Business Development Associate

Focus Partners Wealth•Scottsdale, AZ

6d•Hybrid

About The Position

The Business Development Associate plays a crucial role by providing sales support to the Business Development team, furthering the Focus Partners 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. This position can be based out of the following locations on a hybrid basis: Scottsdale, AZ or Bellevue, WA. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.

Requirements

2 years administrative work experience (including internships); financial services experience is a plus.
Associate or bachelor's degree required.
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.

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.