Remote Referral Specialist

Focus Partners is seeking a Referral Channel Specialist. This role ensures a repeatable and scalable process that drives sustained growth and success across both the Charles Schwab and Fidelity Investments referral programs.
Our hybrid model is defined as 3 days in office work required per week while giving team members the option to work remotely 2 day per week or as assigned by their team leader.
Foster connections with Schwab and Fidelity Financial Consultants (FCs) and their clients through proactive engagement transparent communication and timely execution throughout the sales Closed Won process.
Establish partnerships with BDOs that emphasize meticulous attention to detail timely alignment and thoughtful deal momentumpositioning their sales pipeline for long-term success and strong FC retention.
Foster trust and alignment with advisors and client service team members by maintaining consistency transparency and timeliness during the centralized onboarding stage.
Collect and consolidate essential client information and manage execution of initial client onboarding documents to enable a smooth and efficient handoff from BDOs to Advisor Teams.
Utilize Salesforce for all data entry and internal workflows.
Keep selected Advisor Teams abreast of pipeline activity.
2 years of administrative work experience (including internships); financial services experience is a plus.

• Associate or bachelors degree required.
• Proficiency in Microsoft Suite.
• Experience with CRM system; Salesforce preferred.
• The Referral Channel Specialist is a non-exempt position. 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 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 or follow the company on LinkedIn.
#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 .
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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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.