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.
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.
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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.
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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.