Regional Vice President - Business Development
Focus Financial Partners
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.
Skills
Qualifications
About Focus Financial Partners
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.
Recent company news
St. Louis MagazineSt. Louis Business 500: Q&A with Adam Birenbaum, Focus Partners Wealth
2 weeks ago
Wealth ManagementFocus Partners Wealth Rolling Out New Advisor, Client Portal
Nov 17, 2025
Private Banker InternationalFocus Partners Wealth to buy Los Angeles’ Churchill Management
May 30, 2025
www.connectmoney.comFocus Partners Wealth Acquires $239M David Wealth Management
Jun 30, 2025
InvestmentNewsKovitz veteran steps into CIO role after Focus Partners Wealth integration
1 month ago
About Focus Financial Partners
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Focus Financial Partners.
Salary
$250k – $300k
per year
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