Hybrid Wholesaler

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
• #LI-KP1
• For California Applicants: Information on your California privacy rights can be found here
• For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employ

Benefits

Additional Information

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

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