Senior Sales Development Manager - Northeast (Wealth)

Capital Group; Scottsdale (AZ); On-site; USD 128,000 - 171,000; Full time

Benefits offered by this job

Flexible work options

Health benefits from day one

2-for-1 matching gifts

Annual grants for causes you love

On-demand professional development

Job summary

Capital Group is seeking a Senior Sales Development Manager to partner with wirehouse field leadership and specialist teams, delivering strategic access and measurable business impact across the Northeast region.

You will drive opportunities, coordinate across sales and leadership, and connect strategy to execution in the wealth-management industry. A strong track record in third-party distribution and licensing is essential.

Qualifications

• 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.

Responsibilities

• Partner with wirehouse field leadership and specialist teams to execute strategic initiatives that create preferred access for our territory teams.
• Work alongside those territory teams to deliver Capital Group’s enterprise capabilities to the largest and fastest-growing financial advisor teams in the industry.

Job description

Capital Group is seeking a Senior Sales Development Manager to partner with wirehouse field leadership and specialist teams, delivering strategic access and measurable business impact across the Northeast region.

You will drive opportunities, coordinate across sales and leadership, and connect strategy to execution in the wealth-management industry. A strong track record in third-party distribution and licensing is essential.