Sales Development Manager Senior - Northeast

Capgroup; United States; On-site; USD 128,000 - 173,000; Full time

Job summary

Capital Group seeks a Senior Sales Development Manager to lead strategic initiatives with wirehouse leadership and advisor teams, prioritizing opportunities and coordinating resources to deliver a consultative experience that drives measurable business results. Strong business judgment and wealth management knowledge are essential.

Series 7 and Series 63 licenses are required; CFP®, CFA or related designations are a plus.

Qualifications

• Proven track record in third-party distribution, financial services sales or wealth management.
• Strong knowledge of wealth management industry, advisor models, distribution channels and market trends.
• Experience identifying opportunities, developing territory/account strategies and driving results.
• Ability to partner across sales, leadership and specialist teams on strategic initiatives.
• Ability to lead consultative, insight-driven conversations to connect investment solutions with outcomes.
• Clear communication skills across verbal, written, presentations; strong executive presence.

Responsibilities

• Partner with wirehouse field leadership and specialist teams to execute strategic initiatives that create access for territory teams.
• Collaborate with territory teams to deliver Capital Group's enterprise capabilities to large advisor teams.

Skills

Third-party distribution

Wealth management

Territory strategy

Executive presence

Education

Series 7 & Series 63 licenses

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 Sales Development Manager Senior at Capital Group.\"

As a Sales Development Manager Senior, you will play a unique and highly specialized role in the industry-one Capital Group has built and refined over more than 15 years. In this role, you will have two core responsibilities. First, you will partner with wirehouse field leadership and specialist teams to execute strategic initiatives that create preferred access for our territory teams. Second, you will work alongside those territory teams to deliver Capital Group's enterprise capabilities to the largest and fastest-growing financial advisor teams in the industry.

You will bring strong business judgment, industry perspective and relationship management expertise to connect strategy to execution. In this role, you will help prioritize the highest-opportunity advisor teams, align the right Capital Group resources and ensure we deliver a coordinated, consultative experience that drives measurable business impact.

\"I am the person Capital Group is looking for.\"

• You have a proven track record in third-party distribution, financial services sales, advisor distribution or wealth management.


• You bring strong knowledge of the wealth management industry, including advisor business models, distribution channels, market trends and competitive dynamics.


• You have demonstrated success identifying key opportunities, developing territory or account strategies and executing plans that drive business results.


• You are skilled at partnering across sales, leadership and specialist teams to execute strategic initiatives.


• You lead consultative, insight-driven conversations and can position investment solutions, practice management insights and market perspectives in a way that connects to advisor and client outcomes.


• You communicate clearly and persuasively, with strong verbal, written, presentation and executive presence skills.


• You manage ambiguity well, exercise sound judgment and independently drive work forward while collaborating effectively with a broader team.


• You hold Series 7 and Series 63 licenses, which are required. Additional designations such as AIF, AIFA, PPC, CIMA, CFA or CFP® are preferred.

Territory: Northeast

Base salary: $150,000 + Applicable b

\"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 has been 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