Focus Partners Wealth

Associate Vice President – Client Development

Focus Partners Wealth

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $100,000 - $150,000 per year

About the role

  • You’ll be singularly focused on driving growth
  • Prospect and win new clients through outbound outreach, COIs, events, and strategic partnerships
  • Build and manage a high-quality pipeline of affluent and high-net-worth prospects
  • Own the full sales cycle—from first meeting through signed agreement
  • Position FPW’s planning-led, fiduciary value proposition in a competitive marketplace
  • Partner closely with advisors and specialists to deliver compelling, customized proposals
  • Seamlessly transition clients to the advisory team post-close

Requirements

  • 5+ years of professional experience, preferably in financial services or a client-facing role
  • Bachelor’s degree required
  • Strong track record of achieving results and driving outcomes
  • Excellent communication skills with the ability to engage and build trust across diverse audiences
  • Persuasive and confident in influencing decisions
  • Highly organized with the ability to manage multiple priorities and workflows
  • Proactive, resilient, and committed to continuous learning and improvement
  • Strong proficiency with Salesforce (or similar platforms); experience configuring workflows is a bonus
  • Adaptable team player, comfortable in fast paced, evolving environments with a strategic mindset and commitment to excellence
  • Continuously refine your approach by sharing market feedback and prospect insight
Benefits
  • Competitive base salary
  • Performance-based compensation
  • Tiered structure for increased earnings based on AUM growth
Applicant Tracking System Keywords

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

Soft Skills
communication skillstrust buildingpersuasionorganizationmulti-taskingproactivityresiliencecontinuous learningadaptabilitystrategic mindset
Certifications
Bachelor's degree