Client Development Specialist
$75k - $85kFocus Partners Wealth
- # Client Development SpecialistApply: Fully Remote: Remote: Full time: Posted Today: JR100406**Job Description Summary:**This is a fully remote position. Seeking candidates who reside in the Mountain or Pacific Time Zone within the United States. Focus Partners is seeking a Client Development Specialist to join our team! Step into a high-energy, collaborative sales environment where driven professionals are passionate about helping clients achieve stronger financial futures. You will engage with high-net-worth individuals who have already expressed interest in Focus Partners, using thoughtful conversations to understand their goals, introduce tailored solutions, and connect them with our wealth advisor team. In this role, you’ll play a key part in client engagement and onboarding, partnering within the Client Development team to manage digitally sourced opportunities and deliver a seamless, high-quality experience at every stage of the prospect journey.**Job Description:** **Primary Responsibilities** * Engage high-net-worth investors and communicate Focus Partners’ value to schedule meetings with advisory teams.* Manage inbound, marketing-generated pre-qualified leads with urgency and speed-to-engage.* Own and enhance outreach strategies to improve conversion and client experience.* Lead the client onboarding process, coordinating data collection and cross-team workflows.* Track pipeline activity, onboarding progress, and communications using CRM and internal tools.* Partner with wealth advisors and client service teams to ensure smooth client transitions.* Identify and implement process improvements to increase efficiency and client satisfaction.* Contribute to a collaborative, performance-driven team environment and support team development when needed. **Qualifications** * 3+ years of professional experience, preferably in financial services or a client-facing role.* Bachelor’s degree required.* Strong track record of achieving results and driving outcomes.* Excellent communication skills with the ability to engage and build trust across diverse audiences.* Persuasive and confident in influencing decisions.* Highly organized with the ability to manage multiple priorities and workflows.* Proactive, resilient, and committed to continuous learning and improvement.* Strong proficiency with Salesforce (or similar platforms); experience configuring workflows is a bonus.* Adaptable team player, comfortable in fast paced, evolving environments with a strategic mindset and commitment to excellence. The Client Development Specialist is an exempt position. The annualized base pay range for this role is expected to be between $75,000 - $85,000/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 focuspartners.com or follow the company on LinkedIn. #LI-KT1 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. **EEO Statement**: 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 View email address on click.appcast.io ***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.### Why work here?*People matter here, not just as a catchphrase, but as a belief. And we're building a firm that takes its work seriously and holds itself to a high standard, but also one that never forgets that the work is done by people. Your experience, your judgment, and your perspective, they matter here. We’re growing and growth brings opportunity for learning, for advancement, and for building something lasting.*
- J-18808-Ljbffr Focus Partners Wealth
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Client Development Specialist in Brooklyn, NY vacancy
$115k - $125k
...deliver the highest quality advice and novel solutions to our clients’ legal issues. We are known for handling the most complex... ...Opportunity We are seeking a Client Accounting Training & Development Specialist to join our Firm. This individual will be responsible for designing...SuggestedTraineeshipWork experience placementLocal areaRemote work- ...setting the standards for excellence for multi-service healthcare, developmental and educational programs. Our philosophy reflects... ...child’s potential. We are seeking dynamic Child Development Specialists (CDS) looking for a comprehensive and rewarding experience. In...SuggestedFlexible hours
TheraCare New Jersey
Jersey City, NJ2 days ago - ...communities being served, with knowledge and understanding of local needs and resources One to three years’ experience in workforce development or related programs preferred Additional Information All your information will be kept confidential according to EEO...SuggestedTemporary workWork experience placementLocal area
Equus
Jersey City, NJ9 days ago $85k - $127k
...the same place. Global law firm K&L Gates is seeking a Market Development Specialist (MDS) to join one of our West Coast offices. Working under... ...working with Senior Managers, Office Managing Partners, and other Client Growth team members, focusing on building brand awareness...SuggestedFull timeTemporary workWork at officeLocal areaRelocationFlexible hoursK&L Gates LLP incorporated
Brooklyn, NY5 days ago$66.3k - $70k
...managers, licensed mental health clinicians, and workforce development specialists. Together, these services support our four pillars of stability... ...system in order to maintain accurate and up-to-date client files. Comply with charting requirements and data collection...SuggestedPermanent employmentFull timeLocal areaWeekend workWeekday workJericho Project
Brooklyn, NYa month ago$28 - $30 per hour
...in putting people first and creating meaningful days for our clients and each other. If you’re passionate about empowering others to... ...We are looking for a relationship-driven and highly organized Development Coordinator who is passionate about fundraising, storytelling,...Work at officeMonday to Friday- Select how often (in days) to receive an alert: Parts Development Cost Management Specialist Date: Aug 19, 2026 Location: Ellabell, GA, US JOB TITLE Parts Development Cost Management WHAT YOU WILL DO This role is part of the Cost Management team at Hyundai Motor Group...Work at officeShift work
- Department: PCH-EV JV | Developmental Programs Location: Gilbert Shift: Mon-Fri, Days, 8am-5pm Category: RN Professional Admin Posting #: 1066040 Employee Type: Full-Time Position Summary This position implements and coordinates comprehensive family-centered, developmentally...Full timeWork at officeShift work
- ## Development SpecialistApply: New York, NY: Full time: Posted Today: R0011210# ****At ALSAC you do more than make a living; you make... ...children.***## Job DescriptionJoin our team as a **Development Specialist** and make a significant impact in the world of fundraising...Full timeWork at officeWork from home
- University of Miami seeks a Child Development Specialist to work on-site in Miami, FL. The role involves evaluating and planning goals for young children, providing direct therapy, and offering guidance to parents, caregivers, and teachers within a pediatric clinic setting...
$131.5k
Requisition ID : 67822 Title : National Field Development Specialist - Foot and Ankle & Trauma Salary Range: Salary Minimum: $131,500 Salary Maximum... ...Management (CRM) experience preferred. Results oriented and client focused. Resourceful and creative regarding resources. Able...Temporary workRemote workFlexible hours- KB Home, a leading homebuilder, seeks a Permit Specialist to manage permitting activities, coordinate municipal approvals, and maintain project documentation. You will liaise with internal teams, government agencies, utilities, and partners to move communities from planning...
- Position: Workforce Development Specialist Location: Butler County, OH Job Id: 1530 # of Openings: 1 Who is Easterseals Redwood? At Easterseals Redwood, we believe in the power of purpose and the power of work . We empower children and adults with disabilities, military...Full time
$67.14k - $92.32k
Job Category: Marketing & Business Development Chevron Federal Credit Union is one of the top-run credit unions in the country - and one of the largest, with $5 billion in assets. Yet our corporate culture is not stuffy: the Team Spirit Committee runs fun activities and...Work at office- CSUMB invites applications for a Full-Time Teaching & Learning Specialist to support faculty development and inclusive teaching practices at Monterey Bay. You will collaborate across departments to design teaching materials, run workshops, observe classes, and assess the...Full time
- Eversheds Sutherland (US) LLP 600 Peachtree Street Suite 5200 Atlanta, GA 30308 United States The Professional Development Specialist works directly with the Professional Development Partner, Associate Director of Professional Development and practice groups to support...
- Roosevelt University in Chicago seeks a Coordinator of Career Advising & Professional Development to provide direct career advising, mentoring, and program delivery for undergraduate and graduate students. The role includes active caseload management, overseeing the Professional...
- ...one of the country’s largest private employers of persons with disabilities. Learn more at GCE.org. Overview The Workforce Development Specialist (WDS) assists GCE team members with disabilities in maintaining employment, building job-related skills, and pursuing...Local areaWeekend workAfternoon shiftEarly shift
$20 per hour
...all shifts. Qualities Best Suited for the Position: Initiative Ability to build rapport with children that leads to pro-social development Patience and creativity while working with residents at their own pace Excellent verbal and written communication skills Professional...Full timeReliefRelocation packageAll shiftsShift workNight shiftWeekend work$20.5 per hour
...a fullrange of behavioral health, early childhood and youth development,substance use treatment and support services for children, adults... ...7am-3pm Sub-Acute Crisis Stabilization Child Development Specialist The Subacute Crisis Stabilization program (SACS) serves youth...Hourly payPart timeImmediate startShift workWeekend work$60k - $85k
## Development SpecialistApply: Hybrid: Walnut Creek, CA: Full time: Posted Today: JR1663Catalight... ..., and entrepreneurial Development Specialist to independently manage assigned... ...Visual and auditory ability to work with clients, staff and others in the workplace continuously...Full timeWork at officeLocal area$25.12 - $28.42 per hour
## Workforce Development SpecialistApply: Orlando, Florida, USA: Full time: Posted 4 Days Ago: End Date: October 9, 2028 (30+ days left to apply): R17048**Job Title**Workforce Development Specialist**Location**USA - Florida - Orlando - Wycliffe USA HeadquartersJob Description...Full timeTemporary workFlexible hours$18 - $20 per hour
Job Title:Development Specialist Location: Ability Partners Foundation - Rochester, NY Salary: $18.00 - $20.00 per hour Employment: Part Time/12 Month position - 20 hours per week. Monday through Friday during business hours. Evening and weekend work may be required...Hourly payPart timeWork at officeLocal areaMonday to FridayNight shiftAfternoon shiftEarly shift$53k - $69.2k
...Description Roers Companies is seeking an energetic, dedicated professional to join our team in Plymouth, MN as a Training & Development Specialist! About Us Roers Companies is a multi-year USA Today Top Workplace and national leader in multifamily real estate,...Full timeTemporary workWork at officeLocal areaImmediate startRoers Companies
Brooklyn, NY1 day ago- ## Training & Development SpecialistApply: Georgia - Oakwood Corporate Office: Full time: Posted Today: 2026-68070**Job Summary:** The Training & Development Specialist is responsible for designing, coordinating, and delivering training programs that enhance employee skills...Full timeWork at office
Wayne Farms LLC
Brooklyn, NY2 days ago - ...for more quality days at home. About the Job The Training and Development Specialist for the Enhanced Care Management (ECM) program holds a... ...listed herein. Vaccination Requirement: Employees in patient, client, or customer-facing roles must be vaccinated against influenza...Local areaRemote workMonday to FridayShift workWeekend workAfternoon shift
Vynca
Brooklyn, NY3 days ago $76k - $128k
...The Training & Development Specialist will design, develop, deliver, and evaluate comprehensive training programs and materials to enhance user adoption, proficiency, and effective use of the WDP System and data platform. This person will conduct training needs analyses...Full timeContract workTemporary workWork at officeVisa sponsorshipWork visaAvalore, LLC
Brooklyn, NY5 days ago- ...k) ~ Paid time off Qualifications: Minimum 3 years of experience in restaurant site selection or commercial real estate development. Strong skills in market analysis, site evaluation, and assessing basic construction and facility requirements. Familiarity...Hourly pay
MOUNTAIN MANAGEMENT 4122 INC
Flushing, NY3 days ago - ...on-site fitness rooms Employee Assistance Program Employee Resource Groups Personal and professional development program Job Summary The Talent Development Specialist supports talent and organizational development initiatives that foster employee growth, engagement, and...InternshipLive inWork at office
- ...passionate about what we do, the services we provide, and the clients we serve. If you're looking for an opportunity to join a... ...we're the right place for you. A Brief Overview The Talent Development Specialist ("TDS") supports the Talent Development team by coordinating...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Development Specialist. Be the first to apply!
Related searches
- customer service administrator Brooklyn, NY
- client support specialist Brooklyn, NY
- food service sales representative Brooklyn, NY
- participant services representative Brooklyn, NY
- logistics customer service representative Brooklyn, NY
- customer operations specialist Brooklyn, NY
- client experience specialist Brooklyn, NY
- client service officer Brooklyn, NY
- licensed insurance customer service representative Brooklyn, NY
- customer sales representative Brooklyn, NY