Hybrid Wholesaler

About the role

The Hybrid Wholesaler serves as a bridge between internal and external distribution, combining virtual coverage, targeted in-person meetings, and territory management responsibilities. This role is designed to scale advisor coverage, deepen relationships and drive asset growth across key channels (Wirehouse, RIA, and Broker-Dealer).

Primary Responsibilities

• Advisor Coverage & Relationship Management
• Manage and grow relationships with a defined book of financial advisors across assigned territories
• Conduct proactive outreach via phone, video meetings, and targeted in-person visits
• Identify opportunities to deepen engagement across strategies and platforms
• Support advisor onboarding, education, and implementation of firm strategies
• Sales & Asset Growth
• Drive net flows through consistent advisor engagement and opportunity identification
• Identify cross-sell and upsell opportunities within existing relationships
• Track pipeline activity and advance opportunities toward funded AUM
• Product & Market Education
• Deliver compliant product education and positioning across the firm’s investment lineup
• Discuss market themes, volatility, and portfolio implications with advisors
• Support due diligence conversations and follow-up requests
• Coordinate product-specific deep dives with portfolio managers or specialists as needed
• Territory & CRM Management
• Maintain accurate CRM records (calls, meetings, follow-ups, pipeline)
• Segment advisors by opportunity, activity, and strategic importance
• Monitor territory metrics including activity levels, flows, and conversion rates
• Prepare meeting recaps and internal updates for sales leadership
• Internal Collaboration
• Work closely with:
• External Wholesalers
• Sales Management
• Marketing & Sales Enablement
• Portfolio & Product Teams
• Compliance and Operations
• Participate in territory calls, sales meetings, and training sessions
• Provide field feedback on advisor sentiment, competitor activity, and product positioning

Qualifications

• Bachelor’s Degree
• 4+ years in asset management, wholesaling, or financial services sales
• Experience covering wirehouses, RIAs and broker-dealers advisors
• Strong understanding of investment products and portfolio construction
• Proven ability to drive advisor engagement and asset growth
• Highly organized, consultative, and relationship-driven
• FINRA licenses (Series 6/7, 63/66)
• Clean U4

About Focus Financial Partners

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.

Equal Opportunity Employer

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.

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