Position Summary
NorthCoast Asset Management is a data-driven investment firm specializing in dynamic, risk-managed equity and income strategies for high-net-worth investors and financial advisors. With more than two decades of applied research and market experience, the firm combines macroeconomic analysis, quantitative modeling, and disciplined risk controls to actively navigate evolving market environments. The firm is headquartered in Stamford, Connecticut and operates as a part of the Focus Financial network. NorthCoast Asset Management is seeking a Hybrid Wholesale. The Hybrid Wholesaler serves as a bridge between internal and external distribution, combining virtual coverage, targeted in‑person meetings, and territory management responsibilities. This role is designed to scale advisor coverage, deepen relationships and drive asset growth across key channels (Wirehouse, RIA, and Broker‑Dealer).
This position requires a presence in the Stamford office five days a week.
Primary Responsibilities
Advisor Coverage & Relationship Management
- Manage and grow relationships with a defined book of financial advisors across assigned territories
- Conduct proactive outreach via phone, video meetings, and targeted in‑person visits
- Identify opportunities to deepen engagement across strategies and platforms
- Support advisor onboarding, education, and implementation of firm strategies
Sales & Asset Growth
- Drive net flows through consistent advisor engagement and opportunity identification
- Identify cross‑sell and upsell opportunities within existing relationships
- Track pipeline activity and advance opportunities toward funded AUM
Product & Market Education
- Deliver compliant product education and positioning across the firm’s investment lineup
- Discuss market themes, volatility, and portfolio implications with advisors
- Support due diligence conversations and follow‑up requests
- Coordinate product‑specific deep dives with portfolio managers or specialists as needed
Territory & CRM Management
- Maintain accurate CRM records (calls, meetings, follow‑ups, pipeline)
- Segment advisors by opportunity, activity, and strategic importance
- Monitor territory metrics including activity levels, flows, and conversion rates
- Prepare meeting recaps and internal updates for sales leadership
Internal Collaboration
- Work closely with:
- External Wholesalers
- Sales Management
- Marketing & Sales Enablement
- Portfolio & Product Teams
- Compliance and Operations
- Participate in territory calls, sales meetings, and training sessions
- Provide field feedback on advisor sentiment, competitor activity, and product positioning
Qualifications
- Bachelor’s Degree
- 4+ years in asset management, wholesaling, or financial services sales
- Experience covering wirehouses, RIAs and broker‑dealers advisors
- Strong understanding of investment products and portfolio construction
- Proven ability to drive advisor engagement and asset growth
- Highly organized, consultative, and relationship‑driven
- FINRA licenses (Series 6/7, 63/66)
- Clean U4
The Hybrid Wholesaler is an exempt position. The annualized base pay range for this role is expected to be between $90,000/year + incentive/bonus 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.
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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 www.focusfinancialpartners.com 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 [email protected].
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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.
Skills Required
- Bachelor's Degree
- 4+ years in asset management, wholesaling, or financial services sales
- Experience covering wirehouses, RIAs and broker-dealers advisors
- Strong understanding of investment products and portfolio construction
- Proven ability to drive advisor engagement and asset growth
- Highly organized, consultative, and relationship-driven
- FINRA licenses (Series 6/7, 63/66)
- Clean U4
Focus Financial Partners Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Focus Financial Partners and has not been reviewed or approved by Focus Financial Partners.
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Fair & Transparent Compensation — Pay is presented with clear salary bands in multiple public job postings across roles and locations, aligning with typical ranges for similar industry titles. Role-level transparency spans client service, trading, and corporate/transaction positions.
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Affordable Benefits — Health insurance is characterized as affordable alongside favorable commentary on the overall package. Core coverage includes medical, dental, vision, life insurance, and a 401(k) noted in corporate postings.
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Wellbeing & Lifestyle Benefits — Broader total rewards include paid volunteer time, an in-house headquarters gym, wellness amenities such as lactation rooms and healthy snacks, and tuition assistance/training investment. These elements indicate attention to employee wellbeing beyond core insurance.
Focus Financial Partners Insights
What We Do
Focus Financial Partners is a leading partnership of independent, fiduciary wealth management firms. Focus provides unrivaled access to best practices, resources, and continuity planning for its partner firms who serve individuals, families, employers and institutions with wealth management, benefit and investment consulting services. Focus partner firms maintain their operational independence, while they benefit from the synergies, scale, economics and best practices of the market leader to achieve their business objectives. For more information about Focus Financial Partners, please visit www.focusfinancialpartners.com.
