Referral Channel Specialist

Focus Partners Wealth(1 month ago)

HybridFull TimeMedior$60,000 - $65,000Client Services

About this role

The Referral Channel Specialist at Focus Partners Wealth supports the Charles Schwab and Fidelity referral programs by enabling a scalable, repeatable process that drives client satisfaction and advisor/partner retention. The role partners with Business Development Officers and Advisor Teams to ensure smooth transitions from closed sales to new client onboarding and to maintain accurate data and workflow in internal systems. This position contributes to continuous improvement of onboarding processes and helps preserve trust across stakeholders.

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Required Skills

Relationship Management
Client Onboarding
Stakeholder Alignment
Salesforce
Microsoft Suite
Data Entry
Pipeline Management
Process Improvement
Detail Orientation
Multitasking

+2 more

Qualifications

Associate Degree
Bachelor's Degree

About Focus Partners Wealth

focusfinancialpartners.com

Focus Financial Partners is a partnership platform that invests in and partners with independent wealth management, business management, and related financial services firms, building an interdependent ecosystem. It provides capital, strategic and operational support, shared services, and client solutions to help partner firms scale while preserving their advisor-led model. Focus also operates a network of affiliated firms and publishes research and insights to support advisors and clients across wealth management and investing.