What are the responsibilities and job description for the Associate, Business Development position at The Colony Group?
Focus Partners Wealth seeks a motivated and qualified individual for the position of Business Development Associate. Thisrole will be providing administrativesupport to the Business Development team furthering Focus Financial Partner's dedicationto delivering an outstanding client experience and helping to drive growth and success for the firm within the firm'scustodial referral network programs.
Primary responsibilities for this position include :
- Engage with financial consultants (FCs) as well as the end-clients through outreach, communication, scheduling, and maintaining continuous phone and email correspondence.
- Collect and consolidate end-client data to facilitate the complete client onboarding process.
- Utilize Salesforce and other technologies for all data entry and internal workflow : pipeline & task management, onboarding, and ongoing client communications.
- Serve as the central point of contact between the Business Development Team and the Advisor Teams.
Qualifications :
This position is Non-exempt.
Focus Partners Wealth is a leading partnership of fiduciary wealthmanagement and related financial services firms. Focus provides access to bestpractices, greater resources, and continuity planning for its affiliatedadvisory firms, which serve individuals, families, employers, and institutionswith comprehensive financial services. Focus firms and their clients benefitfrom the solutions, synergies, scale, economics, and best practices offered byFocus to achieve their business objectives. For more information about Focus,please visit www.focusfinancialpartners.com.
The annualized base pay range for this role is expected to be between $60k. Actualbase pay could vary based on factors including but not limited to experience,subject matter expertise, geographic location where work will be performed andthe applicant's skill set. The base payis just one component of the total compensation package for employees. Other reward may include an annual cash bonusand a comprehensive benefits package
Salary : $60,000
