VP, Business Development

The posting, as Focus Financial Partners wrote it

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 firm’s 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 firm’s 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

• Bachelor’s 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 $125,000-$150,000 base salar
[…]
ential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com .

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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.