Associate Vice President – Client Development
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Job Description
Associate VP, Client Development engaging high-net-worth individuals at Focus Partners Wealth. Driving growth through tailored solutions and collaboration with experienced wealth advisors.
Responsibilities:
- You’ll be singularly focused on driving growth
- Prospect and win new clients through outbound outreach, COIs, events, and strategic partnerships
- Build and manage a high-quality pipeline of affluent and high-net-worth prospects
- Own the full sales cycle—from first meeting through signed agreement
- Position FPW’s planning-led, fiduciary value proposition in a competitive marketplace
- Partner closely with advisors and specialists to deliver compelling, customized proposals
- Seamlessly transition clients to the advisory team post-close
Requirements:
- 5+ years of professional experience, preferably in financial services or a client-facing role
- Bachelor’s degree required
- Strong track record of achieving results and driving outcomes
- Excellent communication skills with the ability to engage and build trust across diverse audiences
- Persuasive and confident in influencing decisions
- Highly organized with the ability to manage multiple priorities and workflows
- Proactive, resilient, and committed to continuous learning and improvement
- Strong proficiency with Salesforce (or similar platforms); experience configuring workflows is a bonus
- Adaptable team player, comfortable in fast paced, evolving environments with a strategic mindset and commitment to excellence
- Continuously refine your approach by sharing market feedback and prospect insight
Benefits:
- Competitive base salary
- Performance-based compensation
- Tiered structure for increased earnings based on AUM growth
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