Director, Institutional Consulting

Focus Partners Wealth(6 months ago)

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

About this role

NorthCoast Asset Management is seeking a Director, Institutional Consulting to expand its client base and drive sales revenue in the Los Angeles area. The role involves building relationships with institutional investors and financial advisors, promoting investment strategies, and achieving sales targets. It is a client-focused position situated within a data-driven investment firm that values flexible working arrangements.

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Required Skills

Sales Strategy
Client Management
Relationship Building
Financial Analysis
Investment Strategies

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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