Business Development Associate

Scottsdale, AZ 

Position Summary

The Business Development Associate plays a crucial role by providing sales support to the Business Development team, furthering the Focus Partners Wealth 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 role is based in Scottsdale, AZ

Primary Responsibilities

• 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.

Basic Qualifications

• Bachelor's Degree


• 2 years administrative work experience (including internships); financial services experience is a plus.


• 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 annualized base pay range for this role is expected to be $60,000. 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 is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit www.focusfinancialpartners.com.