Business Development Officer

LE0306 NorthCoast Asset Management, LLC; Stamford (CT); On-site; USD 140,000 - 210,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) with potential employer match

Uncapped commissions

Annual bonus potential

Job summary

NorthCoast Asset Management is seeking a Business Development Officer to drive growth by sourcing high-net-worth clients and building strong referral networks. You will present wealth management solutions and collaborate with advisors to move opportunities from introduction to conversion, while maintaining CRM discipline and reporting.

The role requires extensive relationship-building, strategic outreach, and travel as needed.

Qualifications

• 7+ years in business development, wealth management, or financial services.
• Proven ability to develop relationships and manage a sales pipeline.
• Familiarity with high-net-worth clients and referral networks.

Responsibilities

• Develop and manage a pipeline of prospective high-net-worth individuals, families, financial intermediaries, and institutional relationships.
• Proactive outreach to prospects, Financial Consultants, advisors, centers of influence, and strategic partners.
• Build and nurture referral relationships with centers of influence and existing clients.
• Engage with prospective clients to understand their needs and communicate NorthCoast’s wealth management capabilities.
• Move opportunities from introduction through discovery, proposal, and conversion.

Skills

Relationship management

Wealth management

Sales pipeline

Networking

Communication

Education

Bachelor’s degree in finance/economics/business

Tools

Salesforce

CRM systems

Microsoft Office

Job description

Job Description Summary

The Business Development Officer will drive firm growth by sourcing high-net-worth clients, building referral networks, and executing sales strategies. The person plays a crucial role in furthering the NorthCoast brand by delivering an outstanding client experience and helping to drive growth and success for the firm within the firm’s custodial referral network programs.

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 NorthCoast’s 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.


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


• This position is an exempt position.

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.


• Bachelor’s 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.

Compensation and Benefits

• The annualized base pay range for this role is expected to be around $150,000 + uncapped commission schedule.


• Actual base pay may vary based on factors include, 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.


• 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 candidate’s experience and education.

Company Overview

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.

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 www.focusfinancialpartners.com or follow the company on LinkedIn.

EEO Statement

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s 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 [e-mail]. The following language is for US based roles only For California Applicants: Information on your California privacy rights can be found here For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. 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 state’s 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.

Company Culture

People matter here, not just as a catchphrase, but as a belief. And we're building a firm that takes its work seriously and holds itself to a high standard, but also one that never forgets that the work is done by people. Your experience, your judgment, and your perspective, they matter here. We’re growing and growth brings opportunity for learning, for advancement, and for building something lasting. We’d love to stay connected. Follow us on LinkedIn for the latest company news, career opportunities, and a closer look at what it’s like to be part of our team.

Future Opportunities

Focus, a business division of Focus Financial Partners, brings together businesses across Wealth, Business Management, Family Office, and International. Collectively, these firms—spanning the U.S., Canada, and Australia—deliver a broad spectrum of financial advice solutions to individuals, families, and institutions. Our vision is clear: to be the leading fiduciary advice company in the world. For clients, that means an experience built around their needs. For advisors, it means access to the resources, tools, and capabilities typically available only at the largest global institutions. We believe talent is the key to realizing this vision. That’s why we invest in our people, support their growth, and create meaningful opportunities for development at every stage of their careers.