Enterprise Growth Manager - Dallas

Capital Partners Mortgage LLC

Dallas, Texas, United States
Base: competitive salary; bonus/equity: bonuses; b...
On-site
Develop and manage ria relationships
Manage american funds distributions presence
Deliver compelling presentations
You will develop, manage, and lead key relationships within the RIA marketplace, managing American Funds Distributions presence, relationships, and business results with a select cohort of the largest, most-influential RIA firms across the nation

Job Summary

  • You will develop, manage, and lead key relationships within the RIA marketplace, managing American Funds Distributions presence, relationships, and business results with a select cohort of the largest, most-influential RIA firms across the nation.
  • You excel at delivering compelling and informative presentations, have a strategic mindset, and the ability to lead efforts with functional partners.
  • You have a proven track record in third-party distribution, a broad knowledge of the mutual fund, SMA, ETF, and CIT business and sales cultures, and the demonstrated ability to build long-term relationships.

Matching Summary

You will develop, manage, and lead key relationships within the RIA marketplace, managing American Funds Distributions presence, relationships, and business results with a select cohort of the largest, most-influential RIA firms across the nation.

Salary

Base: Competitive salary; Bonus/Equity: Bonuses; Benefits: Benefits

Skills & Requirements

Must-have

  • Develop and manage RIA relationships
  • Manage American Funds Distributions presence
  • Deliver compelling presentations
  • Expert command of RIA distribution landscape
  • Leverage technologies for custom analysis

Nice-to-have

  • Fostering a strong sense of belonging
  • Celebrating diverse perspectives
  • Motivated by setting and measuring performance

Key Requirements

  • Proven track record in third-party distribution
  • Deep technical knowledge of portfolio construction
  • Significant sales experience in the registered investment advisor space
  • Series 7, AIF, AIFA, PPC, CIMA, CFA, and CFP® designations

Work Rights

Not specified

Tailored Resume

Cover Letter