Job Summary

• As the Director, Institutional Consulting covering the Dallas TX area for our institutional and advisory business, you will play a crucial role in expanding our client base, driving sales revenue, and building strong relationships with institutional investors and financial advisors.
• Leveraging your industry knowledge and sales expertise you will be responsible for promoting our investment strategies and solutions to key decision-makers, fostering long-term partnerships, and achieving sales targets.
• Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.

Matching Summary

Salary

Base: $125,000 + commission; Bonus/Equity: annual cash bonus; Benefits: comprehensive benefits package

Skills & Requirements

Key Requirements

• Bachelor's degree in finance, economics, business, or related field
• Series 7 and Series 65 licenses required
• Demonstrated success in business development across wirehouse firms & RIAs
• Strong understanding of investment products and strategies
• Ability to build and maintain relationships
• Willingness to travel frequently

Work Rights