Business Development Associate

job description summary

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.

this position can be based out of the following locations on a hybrid basis: scottsdale, az or bellevue, wa.

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 days per week, or as assigned by their team leader.

• engage with financial consultants (fcs) as well as the end-clients through proactive outreach & 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 & task management, and ongoing client communications.
• coordinate across business lines with financial consultants, business development team and advisor teams.

• 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.

the business development associate is an non-exempt position. The annualized base pay range for this role is expected to be between $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. The base pay is just one component of the total compensation package for employees.

Other rewards may include an annual cash bonus and 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 clients in all 50 states.

Focus partners is part of focus, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about focus, visit  or follow the company on linkedin.

focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about focus, visit  or follow the company on linkedin.

focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.

focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact

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