Business Development Officer

Job Description Summary:

Job Description:

Primary Responsibilities

• Develop and manage a pipeline of prospective high-net-worth individuals families financial intermediaries and institutional relationships.

• Conduct proactive outreach to prospects Financial Consultants advisors centers of influence and strategic partners.

• Build and nurture referral relationships with centers of influence strategic partners and existing clients.

• Engage with prospective clients to understand their needs and communicate NorthCoasts wealth management and investment capabilities.

• Work with Financial Consultants and Wealth Advisors to move opportunities from initial introduction through discovery proposal and conversion.

• Present investment and wealth management solutions clearly and effectively to prospects and partners.

• Maintain disciplined CRM activity pipeline management follow-ups and reporting.

• Analyze business-development activity and pipeline metrics to identify priorities opportunities and areas for improvement.

• Participate in prospect meetings conferences client events marketing initiatives and other business-development activities.

Qualifications

• 7 years of relevant experience in business development relationship management wealth management investment management or financial services.

• Demonstrated ability to develop relationships generate opportunities and manage a sales pipeline.

• Bachelors degree in finance economics business or a related field preferred.

• Strong understanding of investment management and wealth management concepts; experience with high-net-worth clients financial advisors referral networks or institutional investors preferred.

• Series 65 or other appropriate industry registration preferred; willingness to obtain required licensing after hire.

• CFP CFA CPA or other relevant designation is a plus.

• Familiarity with SMA strategies including portfolio diversification concentrated equity positions tax efficiency income generation risk management and broader wealth-planning objectives.

• Exceptional verbal written presentation and interpersonal skills.

• Strong organizational analytical and problem-solving abilities.

• Experience with CRM systems; Salesforce preferred.

• Proficiency with Microsoft Office.

• Self-motivated proactive collaborative and comfortable operating in a dynamic environment.

• Willingness to travel as needed for prospect meetings client events conferences and relationship development.

This position is an exempt position. The annualized base pay range for this role is expected to be around $150000 uncapped commission schedule. Actual base pay may vary based on factors including but not limited to experience subject matter expertise geographic location where work will be performed and the applicants skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package including but not limited to medical dental vision life insurance and 401(k). Please note that the job title is subject to change based on the selected candidates experience and education.

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 network.

Learn more at NorthCoast Asset Management or follow the company on LinkedIn.

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Focus is a leading financial services firm comprised of integrated wealth management family office and business management services. Blending deep expertise and expansive resources with a boutique client-first fiduciary philosophy Focus helps individuals families and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus visit or follow the company onLinkedIn.

EEO Statement: Focus is an equal opportunity employer and bases its employment decisions on the employee or candidates skillset and without regard to an employee or candidates race color religion sex (including pregnancy) gender identity sexual orientation national origin age disability genetic information veteran status or any other characteristic protected by local state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process to perform essential job functions and/or to receive other benefits and privileges of employment please contact

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For Montana Applicants: If hired the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the states workers compensation law. If you willfully provide false information about your ability to perform the essential functions of the job with or without reasonable accommodations you may be barred from filing a claim under the provisions of the Workers Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.