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Focus Financial Partners

RIA aggregator and growth platform

VP – Business Development

Business Development & PartnershipsUpdated on Nov 9
Full-timeLake Forest, IL, USA$125k - $150k /yr

About the Job

Requirements

  • A bachelor's degree is required.
  • At least five years of experience serving high-net-worth clients within a wealth management or financial planning environment is required.
  • Ability to develop new business and cultivate client relationships.
  • Strong networking and interpersonal communication skills.
  • Entrepreneurial mindset and desire to grow the practice.
  • Passion for wealth management, investments, and relationship management.
  • Ability to work independently while collaborating with a growing team.

Responsibilities

  • Proactively source and develop new client relationships with high-net-worth individuals and families.
  • Generate and schedule meetings with prospective clients through networking, referrals, and centers of influence.
  • Build relationships with external partners, including accounting firms, real estate professionals, attorneys, and other strategic referral sources.
  • Work alongside leadership to expand center-of-influence channels and community presence.
  • Maintain an active pipeline of prospects and business development opportunities.
  • Learn the firm's investment philosophy, client experience model, and operational processes.
  • Support existing client relationships in an account servicing capacity.
  • Partner with the investment and research teams to understand portfolio strategy and market positioning.
  • Assist senior advisors and relationship managers with ongoing client needs and communication.
  • Help deliver a high-touch client experience.

Desired Qualifications

  • Progress toward the Certified Financial Planner (CFP) designation and/or Chartered Financial Analyst (CFA) designation is a plus.

About the Company

Focus Financial Partners

RIA aggregator and growth platform

Focus Financial Partners supports independent registered investment advisers (RIAs) by building a network of partner firms and providing growth and operational support. Its core product is a customizable platform that helps RIAs grow their businesses and streamline operations, including resources for succession planning and strategic growth. It differentiates itself through a large, PE-backed partnership model that combines growth capital with a network approach, enabling advisors to go independent, merge with or join partner firms, and access scalable tools and services. The company’s goal is to help advisory practices expand, improve client service, and plan for smooth succession while maintaining client relationships.

Company size
1,001-5,000
Company stage
IPO
Headquarters
New York City, New York
Founded
2006

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