Source Job

• Leverage established custodian referral channel network to increase market share and grow the firm's book of business.
• Develop and maintain prospective client relationships through high-touch, white glove service.
• Own the full sales cycle from lead generation through closed business.

Focus Partners Wealth is a dynamic and growing independent wealth management firm offering a holistic approach to advising clients.

• Oversee lead qualification-to-close processes from direct and affiliate marketing channels.
• Manage and grow the Client Development team, including business development reps qualifying leads and inside sellers quarterbacking close.
• Partner with the Wealth Advisory team to execute winning sales motions and introduce prospects to advisors.

Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Their team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing their clients’ values, goals, motivations, and priorities at the heart of everything they do.

• Focus on bringing brand-new high-net-worth clients ($500K+) into Wealthsimple.
• Create human-first sourcing strategies to acquire and anchor new clients, with the potential to close $50M+ in new assets annually.
• Evolve systems, processes, and culture in Wealth Management, creating an innovative, world-class client experience.

Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money through smart technology.

• You will lead business development efforts targeting the buy-side investment community, driving revenue growth.
• Responsible for managing a high-performing sales pipeline and building strong relationships with hedge funds, mutual funds, and private equity clients.
• Engage directly with clients through calls, presentations, and meetings, while mentoring your team to achieve aggressive sales targets.

This position is posted by Jobgether on behalf of a partner company, they use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly.

• Leading Client Development function, driving lead qualification, pipeline conversion, and revenue growth.
• Overseeing a team of business development representatives (“specialists”) responsible for qualifying leads.
• Matching prospective clients with the appropriate financial professionals.

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.