Investment Sales Associate

Summr; Dallas (TX); Hybrid; USD 80,000 - 120,000; Full time

Job summary

Summr Capital Management is seeking an Investment Sales professional for a fully remote role within Texas on a full-time, contract-to-hire basis. You will identify and engage prospective clients, present investment strategies, and manage the sales lifecycle from outreach to onboarding, while ensuring regulatory compliance and accurate activity documentation.

You will build relationships with institutional and high-net-worth investors, collaborate with investment and research teams, and

Qualifications

• Bachelor's degree in Finance, Economics, or Business; licenses beneficial.
• Experience with brokerage/distribution channels and high-net-worth clients.
• Strong communication and presentation skills; able to explain complex concepts clearly.
• Proficient with CRM tools and data-driven sales reporting; basic financial modeling advisable.

Responsibilities

• Identify and engage prospective clients; present Summr's investment strategies.
• Manage full sales lifecycle from outreach to onboarding.
• Build and maintain relationships with institutional and individual investors.
• Collaborate with investment and research teams; align client needs with solutions.
• Maintain accurate documentation of sales activities and contribute to forecasting.

Skills

Investment sales

Finance knowledge

Communication skills

Independent remote work

Education

Bachelor's in Finance/Economics/Business

Tools

CRM tools

Job description

Full-time Dallas-Fort Worth, TX (Remote within Texas) Summr Capital Management

Role Description This is a remote, contract-to-hire role for an Investment Sales professional. The role involves identifying and engaging prospective clients, presenting Summr's investment strategies, and managing the full sales lifecycle from initial outreach to onboarding. Responsibilities include building and maintaining relationships with institutional and individual investors, collaborating with investment and research teams to align client needs with appropriate solutions, and preparing clear, data-informed sales materials and presentations. The professional will monitor market trends and client portfolios to support ongoing communication, respond to inquiries, and provide timely updates on performance and strategy. The role also requires accurate documentation of sales activities, adherence to regulatory and compliance standards, and contribution to sales forecasting and pipeline reporting.

Qualifications

• Strong Investment Sales and Sales skills, with a track record of cultivating and closing client relationships.
• Solid Finance and Investments knowledge, including understanding of portfolio construction, risk, and ESG-focused strategies.
• Experience in Brokerage or related distribution channels, and familiarity with institutional and high-net-worth client segments.
• Excellent communication, presentation, and interpersonal skills, with the ability to explain complex concepts clearly.
• Proficiency with CRM tools, data-driven sales reporting, and basic financial modeling or analytics.
• High ethical standards, attention to detail, and commitment to compliance and fiduciary responsibilities.
• Ability to work independently in a remote environment, manage multiple priorities, and meet deadlines.
• Bachelor's degree in Finance, Economics, Business, or a related field; relevant licenses or certifications (e.g., securities registrations, CFA coursework) are beneficial.

Licensing

Candidates must hold, or be prepared to obtain, the following applicable licenses within the first 90 days of being hired:

• State Life and Health Insurance License
• Securities Industry Essentials Exam, or SIE
• Series 63
• Series 65

FINRA sponsorship and licensing support may be provided for eligible candidates, where applicable.

Training and Development

• Comprehensive 120-day onboarding and training program
• Hands-on mentorship from experienced financial-services professionals
• Access to wealth-management resources and investor-product training
• Prospecting and relationship-development support
• Personalized coaching from a dedicated Vice President
• Ongoing support focused on client acquisition, relationship management, and retention

Our Culture

We are a collaborative, performance-driven team guided by curiosity, discipline, and execution. We value integrity in every client interaction, transparency in our processes, and a commitment to delivering measurable results.

We invest in professionals who take ownership of their work, build relationships thoughtfully, and want to make a meaningful impact within a growing investment-management firm.

Equal Opportunity Statement

Summr Capital Management is an equal opportunity employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other status protected by applicable law.