Wealth Growth & Partnerships Lead

NorthCoast Asset Management; Stamford (CT); On-site; USD 140,000 - 190,000; Full time

Job summary

NorthCoast Asset Management, headquartered in Stamford, CT, is seeking a Business Development Officer to drive growth by sourcing high-net-worth clients, building referral networks, and executing sales strategies within the firm’s custodial referral programs.

The role requires 7+ years in business development or wealth/asset management, a finance-related bachelor’s, and a track record of managing a sales pipeline. Travel may be required to meet prospects and partners.

Qualifications

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

Responsibilities

• Develop and manage a pipeline of high-net-worth individuals, families, intermediaries, and institutions.
• Conduct proactive outreach to prospects and strategic partners.
• Build and nurture referral relationships with centers of influence and existing clients.
• Engage with prospects to understand needs and communicate capabilities.
• Collaborate with consultants to move opportunities from intro to conversion.
• Present investment and wealth management solutions clearly to prospects.
• Maintain CRM activity, pipeline management, and reporting.
• Analyze activity and pipeline metrics to identify priorities and opportunities.
• Participate in meetings, events, and marketing initiatives.

Skills

Relationship building

Sales pipeline

Prospecting

Financial services

Education

Bachelor's degree in finance/economics/business

Tools

Salesforce

Job description

NorthCoast Asset Management, headquartered in Stamford, CT, is seeking a Business Development Officer to drive growth by sourcing high-net-worth clients, building referral networks, and executing sales strategies within the firm’s custodial referral programs.

The role requires 7+ years in business development or wealth/asset management, a finance-related bachelor’s, and a track record of managing a sales pipeline. Travel may be required to meet prospects and partners.