Client Development Specialist

About this role

Job Description Summary:
This is a fully remote position. Seeking candidates who reside in the Mountain or Pacific Time Zone within the United States.

Focus Partners is seeking a Client Development Specialist to join our team! Step into a high-energy, collaborative sales environment where driven professionals are passionate about helping clients achieve stronger financial futures. You will engage with high-net-worth individuals who have already expressed interest in Focus Partners, using thoughtful conversations to understand their goals, introduce tailored solutions, and connect them with our wealth advisor team. In this role, you’ll play a key part in client engagement and onboarding, partnering within the Client Development team to manage digitally sourced opportunities and deliver a seamless, high-quality experience at every stage of the prospect journey.Job Description:

Primary Responsibilities

• Engage high-net-worth investors and communicate Focus Partners’ value to schedule meetings with advisory teams.

• Manage inbound, marketing-generated pre-qualified leads with urgency and speed-to-engage.

• Own and enhance outreach strategies to improve conversion and client experience.

• Lead the client onboarding process, coordinating data collection and cross-team workflows.

• Track pipeline activity, onboarding progress, and communications using CRM and internal tools.

• Partner with wealth advisors and client service teams to ensure smooth client transitions.

• Identify and implement process improvements to increase efficiency and client satisfaction.

• Contribute to a collaborative, performance-driven team environment and support team development when needed.

Qualifications

• 3+ years of professional experience, preferably in financial services or a client-facing role.

• Bachelor’s degree required.

• Strong track record of achieving results and driving outcomes.

• Excellent communication skills with the ability to engage and build trust across diverse audiences.

• Persuasive and confident in influencing decisions.

• Highly organized with the ability to manage multiple priorities and workflows.

• Proactive, resilient, and committed to continuous learning and improvement.

• Strong proficiency with Salesforce (or similar platforms); experience configuring workflows is a bonus.

• Adaptable team player, comfortable in fast paced, evolving environments with a strategic mindset and commitment to excellence.

The Client Development Specialist is an exempt position. The annualized base pay range for this role is expected to be between $75,000 - $85,000/year. 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.

Focus Partners is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners supports clients at every stage of life, helping them manage their financial future. Focus Partners uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners is part of Focus, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus, visit focuspartners.com or follow the company on LinkedIn.

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. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.

EEO Statement: 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

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