Hybrid Regional Manager

124 CCG CCG; New York (NY); Hybrid; USD 180,000 - 240,000; Full time

Job summary

Capital Group is seeking a Hybrid Regional Manager to lead client hub–based sales across an assigned division. You will drive sales results, develop future sales talent, and align field and hub teams around shared priorities for an integrated advisor experience.

Requirements include FINRA licenses (Series 7, 63/65/66, 24/26) and 3–5 years of relevant experience. Desirable designations include AIF/AIFA/PPC/CIMA/CFA. Base salary details are provided for remote-friendly positions.

Qualifications

• FINRA licenses required: Series 7, 63/65/66, and 24/26.
• 3–5 years of relevant experience in financial services sales.
• Designations such as AIF, AIFA, PPC, CIMA, CFA preferred.

Responsibilities

• Lead Hybrid Regional sales within an assigned division and drive sales results.
• Manage RWMCs, RRMs, and RRPCs across integrated territory teams.
• Coach and develop regional associates to improve sales performance.

Skills

Series 7 license

Series 63/65/66 license

Series 24/26 license

Designations: AIF/AIFA/PPC/CIMA/CFA

Client relationship skills

Job description

“I can be myself at work.” You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workplace. We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.

“I can influence my income.” You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You’ll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses.

“I can lead a full life.” You bring unique goals and interests to your job and your life. Whether you’re raising a family, you’re passionate about where you volunteer, or you want to explore different career paths, we’ll give you the resources that can set you up for success. Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options. Receive 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.

“I can succeed as a Hybrid Regional Manager” 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.

“I am the person Capital Group is looking for.” 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.

You must hold the following FINRA licenses: Series 7, 63/65 or 66, 24 or 26. Strong preference for candidates with one or more designations: AIF, AIFA, PPC, CIMA, and CFA. 3-5 years of relevant experience.

Capital Group is required by state specific laws to include the salary for this role when hiring a resident in applicable locations. The base salary for this role is $180,000-$240,000 applicable sales commissions and bonuses. Specific pricing for the role may vary within the above range based on many factors including, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on the various factors including, without limitation, individual and organizational performance.

In addition, employees are eligible for standard benefits package including paid time off, medical, dental and retirement.

“I can learn more about Capital Group.” At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That’s why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal is to improve people’s lives through successful investing. We know that our history is a testament to the strength of the people we hire.

More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day.

Find us on LinkedIn, Instagram, YouTube and Glassdoor.

In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital’s annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.

* Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans.

We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.

Capital Group is one of the largest and most trusted financial companies in the world, with the goal of improving people's lives through successful investing. Our shared values of integrity, client focus, long-term view, diverse perspectives and community inspire our associates every day. A career at Capital Group means having countless opportunities to explore, grow and succeed.