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Hybrid Referral Channel Specialist

Job in Chicago, Cook County, Illinois, 60290, USA
Listing for: Focus Partners
Full Time position
Listed on 2026-10-15
Job specializations:
  • Sales
    Sales & Marketing, Marketing Communications, Business Development
Salary/Wage Range or Industry Benchmark: 60000 - 65000 USD Yearly USD 60000.00 65000.00 YEAR
Job Description & How to Apply Below

Focus Partners is seeking a Referral Channel Specialist to support the Charles Schwab and Fidelity referral programs. You will collaborate with BDOs and Advisor Teams to streamline onboarding, ensure accurate data in Salesforce, and drive a repeatable, scalable process.

This hybrid role can be based in Chicago, Atlanta, or Nashville with 3 days in office and 2 remote days. Base pay ranges from $60,000 to $65,000 annually, plus potential bonus and a comprehensive benefits package.

We are looking to fill the Hybrid Referral Channel Specialist position at Focus Partners in Chicago, IL, United States.

Our organisation is growing, and we are hiring a Hybrid Referral Channel Specialist in Chicago, IL, United States.

This opening is for the Hybrid Referral Channel Specialist role at Focus Partners.

We are seeking a motivated Hybrid Referral Channel Specialist to join Focus Partners in Chicago, IL, United States.

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