Hybrid Wholesaler at Focus Financial Partners

Stamford, CTFull-timeWealth Management Posted about 1 month ago

About the Role

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 <ul> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Manage and grow relationships with a defined book of financial advisors across assigned territories</li> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Conduct proactive outreach via phone, video meetings, and targeted in‑person visits</li> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Identify opportunities to deepen engagement across strategies and platforms</li> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Support advisor onboarding, education, and implementation of firm strategies</li> </ul> Sales & Asset Growth <ul> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Drive net flows through consistent advisor engagement and opportunity identification</li> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Identify cross‑sell and upsell opportunities within existing relationships</li> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Track pipeline activity and advance opportunities toward funded AUM</li> </ul> Product & Market Education <ul> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Deliver compliant product education and positioning across the firm’s investment lineup</li> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Discuss market themes, volatility, and portfolio implications with advisors</li> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Support due diligence conversations and follow‑up requests</li> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Coordinate product‑specific deep dives with portfolio managers or specialists as needed</li> </ul> Territory & CRM Management <ul> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Maintain accurate CRM records (calls, meetings, follow‑ups, pipeline)</li> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Segment advisors by opportunity, activity, and strategic importance</li> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Monitor territory metrics including activity levels, flows, and conversion rates</li> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Prepare meeting recaps and internal updates for sales leadership</li> </ul> Internal Collaboration <ul> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Work closely with:</li> <ul> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">External Wholesalers</li> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Sales Management</li> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Marketing & Sales Enablement</li> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Portfolio & Product Teams</li> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Compliance and Operations</li> </ul> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Participate in territory calls, sales meetings, and training sessions</li> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Provide field feedback on advisor sentiment, competitor activity, and product positioning</li> </ul> Qualifications <ul> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Bachelor’s Degree</li> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">4+ years in asset management, wholesaling, or financial services sales</li> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Experience covering wirehouses, RIAs and broker‑dealers advisors</li> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Strong understanding of investment products and portfolio construction</li> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Proven ability to drive advisor engagement and asset growth</li> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Highly organized, consultative, and relationship‑driven</li> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">FINRA licenses (Series 6/7, 63/66) </li> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Clean U4</li> </ul> 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.  #LI-KP1    <div class="content-conclusion">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 <a href="https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false&originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892&McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO">www.focusfinancialpartners.com</a> or follow the company on <a href="https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO">LinkedIn</a>. 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 <a href="mailto:[email protected]">[email protected]</a>. The following language is for US based roles only For California Applicants: Information on your California privacy rights can be found <a id="menur4dt" class="fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn" href="https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249" target="_blank">here</a> 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. 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.</div>

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