Hybrid Wholesaler

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 Greenwich, Connecticut and operates as a part of the Focus Financial network.Position SummaryNorthCoast 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 ResponsibilitiesAdvisor Coverage & Relationship ManagementManage and grow relationships with a defined book of financial advisors across assigned territoriesConduct proactive outreach via phone, video meetings, and targeted in‑person visitsIdentify opportunities to deepen engagement across strategies and platformsSupport advisor onboarding, education, and implementation of firm strategiesSales & Asset GrowthDrive net flows through consistent advisor engagement and opportunity identificationIdentify cross‑sell and upsell opportunities within existing relationshipsTrack pipeline activity and advance opportunities toward funded AUMProduct & Market EducationDeliver compliant product education and positioning across the firm’s investment lineupDiscuss market themes, volatility, and portfolio implications with advisorsSupport due diligence conversations and follow‑up requestsCoordinate product‑specific deep dives with portfolio managers or specialists as neededTerritory & CRM ManagementMaintain accurate CRM records (calls, meetings, follow‑ups, pipeline)Segment advisors by opportunity, activity, and strategic importanceMonitor territory metrics including activity levels, flows, and conversion ratesPrepare meeting recaps and internal updates for sales leadershipInternal CollaborationWork closely with:External WholesalersSales ManagementMarketing & Sales EnablementPortfolio & Product TeamsCompliance and OperationsParticipate in territory calls, sales meetings, and training sessionsProvide field feedback on advisor sentiment, competitor activity, and product positioningQualificationsBachelor’s Degree4+ years in asset management, wholesaling, or financial services salesExperience covering wirehouses, RIAs and broker‑dealers advisorsStrong understanding of investment products and portfolio constructionProven ability to drive advisor engagement and asset growthHighly organized, consultative, and relationship‑drivenFINRA licenses (Series 6/7, 63/66) Clean U4The 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.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 California Applicants: Information on your California privacy rights can be found hereFor 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.