Regional Vice President - Business Development
Focus Partners Wealth(1 month ago)
About this role
The Regional Vice President is a senior business-development role focused on growing Focus Partners Wealth’s client base in the Bay Area by leveraging custodian referral channels (notably Fidelity). The RVP represents the firm within Fidelity’s WAS referral channel, works within a team led by the Managing Director, and helps drive firm growth and client acquisition. The role emphasizes delivering a personalized client experience and aligning firm capabilities with prospective clients’ needs.
Required Skills
- Business Development
- Pipeline Management
- Client Relationships
- Sales Cycle
- Cross-Functional Collaboration
- Proposal Delivery
- Custodian Platforms
- Salesforce
- Microsoft Office
- Investment Knowledge
+5 more
Qualifications
- Bachelor's Degree
About Focus Partners Wealth
focusfinancialpartners.comFocus 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.
Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at Focus Partners Wealth
Similar Jobs
Regional Vice President
Asset Living(18 days ago)
Regional Vice President, Operations
Asset Living(11 days ago)
Regional Vice President
Asset Living(28 days ago)
Regional Vice President
Anaplan(1 month ago)
Regional Vice President, Affordable Housing
Asset Living(25 days ago)
Vice President, Special Situations
Capstone(26 days ago)