Wealth Growth & Partnerships Lead

Focus Financial Partners; Stamford (CT); On-site; USD 140,000 - 180,000; Full time

Benefits offered by this job

Comprehensive benefits package

Job summary

NorthCoast Asset Management, part of the Focus network, seeks a Business Development Officer to source high-net-worth clients, build referral networks, and execute sales strategies from Stamford, CT. You will collaborate with Financial Consultants and Wealth Advisors to move opportunities from introduction through discovery, proposal, and conversion.

The role emphasizes CRM discipline, pipeline metrics, and travel to prospect meetings, client events, and conferences.

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.
• 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.

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.

Skills

Relationship management

Sales pipeline

Prospecting

CRM (Salesforce)

Communication

Education

Bachelor's degree in finance/economics/business

Tools

Salesforce

MS Office

Job description

NorthCoast Asset Management, part of the Focus network, seeks a Business Development Officer to source high-net-worth clients, build referral networks, and execute sales strategies from Stamford, CT. You will collaborate with Financial Consultants and Wealth Advisors to move opportunities from introduction through discovery, proposal, and conversion.

The role emphasizes CRM discipline, pipeline metrics, and travel to prospect meetings, client events, and conferences.