Hybrid Wholesaler
Focusfinancialpartners · Stamford, CT · Posted May 20, 2026
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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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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 careers@focuspartners.com .
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