Hybrid Wholesaler

Hybrid Wholesaler Focus Financial Partners Stamford, CT Job Details $90,000 a year 1 day ago Qualifications Asset management Investment Financial sales Series 6 Territory sales Upselling Product positioning Series 66 Mid-level Cross-selling Series 7 Customer segmentation Analysis skills Bachelor's degree Managing clients in a finance role Territory management Sales pipeline management Due diligence CRM system proficiency Series 63 Full Job Description 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. #LI-KP1 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 . The following language is for US based roles only

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If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

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