (“Associate VPs”) quarterbacking close.
  • Partner with the Wealth Advisory team, which will service the accounts post-close, to execute winning sales motions and introduce prospects to advisors at the right moment in the ‘purchase’ journey.
  • Partner with the Marketing team to identify priority audiences and hone Focus’ messaging to prospective clients; develop playbooks and scripts to standardize winning messaging across the Client Development team.
  • Develop and execute new multi-touch, multi-channel outreach programs to connect with and qualify marketing-driven leads.
  • Maintain and review performance dashboards with the Client Development team, driving consistent, data-driven pipeline management.
  • Implement and oversee use of CRM and sales automation tools (Salesforce, HubSpot, Gong, Outreach, etc.) to track and optimize sales productivity.
  • Collaborate with the Chief Growth Officer and senior leadership to set sales targets and optimize spending as well as lead generation strategies by channel (e.g., digital marketing, SmartAsset, events, etc.)
  • Implement career development paths for the Client Development team.
  • Champion a culture of continuous improvement—testing new outreach methods, leveraging data insights, and sharing best practices across teams.

Requirements

  • Bachelor’s degree or equivalent experience; advanced degree a plus.
  • 10+ years of experience in sales leadership, ideally in financial services / wealth management or fintech.
  • Proven success leading inside sales teams, with additional experience in managing field sales a plus.
  • Demonstrated experience scaling sales teams, including designing and testing new outreach and pitch tactics and optimizing pipeline reporting.
  • Highly data-driven with experience leveraging CRM and sales automation tools (e.g., Salesforce, HubSpot, Gong, Outreach) to manage pipeline and improve productivity.
  • Experience partnering closely with marketing teams on integrated go-to-market initiatives and content development.
  • Excellent leadership, communication, and coaching skills, with the ability to motivate teams in a performance-oriented culture.
  • Proven ability to balance strategic direction-setting with hands-on execution in a fast-paced, growth-oriented environment.
Benefits
  • Other rewards may include an annual cash bonus and a comprehensive benefits package.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
sales leadershiplead qualificationpipeline managementoutreach tacticsdata-driven decision makingperformance reportingbusiness developmentclient developmentsales productivity optimizationmulti-channel outreach
Soft skills
leadershipcommunicationcoachingteam motivationstrategic directionhands-on executioncontinuous improvementcollaborationproblem-solvingadaptability
Certifications
Bachelor's degreeadvanced degree