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Focus Financial Partners · 2 hours ago

Director, Institutional Consulting

Houston, TX

Full-time

Hybrid

Senior Level, Lead/Staff

$125K/yr - $125K/yr

Focus Financial Partners is a leading partnership of fiduciary wealth management and related financial services firms. They are seeking a Director, Institutional Consulting to expand their client base and drive sales revenue by building relationships with institutional investors and financial advisors in the Houston area.

Asset ManagementFinanceFinancial ServicesWealth Management

Growth Opportunities

Responsibilities

Develop and execute a comprehensive sales strategy to drive business growth within your territory for institutional and advisory clients

Identify and cultivate relationships with institutional investors, including wirehouses, RIAs, family offices, foundations, and consultants

Serve as the primary point of contact for institutional and advisory clients within the western U.S., ensuring excellent service delivery and client satisfaction

Understand client needs, investment objectives, and risk profiles to offer tailored solutions and investment strategies that meet their requirements

Conduct client presentations and meetings that effectively communicate the value proposition of NorthCoast Asset Management and our product offerings

Develop and execute sales plans and strategies to meet or exceed assigned sales targets and revenue goals within your territory

Actively pursue new business opportunities, prospecting for new clients, and leveraging existing relationships to generate new sales leads

Timely track sales activities within the Sales CRM, maintain accurate sales pipelines, and provide regular reports to management on territory progress and results

Collaborate with internal teams, including portfolio management, marketing, and operations, to ensure seamless client onboarding, effective communication, and alignment of client expectations

Participate in industry conferences, seminars, and networking events to represent NorthCoast Asset Management and expand professional networks

Qualification

Series 7 licenseSeries 65 licenseBusiness developmentBachelor's degreeInvestment products knowledgeCommunication skillsPresentation skillsNegotiation skillsRelationship buildingSelf-motivated

Required

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

Demonstrated expertise and a consistent record of success in business development across major wirehouse firms & registered investment advisors (RIAs) within the territory

Strong understanding of different investment products, asset classes, and investment strategies

Self-motivated and results oriented, with the ability to work independently and as part of a team

Excellent communication, presentation, and negotiation skills

Ability to build and maintain relationships with key decision-makers and industry influencers

Willingness to travel frequently within the assigned territory