Regional Vice President - Business Development
Focus Partners Wealth(1 month ago)
About this role
The Regional Vice President represents Focus Partners Wealth within Fidelity’s referral channel, working remotely across multiple Fidelity investor center call sites to support firm growth and client acquisition. This senior role contributes to the firm’s wealth management strategy and is focused on expanding assets under management through relationship-based client acquisition. Compensation is largely performance-driven and tied to AUM growth under a tiered, uncapped payout model. The firm provides a competitive starting pay range tailored to experience and location.
Required Skills
- Business Development
- Pipeline Management
- Client Engagement
- Relationship Management
- Sales Cycle
- Collaboration
- Proposal Delivery
- Presentations
- Investment Knowledge
- Salesforce
+4 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.
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