Associate Vice President, Client Development

Focus Financial Partners

. Drive growth for Focus Partners .

Posted 11/9/2026full-timeRemote • United StatesMid-Level💰 $100,000 - $125,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing the full sales cycle, from prospecting to closing, particularly within financial services. Proven ability to engage high-net-worth individuals and develop tailored solutions that align with their goals.

Highest-signal resume keywords

5+ Years Of Professional ExperienceBachelor's DegreeSalesforce ProficiencyPipeline ManagementExcellent Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Sales Cycle ManagementOpportunity DevelopmentProposal DevelopmentClosing New BusinessForecast Management

Soft Skills

Trust BuildingOrganizational SkillsProactive AttitudeResilienceAdaptability

Tools & Technologies

SalesforceCRM Software

Industry Keywords

Financial ServicesClient-Facing RoleHigh-Net-Worth IndividualsConsultative SalesWealth Advisors

About the role

Key responsibilities & impact

Drive growth for Focus Partners
Clearly articulate why FPW is the right choice and connect capabilities to each prospect’s priorities
Prospect and win new clients through outbound outreach
Build and manage a high-quality pipeline of affluent and high-net-worth prospects
Own the full sales cycle from first meeting through signed agreement
Lead pursuits in partnership with wealth advisors and specialists
Develop tailored proposals and guide prospects toward a confident decision
Engage high-net-worth individuals, understand their goals, introduce tailored solutions, and connect them with the wealth advisor team

Requirements

What you’ll need

5+ 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
Demonstrated success developing opportunities, managing a pipeline, and closing new business, preferably in financial services or a consultative sales environment
Proficiency with Salesforce or a similar CRM
Ability to manage opportunities, maintain accurate forecasts, and drive disciplined follow-through
Confidence leading high-stakes conversations, addressing objections, and earning commitment through a clear, compelling value proposition
Highly organized with the ability to manage multiple priorities and workflows
Proactive, resilient, and committed to continuous learning and improvement
Adaptable team player, comfortable in fast paced, evolving environments with a strategic mindset and commitment to excellence

Benefits

Comp & perks

Performance-based compensation tied to a tiered structure
Medical insurance
Dental insurance
Vision insurance
Life insurance
401(k)