Sales Development Manager Senior - San Francisco
About The Position
Capital Group is seeking a Sales Development Manager Senior to drive sales outcomes by developing and executing a coordinated regional strategy. This role focuses on creating preferred access and aligning Capital’s resources with prioritized dealer firms. In partnership with Wealth Management Consultants, the manager will extend this approach to the largest wirehouse teams through enterprise engagement to accelerate execution and drive increased business results. Capital Group values a diverse and inclusive workplace, emphasizing integrity, client focus, diverse perspectives, long-term thinking, and community. The company is committed to recognizing performance through competitive compensation, bonuses, and benefits, including a company-funded retirement contribution. Associates are supported in leading a full life with generous time-away, health benefits from day one, flexible work options, charitable matching gifts, annual grants for organizations, and on-demand professional development resources. Capital Group is a large and trusted financial company with over 9,000 associates globally, dedicated to improving lives through successful investing.
Requirements
- Proven track record in third-party distribution
- Strong knowledge base of the wealth management industry and trends
- Excellent business and sales skills
- Capability to pinpoint key opportunities and implement effective sales strategies
- Ability to manage ambiguity well
- Ability to work effectively in a team
- Excellent verbal and written communication skills
- Strong presentation capabilities
- Hold one or more of these designations: Series 7, Series 63, AIF, AIFA, PPC, CIMA, CFA, and CFP®
- Series 7 & 63 required
- Must be located or willing to relocate to San Francisco territory
Responsibilities
- Drive sales outcomes by developing and executing a coordinated regional strategy that creates preferred access and aligns Capital’s resources with prioritized dealer firms
- Extend the sales approach to the largest wirehouse teams through enterprise engagement to accelerate execution and drive increased business results, in partnership with Wealth Management Consultants
Benefits
- Competitive salary
- Bonuses
- Company-funded retirement contribution
- Generous time-away
- Health benefits from day one
- Opportunity for flexible work options
- 2-for-1 matching gifts for your charitable contributions
- Opportunity to secure annual grants for the organizations you love
- Access on-demand professional development resources
- Individual annual performance bonus
- Capital’s annual profitability bonus
- Retirement plan where Capital contributes 15% of your eligible earnings
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
