Director, Institutional Consulting

Focus Partners Wealth(1 month ago)

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

About this role

NorthCoast Asset Management is seeking a Director, Institutional Consulting to expand its client base and develop strong relationships with institutional investors and financial advisors in the Denver area. The role involves promoting investment strategies, driving sales, and serving as a primary contact for clients, all within a flexible hybrid work environment.

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Required Skills

Sales
Client Relations
Investment Strategies
Financial Analysis
Business Development
Relationship Building
Presentation
Negotiation
Territory Management

Qualifications

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

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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