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 Greenwich, Connecticut and operates as a part of the Focus Financial network.
NorthCoast Asset Management is seeking a Director, Institutional Consulting. As the Director, Institutional Consulting covering the Houston, TX area for our institutional and advisory business, you will play a crucial role in expanding our client base, driving sales revenue, and building strong relationships with institutional investors and financial advisors. Leveraging your industry knowledge and sales expertise you will be responsible for promoting our investment strategies and solutions to key decision-makers, fostering long-term partnerships, and achieving sales targets.
Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.
Primary Responsibilities
Business Development
- Develop and execute a comprehensive sales strategy to drive business growth within your territory for institutional and advisory clients.
- Identify and cultivate relationships with institutional investors, including wirehouses, RIAs, family offices, foundations, and consultants.
Client Relationship Management
- Serve as the primary point of contact for institutional and advisory clients within the western U.S., ensuring excellent service delivery and client satisfaction.
- Understand client needs, investment objectives, and risk profiles to offer tailored solutions and investment strategies that meet their requirements.
- Conduct client presentations and meetings that effectively communicate the value proposition of NorthCoast Asset Management and our product offerings.
Sales Target Achievement
- Develop and execute sales plans and strategies to meet or exceed assigned sales targets and revenue goals within your territory.
- Actively pursue new business opportunities, prospecting for new clients, and leveraging existing relationships to generate new sales leads.
- Timely track sales activities within the Sales CRM, maintain accurate sales pipelines, and provide regular reports to management on territory progress and results.
Team Collaboration
- Collaborate with internal teams, including portfolio management, marketing, and operations, to ensure seamless client onboarding, effective communication, and alignment of client expectations.
- Participate in industry conferences, seminars, and networking events to represent NorthCoast Asset Management and expand professional networks.
Qualifications
- Bachelor's degree in finance, economics, business, or a related field; Series 7 and Series 65 licenses required.
- Demonstrated expertise and a consistent record of success in business development across major wirehouse firms & registered investment advisors (RIAs) within the territory. (Required)
- Strong understanding of different investment products, asset classes, and investment strategies.
- Self-motivated and results oriented, with the ability to work independently and as part of a team.
- Excellent communication, presentation, and negotiation skills.
- Ability to build and maintain relationships with key decision-makers and industry influencers.
- Willingness to travel frequently within the assigned territory.
The annualized base pay range for this role is expected to be between $125,000 base + commission. 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.
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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.
