Associate Vice President, Client Development

This is a fully remote position, open to applicants in United States.

📋 Description

• Foster growth for Focus Partners.

• Clearly communicate why FPW is the optimal choice and align capabilities with each prospect's objectives.

• Identify and secure new clients through proactive outreach.

• Develop and maintain a robust pipeline of affluent and high-net-worth prospects.

• Manage the entire sales process from the initial meeting to the signed agreement.

• Collaborate with wealth advisors and specialists to lead pursuits.

• Create customized proposals and guide prospects towards making informed decisions.

• Engage with high-net-worth individuals, understand their aspirations, present tailored solutions, and connect them with the wealth advisor team.

⛳️ Requirements

• Over 5 years of professional experience, ideally in financial services or a client-facing capacity.

• A bachelor's degree is required.

• Proven history of achieving results and driving outcomes.

• Exceptional communication skills with the ability to engage and build trust among diverse audiences.

• Demonstrated success in developing opportunities, managing a pipeline, and closing new business, preferably in financial services or a consultative sales environment.

• Proficient in Salesforce or a comparable CRM system.

• Capable of managing opportunities, maintaining accurate forecasts, and ensuring disciplined follow-through.

• Confident in leading high-stakes discussions, addressing objections, and gaining commitment through a clear and compelling value proposition.

• Highly organized with the ability to juggle multiple priorities and workflows.

• Proactive, resilient, and dedicated to ongoing learning and improvement.

• A flexible team player, comfortable in fast-paced, evolving settings with a strategic mindset and a commitment to excellence.

🏝️ Benefits

• Performance-based compensation linked to a tiered structure.

• Medical insurance.

• Dental insurance.

• Vision insurance.

• Life insurance.

• 401(k).