Regional Vice President - Business Development

Focus Financial Partners • San Francisco, CA

11d • $250,000 - $300,000

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 Fidelity's WAS referral channel. As an RVP, your compensation is largely based on AUM growth, under a tiered payout model based on net revenue for every new client you bring on. Growth-related compensation is uncapped, giving you unlimited earning potential. FPW will provide a competitive starting pay, generally in the $250,000–$300,000 range, tailored to your experience, expertise, geographic location, and skill set. This role is eligible for an additional annual bonus that is tied to a tiered structure, offering increasingly substantial compensation for greater AUM growth. This model is designed to significantly elevate total compensation for those who consistently outperform. Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit www.focusfinancialpartners.com.

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 channel network 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 Fidelity 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 501-1,000 employees