Hybrid Regional Manager
About The Position
As a Hybrid Regional Manager, you will lead Capital Group’s Client Hub–based hybrid sales roles within an assigned division, with responsibility for driving sales results and developing future sales talent. This role manages Regional Wealth Management Consultants (RWMCs), Regional Relationship Managers (RRMs), and Regional Retirement Plan Counselors (RRPCs), who operate within integrated territory teams across business segments. You will be accountable for sales results and Plans Sold goals across the division, while developing associates’ sales skills, business judgement, and professional confidence. Success in this role requires translating divisional and territory strategy into execution through hands on coaching, data informed prioritization, and strong cross role collaboration, balancing shared goals and objectives with individual accountability for assigned segments and responsibilities.
Requirements
- You must hold the following FINRA licenses: Series 7, 63/65 or 66, 24 or 26
Nice To Haves
- Strong preference for candidates with one or more designations: AIF, AIFA, PPC, CIMA, and CFA
Responsibilities
- Enable and coordinate an integrated territory team, aligning field and hub associates around shared priorities, consistent messaging, and a unified advisor experience.
- Coach and develop regional associates through hands‑on, in‑person, group, and virtual engagement, reinforcing consultative selling, territory management, and team‑based sales excellence.
- Build, manage, and retain a strong pipeline of sales talent by setting clear performance expectations, providing actionable feedback, and supporting long‑term career development.
- Lead regional sales performance by driving Plans Sold and territory results across RWMCs, RRMs, and RRPCs through disciplined execution of hybrid sales strategies aligned to firm objectives.
- Leverage data, analytics, and operating discipline to prioritize territories, identify risks and opportunities, monitor performance, and ensure follow‑through on plans.
- Partner closely with Client Hub leadership, Field Sales, Sales Training, and divisional leaders to ensure alignment, collaboration, and execution across the enterprise.
- Model Capital Group’s values and long‑term mindset while fostering a high‑performance culture that motivates early‑ to mid‑career sales professionals.
Benefits
- competitive salary, bonuses and benefits
- company-funded retirement contribution
- generous time-away and health benefits from day one, with the opportunity for flexible work options
- 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love
- Access on-demand professional development resources that allow you to hone existing skills and learn new ones
- individual annual performance bonus, plus Capital’s annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
No Education Listed
