Hybrid Regional Sales Leader, Wealth Management

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

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.