Business Development Associate
Focus Financial Partners Inc., Miami, FL, United States
Business Development Associate
Miami, FL Position Summary
The Business Development Associate plays a crucial role by providing sales support to the Business Development team, furthering the Focus Partners Wealth brand by delivering an outstanding client experience and helping to drive growth and success for the firm within the firm's custodial referral network programs. Primary Responsibilities
Engage with Financial Consultants (FCs) as well as the end-clients through proactive outreach & ongoing communication. Provide ongoing sales support to the Business Development Team including but not limited to: scheduling, prospecting, marketing, event coordination, and analytics. Utilize CRM and other technologies for all data entry and internal workflow: pipeline & task management, and ongoing client communications. Coordinate across business lines with Financial Consultants, Business Development Team and Advisor Teams. Basic Qualifications
2 years administrative work experience (including internships); financial services experience is a plus. Associate or bachelor's degree required. Proficiency in Microsoft Suite. Experience with CRM system; Salesforce preferred. Strong attention to detail, communication, problem-solving, and analytical skills. Excellent written and verbal communication skills. Ability to multi-task under pressure, work independently, and work in a team environment. Self-starter, energetic, and assertive. Versatility, flexibility, and an ability to work within constantly changing priorities with enthusiasm. The annualized base pay range for this role is expected to be $60,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate's experience and education. Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate's skillset, and without regard to an employee or candidate's race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law. Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com.
Miami, FL Position Summary
The Business Development Associate plays a crucial role by providing sales support to the Business Development team, furthering the Focus Partners Wealth brand by delivering an outstanding client experience and helping to drive growth and success for the firm within the firm's custodial referral network programs. Primary Responsibilities
Engage with Financial Consultants (FCs) as well as the end-clients through proactive outreach & ongoing communication. Provide ongoing sales support to the Business Development Team including but not limited to: scheduling, prospecting, marketing, event coordination, and analytics. Utilize CRM and other technologies for all data entry and internal workflow: pipeline & task management, and ongoing client communications. Coordinate across business lines with Financial Consultants, Business Development Team and Advisor Teams. Basic Qualifications
2 years administrative work experience (including internships); financial services experience is a plus. Associate or bachelor's degree required. Proficiency in Microsoft Suite. Experience with CRM system; Salesforce preferred. Strong attention to detail, communication, problem-solving, and analytical skills. Excellent written and verbal communication skills. Ability to multi-task under pressure, work independently, and work in a team environment. Self-starter, energetic, and assertive. Versatility, flexibility, and an ability to work within constantly changing priorities with enthusiasm. The annualized base pay range for this role is expected to be $60,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate's experience and education. Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate's skillset, and without regard to an employee or candidate's race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law. Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com.