Referral Channel Specialist
About The Position
Focus Partners Wealth is seeking a Referral Channel Specialist. This Specialist partners closely with Business Development Officers (BDOs) and Advisor Teams to enhance Focus Partners Wealth's commitment to delivering an exceptional client experience. This role ensures a repeatable and scalable process that drives sustained growth and success across both the Charles Schwab and Fidelity Investments referral programs. 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 day per week, or as assigned by their team leader.
Requirements
- 2+ years of 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.
- Initiative-taker, energetic, and assertive.
- Versatility, flexibility, and an ability to work within constantly changing priorities with enthusiasm.
- Outside the box thinking, lean-in mentality, ability to spot red flags and derive proactive solutions, and organized task management.
Responsibilities
- Foster connections with Schwab and Fidelity Financial Consultants (FCs) and their clients through proactive engagement, transparent communication, and timely execution throughout the sales “Closed Won” process.
- Establish partnerships with BDOs that emphasize meticulous attention to detail, timely alignment, and thoughtful deal momentum—positioning their sales pipeline for long-term success and strong FC retention.
- Foster trust and alignment with advisors and client service team members by maintaining consistency, transparency, and timeliness during the centralized onboarding stage.
- Collect and consolidate essential client information and manage execution of initial client onboarding documents to enable a smooth and efficient handoff from BDOs to Advisor Teams.
- Ensure perpetual follow-up with key stakeholders to maintain a consistent and fluid sales process workflow from “Closed Won” to “New Client Onboard.”
- Coordinate the transition from “New Client Onboard” to the assigned Advisor Team.
- Continuously improve the new client onboarding process establishing high standards in client satisfaction and preserving FC and BDO trust in accuracy and pace.
- Utilize Salesforce for all data entry and internal workflows.
- Keep selected Advisor Teams abreast of pipeline activity.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
Number of Employees
501-1,000 employees
