Business Development Associate
This position can be based out of Scottsdale, AZ or Bellevue, WA on a hybrid basis. Our hybrid model requires 3 days in-office per week, with the option to work remotely 2 days per week, or as assigned by the team leader.
About the role
The Business Development Associate plays a crucial role by providing sales support to the Business Development team, furthering the Focus Partners 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.
Responsibilities
- Engage with Financial Consultants (FCs) as well as the end-clients through proactive outreach and 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 and task management, and ongoing client communications.
- Coordinate across business lines with Financial Consultants, Business Development Team, and Advisor Teams.
Requirements
- 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.
Pay
The annualized base pay range for this non-exempt role is $55,000 - $60,000 per year. Actual base pay may vary based on factors including experience, expertise, geographic location, and skill set. Other rewards may include an annual cash bonus and a comprehensive benefits package.