The Sales Development Manager Senior drives sales outcomes by developing and executing a coordinated regional strategy that creates preferred access and aligns Capital's resources with prioritized dealer firms
Job Summary
The Sales Development Manager Senior drives sales outcomes by developing and executing a coordinated regional strategy that creates preferred access and aligns Capital's resources with prioritized dealer firms.
Candidates must possess a proven track record in third-party distribution with excellent business and sales skills to pinpoint key opportunities and implement effective strategies.
The role offers a competitive base salary of $150,000, individual annual performance bonuses, profitability bonuses, and a retirement plan where the company contributes 15% of eligible earnings.
Matching Summary
The Sales Development Manager Senior drives sales outcomes by developing and executing a coordinated regional strategy that creates preferred access and aligns Capital's resources with prioritized dealer firms.
Salary
Base: $150,000; Bonus: Individual annual performance bonus plus profitability bonus; Benefits: 15% company retirement contribution plus health benefits and time-off
Skills & Requirements
Must-have
Proven track record in third-party distribution
Strong knowledge of wealth management industry
Excellent business and sales skills
Ability to manage ambiguity effectively
Strong verbal and written communication skills
Nice-to-have
Experience with wirehouse teams
Strategic regional planning capabilities
Commitment to diverse perspectives
Authentic self-expression in workplace
Team collaboration effectiveness
Key Requirements
Series 7 and Series 63 licenses required
One or more additional designations (AIF, CFA, CFP, etc.)
Must be located in or willing to relocate to San Francisco territory