What are the responsibilities and job description for the Director of Client Development position at Focus Partners Wealth?
Position Summary
Focus Partners Wealth is seeking a Director of Client Development. The Director of Client Development is responsible for leading the Client Development (“Inside Sales”) function, driving lead qualification, pipeline conversion, and revenue growth. Reporting to the Chief Growth Officer, the Director of Client Development will oversee a team of business development representatives (“specialists”) responsible for qualifying leads and more senior inside sellers (“Associate VPs”) responsible for quarterbacking close. This individual will work closely with wealth advisory teams to help match prospective clients with the appropriate financial professionals.
To drive successful commercial results, this individual will be expected to monitor and optimize commercial outreach cadences and other tactics, messaging in discovery and pitch conversations, and coordination with the Marketing team and the Wealth Advisory team that owns servicing accounts post-close.
The ideal candidate is a proven sales leader skilled in managing, coaching, and scaling inside sales teams, leveraging data-driven insights. They bring both strategic acumen and operational rigor, with a track record of developing talent, driving productivity, and implementing scalable sales processes. Experience in the financial services or fintech sectors is a plus.
Primary Responsibilities
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.
The following language is for US based roles only
For California Applicants: Information on your California privacy rights can be found here
For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.
For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.
For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.
For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.
For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.
Focus Partners Wealth is seeking a Director of Client Development. The Director of Client Development is responsible for leading the Client Development (“Inside Sales”) function, driving lead qualification, pipeline conversion, and revenue growth. Reporting to the Chief Growth Officer, the Director of Client Development will oversee a team of business development representatives (“specialists”) responsible for qualifying leads and more senior inside sellers (“Associate VPs”) responsible for quarterbacking close. This individual will work closely with wealth advisory teams to help match prospective clients with the appropriate financial professionals.
To drive successful commercial results, this individual will be expected to monitor and optimize commercial outreach cadences and other tactics, messaging in discovery and pitch conversations, and coordination with the Marketing team and the Wealth Advisory team that owns servicing accounts post-close.
The ideal candidate is a proven sales leader skilled in managing, coaching, and scaling inside sales teams, leveraging data-driven insights. They bring both strategic acumen and operational rigor, with a track record of developing talent, driving productivity, and implementing scalable sales processes. Experience in the financial services or fintech sectors is a plus.
Primary Responsibilities
- Oversee lead qualification-to-close processes from direct and affiliate marketing channels.
- Manage and grow the Client Development team, including business development reps (“specialists”) qualifying both inbound- and outbound-driven leads and inside sellers (“Associate VPs”) quarterbacking close.
- Partner with the Wealth Advisory team, which will service the accounts post-close, to execute winning sales motions and introduce prospects to advisors at the right moment in the ‘purchase’ journey.
- Partner with the Marketing team to identify priority audiences and hone Focus’ messaging to prospective clients; develop playbooks and scripts to standardize winning messaging across the Client Development team.
- Develop and execute new multi-touch, multi-channel outreach programs to connect with and qualify marketing-driven leads.
- Maintain and review performance dashboards with the Client Development team, driving consistent, data-driven pipeline management.
- Implement and oversee use of CRM and sales automation tools (Salesforce, HubSpot, Gong, Outreach, etc.) to track and optimize sales productivity.
- Collaborate with the Chief Growth Officer and senior leadership to set sales targets and optimize spending as well as lead generation strategies by channel (e.g., digital marketing, SmartAsset, events, etc.)
- Implement career development paths for the Client Development team.
- Champion a culture of continuous improvement—testing new outreach methods, leveraging data insights, and sharing best practices across teams.
- Bachelor’s degree or equivalent experience; advanced degree a plus.
- 10 years of experience in sales leadership, ideally in financial services / wealth management or fintech.
- Proven success leading inside sales teams, with additional experience in managing field sales a plus.
- Demonstrated experience scaling sales teams, including designing and testing new outreach and pitch tactics and optimizing pipeline reporting.
- Highly data-driven with experience leveraging CRM and sales automation tools (e.g., Salesforce, HubSpot, Gong, Outreach) to manage pipeline and improve productivity.
- Experience partnering closely with marketing teams on integrated go-to-market initiatives and content development.
- Excellent leadership, communication, and coaching skills, with the ability to motivate teams in a performance-oriented culture.
- Proven ability to balance strategic direction-setting with hands-on execution in a fast-paced, growth-oriented environment.
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.
The following language is for US based roles only
For California Applicants: Information on your California privacy rights can be found here
For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.
For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.
For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.
For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.
For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.
Salary : $200,000 - $250,000