Director, Institutional Consulting
Focus Partners Wealth(1 month ago)
About this role
NorthCoast Asset Management is a data-driven investment firm that specializes in risk-managed equity and income strategies. They are seeking a Director, Institutional Consulting to expand their client base and drive sales in the Dallas, TX area, working with institutional investors and financial advisors.
Required Skills
- Sales
- Relationship Management
- Investment Strategies
- Financial Consulting
- Client Presentations
- Business Development
- Territory Management
- Asset Management
- Financial Analysis
- Networking
Qualifications
- Bachelor's degree in finance, economics, or related field
- Series 7 and Series 65 licenses
About Focus Partners Wealth
focuspartners.comFocus 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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