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© All Rights Reserved. ApplyBlast.com
NorthCoast Asset Management
The Business Development Officer drives firm growth by sourcing high-net-worth clients, building referral networks, and executing sales strategies within the NorthCoast brand. This role involves developing and managing a pipeline of prospective clients, engaging with financial intermediaries, and presenting wealth management solutions to prospects and partners. The position requires strong relationship management skills and a focus on delivering an outstanding client experience to support the firm's custodial referral network programs.
We provide comprehensive wealth management services, from investment strategies and portfolio design, to individual stock analysis and holistic financial planning.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for NorthCoast Asset Management.
Right around the average for this role