Focus Financial Partners
Director, Institutional Consulting
Focus Financial Partners, Houston, Texas, United States, 77246
NorthCoast Asset Management is seeking a Director, Institutional Consulting. As the Director covering the Houston 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 promote our investment strategies and solutions to key decision-makers, foster long-term partnerships, and achieve sales targets.
We offer a hybrid schedule: 3 days in office required per week and 2 days remote or as assigned by the 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.
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, prospect for new clients, and leverage 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.
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.
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 may vary based on experience, subject matter expertise, geographic location, and the applicant's skill set. Other rewards may include an annual cash bonus and a comprehensive benefits package.
NorthCoast Asset Management is an Equal Opportunity Employer and complies with all applicable laws. We do not discriminate on the basis of race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, disability, or any other protected status.
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We offer a hybrid schedule: 3 days in office required per week and 2 days remote or as assigned by the 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.
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, prospect for new clients, and leverage 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.
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.
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 may vary based on experience, subject matter expertise, geographic location, and the applicant's skill set. Other rewards may include an annual cash bonus and a comprehensive benefits package.
NorthCoast Asset Management is an Equal Opportunity Employer and complies with all applicable laws. We do not discriminate on the basis of race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, disability, or any other protected status.
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