Sales Support Coordinator

Capital Group; San Antonio (TX); Hybrid; USD 52,000 - 84,000; Full time

Benefits offered by this job

Health benefits from day one

Flexible work options

Charitable giving matching

Job summary

Capital Group is seeking a Sales Support Coordinator in San Antonio to support wealth management sales teams with scheduling, territory coordination, and advisor engagement. You will work closely with Sales Force Members and territory teams to execute outreach strategies and manage calendars and communications, driving efficient operations across regions.

The role emphasizes proactive outreach, data-driven decisions, and strong relationship management in a fast-paced environment.

Qualifications

• Must be able to manage multiple priorities with strong organization and attention to detail.
• Proactive outreach and coordination with internal teams and external advisors.
• Experience leveraging CRM, reporting systems and data to improve outcomes.

Responsibilities

• Drive advisor engagement through strategic scheduling and territory coordination.
• Partner with Sales Force Members and territory teams to execute outreach strategies.
• Manage calendars, communications, and reporting across stakeholders.
• Help optimize productivity and engagement across multiple territories.

Skills

CRM experience

Relationship management

Data analysis

Organizational skills

Tools

CRM software

Reporting tools

Calendar apps

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 Support Coordinator at Capital Group.”

As a Sales Support Coordinator aligned with Wealth Management, you will play a central role in supporting sales teams by driving advisor engagement through strategic scheduling and territory coordination. In this role, you will partner closely with Sales Force Members and territory teams to execute outreach strategies, manage meeting logistics, and ensure seamless coordination across stakeholders. You will serve as a key point of contact for territory operations, managing calendars, communications, and reporting, while helping optimize productivity and engagement across multiple territories. Through proactive outreach, data utilization, and strong relationship management, you will contribute directly to the effectiveness of the sales organization and the experience we deliver to advisors.

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

You thrive in a fast‑paced environment and can manage multiple priorities with strong organization and attention to detail. You take a proactive approach to outreach and coordination, driving engagement and ensuring effective execution. You build strong relationships and partner effectively with internal teams and external advisors to deliver seamless experiences. You are comfortable leveraging systems and tools (e.g., CRM, reporting) to manage data and improve outcomes. You approach challenges with a problem‑solving mindset and adapt quickly as priorities evolve. You are a collaborative team player with an interest in growing your business acumen and developing within the organization.

“I can apply in less than 4 minutes.”

You’ve reviewed this job posting and you’re ready to start the candidate journey with us.

“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.

Base Salary & Compensation

San Antonio Base Salary Range: $52,215-$83,544.

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. You can learn more about our compensation and benefits here.

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

Equal Opportunity

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.

Company Overview

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.

Learn more about compensation & retirement, our benefits, our hybrid schedule, our culture and core values, and our commitment to responsible AI and how it shapes your candidate experience.