Business Development Associate

Chicago, IL - USA

Monthly Salary: Not Disclosed

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Summary

Position Summary

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 firms custodial referral network programs.

Primary Responsibilities

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.

Basic Qualifications

Bachelors Degree
2 years administrative work experience (including internships); financial services experience is a plus.
Proficiency in Microsoft Suite.
Experience with CRM system; Salesforce preferred.
Strong attention to detail communication problem-solving and analytical skills.
Excellent written and verbal communication skills.
Ability to multi-task under pressure work independently and work in a team environment.
Self-starter energetic and assertive.
Versatility flexibility and an ability to work within constantly changing priorities with enthusiasm.

The annualized base pay range for this role is expected to be $60000. Actual base pay could vary based on factors including but not limited to experience subject matter expertise geographic location where work will be performed and the applicants skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package including but not limited to medical dental vision life insurance and 401(k). Please note that the job title is subject to change based on the selected candidates experience and education.

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About Focus Financial Partners

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 follow the company on LinkedIn.

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidates skillset and without regard to an employee or candidates 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.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process to perform essential job functions and/or to receive other benefits and privileges of employment please contact .

The following language is for US based roles only

For California Applicants:Information on your California privacy rights can be found here

For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW AN EMPLOYER MAY NOT REQUIRE OR DEMAND AS A CONDITION OF EMPLOYMENT PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.

For Montana Applicants: If hired the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the states workers compensation law. If you willfully provide false information about your ability to perform the essential functions of the job with or without reasonable accommodations you may be barred from filing a claim under the provisions of the Workers Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.

Required Experience:

Position SummaryThe 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 firms custodia...