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Responsibilities:
- Oversee lead qualification-to-close processes.
- Manage the Client Development team.
- Partner with the Wealth Advisory team.
Qualifications:
- Bachelor’s degree or equivalent experience.
- 10+ years of experience in sales leadership.
- Highly data-driven with CRM experience.
Focus Partners Wealth
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.