Regional Vice President - Business Development
About The Position
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 Bay 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.
Requirements
- 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.
- Self-starter, energetic, and assertive.
- Team player with excellent people skills.
- Acute attention to detail, poised, and organized with a keen sense of urgency.
- Versatility, flexibility, and an ability to work within constantly changing priorities with enthusiasm.
Responsibilities
- 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.
- Own the full sales cycle from lead generation through closed business.
- Collaborate cross-functionally between sales, marketing, and investment strategy group to ensure all sales collateral and proposal materials are effectively telling the The RVP will be responsible for highlighting our unique value proposition and what is most important to each prospective client.
- Deliver proposals to prospective clients.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
501-1,000 employees
