Director, Institutional Consulting
NorthCoast Asset Management, a data-driven investment firm specializing in dynamic, risk-managed equity and income strategies, is seeking a Director of Institutional Consulting to join their team in Houston, Texas. As part of the Focus Financial Partners network, NorthCoast combines macroeconomic analysis, quantitative modeling, and disciplined risk controls to actively navigate evolving market environments.
The Director of Institutional Consulting will be responsible for developing and executing a comprehensive sales strategy to drive business growth within the assigned territory for institutional and advisory clients. Key responsibilities include identifying and cultivating relationships with institutional investors such as wirehouses, RIAs, family offices, foundations, and consultants. The role also involves serving as the primary point of contact for clients, understanding their investment objectives, and offering tailored solutions that meet their requirements.
Candidates must possess a bachelor's degree in finance, economics, business, or a related field, along with Series 7 and Series 65 licenses. Demonstrated expertise and a consistent record of success in business development across major wirehouse firms and registered investment advisors within the territory are required. Strong understanding of various investment products, asset classes, and investment strategies, as well as excellent communication, presentation, and negotiation skills, are essential. The role requires self-motivation, results orientation, and the ability to work both independently and collaboratively within a team. Willingness to travel frequently within the assigned territory is also necessary.
The annualized base pay for this role is expected to be $125,000, with additional commission-based compensation. The total compensation package includes an annual cash bonus and a comprehensive benefits package. Focus Financial Partners offers a hybrid work model, requiring three days of in-office work per week, with the option to work remotely two days per week, as assigned by the team leader.