Senior Sales Development Manager: Wealth & Advisor Distribution

Capital Group; Denver (CO); On-site; USD 135,000 - 165,000; Full time

Benefits offered by this job

Generous time-off

Health benefits from day one

Charitable matching gifts

Professional development resources

Job summary

Capital Group is seeking a Senior Sales Development Manager to drive strategic initiatives with wirehouse leadership and specialist teams in the Los Angeles territory. You will deliver Capital Group’s capabilities to top advisor teams, prioritizing opportunities and coordinating resources for measurable business impact.

The role requires strong relationship management, industry knowledge, and consultative selling with Series 7 and Series 63 licenses.

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.
• 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.

Skills

Third-party distribution

Financial services sales

Advisor distribution

Wealth management knowledge

Relationship management

Consultative selling

Licensing: Series 7

Licensing: Series 63

Tools

Series 7 licenses

Series 63 licenses

Job description

Capital Group is seeking a Senior Sales Development Manager to drive strategic initiatives with wirehouse leadership and specialist teams in the Los Angeles territory. You will deliver Capital Group’s capabilities to top advisor teams, prioritizing opportunities and coordinating resources for measurable business impact.

The role requires strong relationship management, industry knowledge, and consultative selling with Series 7 and Series 63 licenses.