Director, Institutional Consulting

Position Overview

Director, Institutional Consulting at Focus Financial Partners. Lead expansion of client base, drive sales revenue, and build strong relationships with institutional investors and financial advisors in the Dallas, TX area.

Primary Responsibilities

• Develop and execute a comprehensive sales strategy to drive business growth within the 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 the 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.

Qualifications

• 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.

Compensation: $125,000 base plus commission. Additional rewards include an annual cash bonus and a comprehensive benefits package.

EEO Statement

Focus is an equal opportunity employer. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms. Focus complies fully with the Americans with Disabilities Act.