Focus Partners Wealth

Business Development Rep

• Leverage established custodian referral channel network to increase market share and grow the firm’s book of business.
• Build an active pipeline of new client leads and opportunities to meet and exceed individual and firm client growth goals.
• Engage regularly with Fidelity Financial Consultants (FCs).
• Develop and maintain prospective client relationships through high-touch, white glove service assuring regular contact and demonstrating a clear understanding of their situation and needs.
• Own the full sales cycle from lead generation through closed business.
• Collaborate cross-functionally between sales, marketing, and investment strategy group to ensure all sales collateral and proposal materials are effectively telling the RVP will be responsible for highlighting our unique value proposition and what is most important to each prospective client.
• Deliver proposals to prospective clients.

Regional Vice President – Business Development

Manager

• Oversee the maintenance, repair, and upkeep of office facilities, equipment, and systems (HVAC, electrical, plumbing, security, etc.).
• Review and/or oversee vendor services to ensure standardization of over 100+ office locations.
• Manage vendor relationships for office/workplace needs, building services, janitorial, security, and maintenance contracts.
• Coordinate with Focus real estate and IT teams, and local employee base, regarding office moves, space planning, and work setups.
• Ensure all facilities meet health, safety, and accessibility standards.
• Develop, implement, and test workplace policies, processes, and standards that align with the firm’s culture and compliance needs.
• Oversee reception, mail, and office supply management.
• Enhance the workplace environment to support employee well-being, collaboration, and productivity.
• Prepare and manage the facilities budget, including forecasting and cost optimization.
• Oversee facility-related aspects of business continuity and emergency preparedness planning.

Regional Vice President – Business Development

Manager, Workplace Services