Associate Vice President, Business Development

Job Description Summary:

The Associate Vice President is responsible for business development in a specified region working within a team to drive growth and success for the firm by representing Focus Wealth within the Schwab Advisor Network (SAN) referral channel.

The AVP will have significant ownership in developing and executing a go-to-market strategy including assessing opportunities building relationships developing referral sources and establishing an effective approach to generating new business. This role requires a high degree of initiative organization and personal accountability with responsibility for proactively creating opportunities managing multiple priorities and continuously advancing business development activity across the market.

This is a remote position based in Phoenix AZ with regular in-person engagement across Charles Schwab offices in the Phoenix area.

Job Description:

Primary Responsibilities

• Leverage established custodian referral networks to increase market share and grow the firms book of business.
• Build and cultivate strategic B2B relationships with Schwab Financial Consultants using persuasive and inspirational communication to establish trust differentiate Focus and motivate consistent client referrals.
• Build an active pipeline of new client leads and opportunities to meet and exceed individual and firm client growth goals.
• Maintain a consistent in-person presence with Schwab Financial Consultants building relationships and identifying new referral opportunities while providing high-touch white glove service through regular and thoughtful engagement.
• Own the full sales cycle from lead generation through closed business.
• Create and continuously refine a personal business development playbook using market intelligence relationship insights and results to determine where to focus time and resources.
• Take a proactive approach to building upon your expertise in advanced wealth management strategies and the Focus value proposition.
• Collaborate cross-functionally between sales marketing and investment strategy group to ensure all sales collateral and proposal materials are effectively telling the Focus story highlighting our unique value proposition and what is most important to each prospective client.
• Deliver proposals to prospective clients.

Qualifications

• Bachelors Degree
• 5 years financial services experience with demonstrated results in business development and sales with wealth management clients; Schwab and Fidelity referral channel experience strongly preferred.
• Highly entrepreneurial proactive and self-directed with demonstrated ability to assess a market prioritize opportunities develop a business strategy and take action independently.
• Proficient in Microsoft Office Suite Salesforce and custodian platforms.
• Strong background in discussing investments and financial markets with clients.
• Ability to quickly learn and comprehend complex wealth management strategies and effectively communicate their value.
• Exceptional communication and presentation skills with the ability to persuade influence and inspire referral partners.
• Clients at the core attitude.
• Team player with excellent people skills.
• Acute attention to detail poised and organized with a keen sense of urgency.
• Exceptional organizational and time management skills with the ability to manage multiple relationships priorities and opportunities across a geographic market.
• Versatility flexibility and an ability to work within constantly changing priorities with enthusiasm.
• Must be based in the Phoenix AZ area with regular local travel required.
• Minimal out-of-state travel up to 10% based on business needs.

This position is an exempt position. The annualized base pay range for this role is expected to be between $200000$250000 base salary compensation range. Actual base pay may 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. 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.

Focus Partners is an organization of wealth asset and business management resources that brings strength innovation and partnership to client relationships. Through a comprehensive range of services Focus Partners supports clients at every stage of life helping them manage their financial future. Focus Partners uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners is part of Focus a leading financial services firm comprised of wealth management family office and business management services. To learn more about Focus visit or follow the company on LinkedIn.

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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 or follow the company onLinkedIn.

EEO Statement: 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

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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.