Business Development Associate
The Business Development Associate at Focus Financial Partners plays a pivotal role in supporting the Business Development team by enhancing the Focus Partners Wealth brand. This position is instrumental in delivering exceptional client experiences and driving the firm's growth within its custodial referral network programs. The role is based in Scottsdale, Arizona, and offers an opportunity to contribute significantly to the firm's expansion efforts.
Key responsibilities include engaging proactively with Financial Consultants and end-clients through consistent communication and outreach. The associate will provide comprehensive sales support encompassing scheduling, prospecting, marketing, event coordination, and analytics. Additionally, the role involves utilizing CRM systems and other technologies for data entry, pipeline and task management, and ongoing client communications. Coordination across various business lines with Financial Consultants, the Business Development Team, and Advisor Teams is also essential.
Candidates should possess an associate or bachelor's degree and have at least two years of administrative work experience, including internships; experience in financial services is advantageous. Proficiency in Microsoft Suite and experience with CRM systems, particularly Salesforce, are preferred. Strong attention to detail, excellent written and verbal communication skills, and the ability to multitask under pressure are crucial. The ideal candidate is a self-starter who is energetic, assertive, and adaptable to changing priorities.
The annualized base pay for this role is expected to be $60,000. Actual compensation may vary based on experience, expertise, and geographic location. The base pay is part of a comprehensive compensation package that includes an annual cash bonus and benefits such as medical, dental, vision, life insurance, and a 401(k) plan.
Focus Financial Partners is a leading financial services firm comprising integrated wealth management, family office, and business management services. The firm blends deep expertise and expansive resources with a client-first fiduciary philosophy, assisting individuals, families, and institutions in navigating complex financial situations with personalized solutions tailored to their unique needs.