VP, Business Development

Alley Company is a registered investment advisory firm located in Lake Forest Illinois. The firm was founded in 1998 by Steven J. Alley with a clear purpose: to provide clients with understandable long-term financial planning and investment management that is rooted in quality.

We are seeking a highly motivated VP Business Development to join our team. This individual will play a critical role in driving new business growth while also learning and supporting the client servicing side of the business. This person will i mmediately step into an established client base and work alongside a highly collaborative team in servicing 3 books of existing client relationships.

This is an ideal opportunity for a business development focused advisor who thrives on building relationships developing referral networks and generating new client opportunities while gaining exposure to investment management and client service opportunities. You will also work alongside senior wealth advisors and quickly learn the firms investment philosophy and high touch service culture.

This position requires you to be on-site 5 days a week. Opportunities for workplace flexibility may be available based on performance tenure and business needs.

Key Responsibilities:

Business Development

• Proactively source and develop new client relationships with high-net-worth individuals and families
• Generate and schedule meetings with prospective clients through networking referrals and centers of influence
• Build relationships with external partners including accounting firms real estate professionals attorneys and other strategic referral sources
• Work alongside leadership to expand center of influence channels and community presence
• Maintain an active pipeline of prospects and business development opportunities

Client Service & Relationship Management

• Learn the firms investment philosophy client experience model and operational processes
• Support existing client relationships in an account servicing capacity
• Partner with the investment and research teams to understand portfolio strategy and market positioning
• Assist senior advisors and relationship managers with ongoing client needs and communication
• Help deliver a high-touch white-glove client experience

Qualifications:

• Bachelors Degree required. Progress towards CFP and/or CFA a plus.
• 5 years of experience serving high-net-worth clients within a wealth management or financial planning environment.
• Proven ability to develop new business and cultivate client relationships
• Strong networking and interpersonal communication skills
• Entrepreneurial mindset with the desire to grow the practice.
• Passion for wealth management investments and relationship management
• Ability to work independently while collaborating with a growing team

This position is an exempt position. The annualized base pay range for this role is expected to be between $125000-$150000 base salary compensation range. Base salary may vary based on factors including but not limited to experience subject matter expertise geographic location where work will be performed and the applicants skill set. Incentive compensation can be meaningful based upon success of business development efforts. Other rewards may include an annual cash bonus and a comprehensive benefits package including but not limited to medical dental vision life insurance and 401(k). Please note that the job title is subject to change based on the selected candidates experience and education

#LI-JS1

Alley Company is part of the Focus Financial Partners network firm community. As part of the partnership Alley Company remains independently operated but gains the support of a broader organization. Whether focused on growth enhancing capabilities or planning for the future being part of Focus means you are part of something larger while still working in an entrepreneurial firm-led environment.

About Focus Financial Partners

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 follow the company on LinkedIn.

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidates skillset and without regard to an employee or candidates 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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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.

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 states 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.

Required Experience:

Exec