Business Development Associate

About the role

The Business Development Associate provides 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

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

Pay

• Non-exempt position
• Annualized base pay range: $55,000 - $60,000/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
• Other rewards may include an annual cash bonus and a comprehensive benefits package

Schedule

This position can be based out of the following locations on a hybrid basis: Scottsdale, AZ or Bellevue, WA. Hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.