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Hybrid Wholesaler at Focus Financial Partners - ApplyBlast

Hybrid Wholesaler

Focus Financial Partners

6 months ago

4.0 on Glassdoor

Stamford, CT

Hybrid

Full Time

Executive

0 applicants

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About this role

A Hybrid Wholesaler at NorthCoast Asset Management serves as a bridge between internal and external distribution, combining virtual coverage, targeted in-person meetings, and territory management responsibilities. The role is designed to scale advisor coverage, deepen relationships, and drive asset growth across key channels (Wirehouse, RIA, and Broker-Dealer).

Responsibilities

Manage and grow relationships with a defined book of financial advisors across assigned territories
Conduct proactive outreach via phone, video meetings, and targeted in-person visits
Identify opportunities to deepen engagement across strategies and platforms
Support advisor onboarding, education, and implementation of firm strategies
Drive net flows through consistent advisor engagement and opportunity identification

Skills

Qualifications

Bachelor’s Degree4+ years in asset management, wholesaling, or financial services salesExperience covering wirehouses, RIAs, and broker-dealersStrong understanding of investment products and portfolio constructionProven ability to drive advisor engagement and asset growth

About Focus Financial Partners

focusfinancialpartners.com

Headquarters

St. Louis, Missouri, United States

Company Size

51-200 employees

Founded

2006

View Profile

Focus Financial Partners is a leading fiduciary advice company that delivers integrated wealth management, family office, and business management solutions at scale. Through its network of firms and the Focus Solutions platform, it empowers advisors to provide tailored, client-first experiences by offering a comprehensive suite of services including treasury, credit, tax, trust and estate planning, investment, and valuation services. The company operates across the United States, Canada, and Australia with a fiduciary philosophy at its core.