Hybrid Wholesaler

Position Summary

NorthCoast Asset Management is a data-driven investment firm specializing in dynamic, risk-managed equity and income strategies for high-net-worth investors and financial advisors. With more than two decades of applied research and market experience, the firm combines macroeconomic analysis, quantitative modeling, and disciplined risk controls to actively navigate evolving market environments. The firm is headquartered in Stamford, Connecticut and operates as a part of the Focus Financial network. NorthCoast Asset Management is seeking a Hybrid Wholesale. The Hybrid Wholesaler serves as a bridge between internal and external distribution, combining virtual coverage, targeted in‑person meetings, and territory management responsibilities. This role is designed to scale advisor coverage, deepen relationships and drive asset growth across key channels (Wirehouse, RIA, and Broker‑Dealer). 

This position requires a presence in the Stamford office five days a week. 

Primary Responsibilities

Advisor Coverage & Relationship Management

• 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

Sales & Asset Growth

• Drive net flows through consistent advisor engagement and opportunity identification
• Identify cross‑sell and upsell opportunities within existing relationships
• Track pipeline activity and advance opportunities toward funded AUM

Product & Market Education

• Deliver compliant product education and positioning across the firm’s investment lineup
• Discuss market themes, volatility, and portfolio implications with advisors
• Support due diligence conversations and follow‑up requests
• Coordinate product‑specific deep dives with portfolio managers or specialists as needed

Territory & CRM Management

• Maintain accurate CRM records (calls, meetings, follow‑ups, pipeline)
• Segment advisors by opportunity, activity, and strategic importance
• Monitor territory metrics including activity levels, flows, and conversion rates
• Prepare meeting recaps and internal updates for sales leadership

Internal Collaboration

• Work closely with:
• External Wholesalers
• Sales Management
• Marketing & Sales Enablement
• Portfolio & Product Teams
• Compliance and Operations
• Participate in territory calls, sales meetings, and training sessions
• Provide field feedback on advisor sentiment, competitor activity, and product positioning

Qualifications

• Bachelor’s Degree
• 4+ years in asset management, wholesaling, or financial services sales
• Experience covering wirehouses, RIAs and broker‑dealers advisors
• Strong understanding of investment products and portfolio construction
• Proven ability to drive advisor engagement and asset growth
• Highly organized, consultative, and relationship‑driven
• FINRA licenses (Series 6/7, 63/66) 
• Clean U4

The Hybrid Wholesaler is an exempt position. The annualized base pay range for this role is expected to be between $90,000/year + incentive/bonus  Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set.  The base pay is just one component of the total compensation package for employees.  Other rewards may include an annual cash bonus and a comprehensive benefits package. 

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