Referral Channel Specialist

focus partners is seeking a referral channel specialist. This specialist partners closely with business development officers (bdos) and advisor teams to enhance focus partners commitment to delivering an exceptional client experience. This role ensures a repeatable and scalable process that drives sustained growth and success across both the charles schwab and fidelity investments referral programs. Focus provides team members the flexibility to work a hybrid schedule.

Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader. This position can be based out of atlanta, chicago or nashville on a hybrid basis.

• foster connections with schwab and fidelity financial consultants (fcs) and their clients through proactive engagement, transparent communication, and timely execution throughout the sales “closed won” process.
• establish partnerships with bdos that emphasize meticulous attention to detail, timely alignment, and thoughtful deal momentum—positioning their sales pipeline for long-term success and strong fc retention.
• foster trust and alignment with advisors and client service team members by maintaining consistency, transparency, and timeliness during the centralized onboarding stage.
• collect and consolidate essential client information and manage execution of initial client onboarding documents to enable a smooth and efficient handoff from bdos to advisor teams.
• ensure perpetual follow‑up with key stakeholders to maintain a consistent and fluid sales process workflow from “closed won” to “new client onboard.”
• coordinate the transition from “new client onboard” to the assigned advisor team.
• continuously improve the new client onboarding process establishing high standards in client satisfaction and preserving fc and bdo trust in accuracy and pace.
• utilize salesforce for all data entry and internal workflows.
• keep selected advisor teams abreast of pipeline activity.

• 2+ years of 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.
• initiative‑taker, energetic, and assertive.
• versatility, flexibility, and an ability to work within constantly changing priorities with enthusiasm.
• outside the box thinking, lean‑in mentality, ability to spot red flags and derive proactive solutions, and organized task management.

the referral channel specialist is a non‑exempt position. The annualized base pay range for this role is expected to be between $60,000 - $65,000/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.
• 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…