VP of Platform Partnerships
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Regional Vice President - Business Development
Join to apply for the Regional Vice President - Business Development role at Focus Partners Wealth
Position Summary Focus Partners Wealth (FPW) is a dynamic and growing independent wealth management firm offering a holistic approach to advising clients through comprehensive financial planning and investment management. Our mission is to elevate lives by leveraging the capabilities and expertise only the largest financial institutions can provide while delivering a deeply personalized experience. The Regional Vice President (RVP) is responsible for business development in the Bay area, working within a team led by the Managing Director, helping to drive growth and success for the firm by representing FPW within Fidelity's WAS referral channel.
Leverage established custodian referral channel network to increase market share and grow the firms book of business.
Build an active pipeline of new client leads and opportunities to meet and exceed individual and firm client growth goals.
Engage regularly with Fidelity Financial Consultants (FCs).
Collaborate crossfunctionally between sales, marketing, and investment strategy group to ensure all sales collateral and proposal materials are effectively telling the story.
Bachelor's degree required.
~5+ years financial services experience with demonstrated results in business development and sales with investment clients; Proficient in Microsoft Office Suite, Salesforce, and custodian platforms.
~ Strong background in discussing investments and financial markets with clients.
~ As an RVP, your compensation is largely based on AUM growth, under a tiered payout model based on net revenue for every new client you bring on. This role is eligible for an additional annual bonus that is tied to a tiered structure, offering increasingly substantial compensation for greater AUM growth.
Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services.
For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.
I understand that under Maryland law, an employer may not require or demand, as a condition of employment, that any individual submit to or take a polygraph or similar test. An employer who violates this law is guilty of a misdemeanor and subject to a fine not exceeding $100.
Focus is subject to Chapters 2938 of Title 28 of the General Laws of Rhode Island and is therefore covered by the states workers compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.
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