Hybrid Regional Manager

Capital Group•New York, NY

6d•$180,000 - $240,000•Hybrid

About The Position

The Hybrid Regional Manager leads Capital Group’s Client Hub–based hybrid sales roles within an assigned division. The position manages Regional Wealth Management Consultants (RWMCs), Regional Relationship Managers (RRMs), and Regional Retirement Plan Counselors (RRPCs), who work in integrated territory teams across business segments. The manager is accountable for divisional sales results and Plans Sold goals and develops associates’ sales skills, business judgment, and professional confidence. The role translates divisional and territory strategy into execution through hands-on coaching, data-informed prioritization, and cross-role collaboration, balancing shared goals with individual accountability. The role is based in a culture that values integrity, client focus, diverse perspectives, long-term thinking, and community. Capital Group describes flexible work options, generous time away and health benefits, professional development resources, charitable giving matches, and compensation that may include sales commissions, bonuses, and retirement contributions. The stated base salary range is $180,000–$240,000, with applicable sales commissions and bonuses; compensation may vary based on factors including experience and skills.

Requirements

Hold FINRA Series 7 and Series 63/65 or 66 licenses.
Hold FINRA Series 24 or Series 26 license.
Have 3–5 years of relevant experience.

Nice To Haves

Strong preference for one or more of the following designations: AIF, AIFA, PPC, CIMA, or CFA.

Responsibilities

Enable and coordinate integrated territory teams, 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 performance expectations, providing actionable feedback, and supporting career development.
Drive Plans Sold and territory sales results across RWMCs, RRMs, and RRPCs through execution of hybrid sales strategies aligned with firm objectives.
Use data, analytics, and operating discipline to prioritize territories, identify risks and opportunities, monitor performance, and ensure follow-through on plans.
Partner with Client Hub leadership, Field Sales, Sales Training, and divisional leaders to support enterprise alignment, collaboration, and execution.
Model Capital Group’s values and long-term mindset while fostering a high-performance culture for early- to mid-career sales professionals.

Benefits

Competitive base salary, applicable sales commissions, and bonuses.
Individual annual performance bonus, subject to plan guidelines and eligibility rules.
Capital annual profitability bonus.
Retirement plan with a company contribution of 15% of eligible earnings; the posting also describes a company-funded retirement contribution that factors in salary and variable pay, including bonuses.
Paid time off and generous time away.
Medical insurance.
Dental insurance.
Health benefits available from day one.
Flexible work options.
Two-for-one matching gifts for charitable contributions and the opportunity to secure annual grants for charitable organizations.
On-demand professional development resources.