Facility Specialist Medical Staff Service

This is a fully remote position. 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. Engage high-net-worth investors and communicate Focus Partners’ value to schedule meetings with advisory teams.
Develop and execute business development strategies to cultivate new client opportunities, build relationships with prospective high-net-worth investors, and contribute to the growth of the first client acquisition pipeline.
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.
3+ years of professional experience, preferably in financial services or a client-facing role.
~ Bachelor’s degree required.
~ Demonstrated success in business development, consultative sales, relationship management, or client acquisition activities.
~ Strong proficiency with Salesforce (or similar platforms); experience configuring workflows is a bonus.
~ The Client Development Specialist is an 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. com 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 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 following language is for US based roles only
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.
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.
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.