Hybrid Wholesaler

Focus Financial Partners•Stamford, CT

3d•Onsite

About The Position

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 an presence in the Stamford office five days a week.

Requirements

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

Responsibilities

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
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
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
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
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