Referral Channel Specialist

Focus Partners is seeking a Referral Channel Specialist to partner with Business Development Officers and Advisor Teams, ensuring a scalable process that drives growth across Charles Schwab and Fidelity Investments referral programs. This role focuses on fostering connections with financial consultants, managing client onboarding, and maintaining a fluid sales workflow from closed deals to new client handoffs. The position requires strong attention to detail, communication skills, and proficiency in Salesforce to support sustained success and client satisfaction.