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Director, Institutional Consulting at Focus Partners Wealth - ApplyBlast

Director, Institutional Consulting

Focus Partners Wealth

9 months ago

4.0 on Glassdoor

Houston, TX

Hybrid

Full Time

Senior

0 applicants

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About this role

NorthCoast Asset Management is a data-driven investment firm specializing in risk-managed equity and income strategies. They are seeking a Director, Institutional Consulting to expand their client base, drive sales revenue, and build relationships with institutional investors and financial advisors, primarily in the Houston, TX area.

Skills

Qualifications

Bachelor's degree in finance, economics, business, or a related fieldSeries 7 and Series 65 licenses

About Focus Partners Wealth

focuspartners.com

Headquarters

Clayton, Missouri, United States

Company Size

201-500 employees

Founded

1986

View Profile

Focus Partners Wealth is a fiduciary wealth management firm that provides personalized financial planning, investment strategies, and legacy solutions tailored to individuals, families, and institutions. Their services include wealth management, specialized planning, and family-office capabilities delivered by dedicated advisors who create custom, tax-aware plans. The firm operates a multi-location advisor network with client portals and a focus on long-term relationships and fiduciary care.