Regional Vice President - Business Development

Bachelor's degree required.

5+ years financial services experience with demonstrated results in business development and sales with investment clients; Schwab and Fidelity referral channel experience strongly preferred.

Proficient in Microsoft Office Suite, Salesforce, and custodian platforms.

Strong background in discussing investments and financial markets with clients.

Exceptional communication and presentation skills.

Clients at the core attitude.

Focus Partners Wealth (FPW) is a dynamic and growing independent wealth management firm offering a holistic approach to advising clients through comprehensive financial planning and investment management. Our mission is to elevate lives by leveraging the capabilities and expertise only the largest financial institutions can provide while delivering a deeply personalized experience. The Regional Vice President (RVP) is responsible for business development in the Denver area working within a team led by the Managing Director helping to drive growth and success for the firm by representing FPW within the Schwab Advisor Network (SAN) referral channel.

Leverage established custodian referral networks 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 Schwab 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.