Director, Institutional Consulting

Focus Partners Wealth(1 month ago)

HybridFull TimeSenior$125,000 - $125,000Sales & Business Development

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.

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Required Skills

Sales Strategy
Business Development
Client Relationship Management
Investment Strategies
Financial Markets
Asset Management
Investment Products
Relationship Building
Negotiation
Presentation

Qualifications

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

About Focus Partners Wealth

focuspartners.com

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.

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