Investment Sales Associate - LLCs

Summr; Dallas (TX); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Comprehensive health, dental, and vision

401(k) and ESPP

Transportation reimbursement incentive program (TRIP)

Job summary

Summr in Dallas, TX is looking for an Investment Sales Associate to build relationships with LLC managers and members. The position involves educating organizational leadership on investment strategies tailored for LLCs, as well as analyzing financials to position suitable solutions.

The ideal candidate holds a Bachelor's degree and is licensed (State Life & Health, SIE, Series 63, Series 65), with strong interpersonal skills. This role offers a competitive base salary, commission structure, and comprehensive benefits.

Qualifications

• Bachelor's degree or equivalent professional experience required.
• Licensing: State Life & Health, SIE, Series 63, Series 65.
• Strong communication and business development skills needed.

Responsibilities

• Cultivate relationships with LLC managers and members across Texas.
• Educate leadership on investment strategies tailored to LLC structures.
• Guide transaction execution from consultation through documentation.

Skills

Strong interpersonal and communication skills

Understanding of LLC structures, pass-through taxation

Track record of success in institutional sales

Education

Bachelor's degree or equivalent professional experience

Tools

FINRA compliance

Job description

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

About Summr Capital ManagementSummr Capital Management is a systematic investment manager and RIA operating at the intersection of data-driven strategy and institutional execution. We serve institutional clients across U.S. equities, macro, and alternative assets through proprietary AI-enabled research and portfolio construction. We believe in integrity, innovation, and excellence—delivering measurable results while maintaining the highest ethical standards.

The RoleWe're seeking an Investment Sales Associate to develop relationships with LLC managers, members, and investment committees. You'll work with organizational leaders and ownership structures to introduce institutional investment solutions designed for limited liability companies—optimizing capital allocation, member distributions, and business growth strategies.

What You'll DoCultivate relationships with LLC managers and members across TexasEducate leadership on investment strategies tailored to LLC structures, distribution flexibility, and capital deployment objectivesAnalyze business financials and member objectives to position solutions that align with operating agreements, tax considerations, and long-term growth targetsGuide transaction execution from initial consultation through documentation, compliance, and ongoing relationship managementNavigate LLC-specific compliance including FINRA, SEC, and operating agreement requirements

Skills & ExperienceBachelor's degree or equivalent professional experienceLicensing required: State Life & Health, SIE, Series 63, Series 65Strong interpersonal and communication skills with business leadership and ownership teamsUnderstanding of LLC structures, pass-through taxation, or business finance preferredTrack record of success in institutional sales or business developmentEntrepreneurial approach to relationship sourcing and deal closureAuthorized to work in the United States; no visa or FISA sponsorship available

Training & DevelopmentFINRA sponsorship for required licensingComprehensive 120-day onboarding program with hands‑on mentorshipAccess to LLC and business structure resources and tax‑efficient investment trainingMarket development and prospecting supportPersonalized coaching from a dedicated VP supporting your growth and client acquisition

Compensation & BenefitsCompetitive base salaryCommission and bonus structure tied to closed deals and relationship growthFull benefits package: health, dental, vision, 401(k), ESPP, disability, life insuranceTransportation reimbursement incentive program (TRIP)

Our CultureWe're a collaborative team driven by curiosity and execution. We value integrity in every client interaction, transparency in our processes, and results that exceed expectations. We invest in people who are committed to making a measurable impact in institutional finance.