HNW Wealth Growth & Partnerships Lead

Focus Financial Partners; United States; Remote; USD 135,000 - 165,000; Full time

Benefits offered by this job

Annual bonus

Medical

Dental

Vision

Life insurance

401(k)

Job summary

NorthCoast Asset Management is seeking a Business Development Officer to drive growth by sourcing high-net-worth clients and building robust referral networks. You will execute sales strategies, engage with financial consultants, and present wealth management solutions to prospects and partners.

You will manage a comprehensive sales pipeline, track CRM activity, and collaborate with Wealth Advisors to convert opportunities. The role requires travel and a strong financial services background.

Qualifications

• 7+ years in business development, wealth or investment management.
• Ability to develop relationships, generate opportunities, manage a sales pipeline.
• Bachelor’s degree in finance, economics or business preferred.
• Knowledge of wealth management concepts and high-net-worth clients.
• Series 65 or similar registration; licensing after hire.
• CFP/CFA/CPA designation is a plus.

Responsibilities

• Develop and manage a pipeline of high-net-worth individuals, families, and institutional relationships.
• Conduct proactive outreach to prospects, advisors, and strategic partners.
• Build and nurture referral relationships with centers of influence and clients.
• Engage with prospects to communicate NorthCoast’s wealth management capabilities.
• Move opportunities from discovery to proposal and conversion with Wealth Advisors.
• Present investment solutions clearly to prospects and partners.
• Maintain CRM activity, pipeline management, and reporting.
• Analyze activity and participate in meetings, conferences, and events.

Skills

Relationship management

Sales pipeline management

Prospecting

Communication skills

Financial services knowledge

CRM systems

Microsoft Office

Education

Bachelor’s degree in finance, economics or business

CFP, CFA, CPA designation

Series 65 or equivalent

Tools

Salesforce

Microsoft Office

Job description

NorthCoast Asset Management is seeking a Business Development Officer to drive growth by sourcing high-net-worth clients and building robust referral networks. You will execute sales strategies, engage with financial consultants, and present wealth management solutions to prospects and partners.

You will manage a comprehensive sales pipeline, track CRM activity, and collaborate with Wealth Advisors to convert opportunities. The role requires travel and a strong financial services background.