Business Development Associate

Bachelor's Degree

Proficiency in Microsoft Suite.

Nice to have:

Strong attention to detail, communication, problem-solving, and analytical skills.

The Business Development Associate plays a crucial role by providing sales support to the Business Development team, furthering the Focus Partners Wealth brand by delivering an outstanding client experience and helping to drive growth and success for the firm within the firm’s custodial referral network programs.

Engage with Financial Consultants (FCs) as well as the end-clients through proactive outreach & ongoing communication.

Provide ongoing sales support to the Business Development Team including but not limited to: scheduling, prospecting, marketing, event coordination, and analytics.

Utilize CRM and other technologies for all data entry and internal workflow: pipeline & task management, and ongoing client communications.

Coordinate across business lines with Financial Consultants, Business Development Team and Advisor Teams.

Experience with CRM system; Salesforce preferred.

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit

www.focusfinancialpartners.com

LinkedIn

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Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.