Enterprise Growth Manager (northeast)

Capital Partners Mortgage LLC

Northeast, US
Base: highly competitive base salary; bonus: indiv...
Proven track record in third-party distribution
Deep technical knowledge of portfolio construction
Significant sales experience in registered investment advisor space
The role involves developing and managing key relationships within the RIA marketplace while leading American Funds Distributions presence

Job Summary

  • The role involves developing and managing key relationships within the RIA marketplace while leading American Funds Distributions presence.
  • Candidates will receive a competitive salary, individual annual performance bonuses, and a retirement plan with a 15% company contribution.
  • The position requires significant travel across the Northeast region to meet with select cohorts of influential RIA firms.

Matching Summary

The role involves developing and managing key relationships within the RIA marketplace while leading American Funds Distributions presence.

Salary

Base: Highly competitive base salary; Bonus: Individual annual performance bonus plus Capital's annual profitability bonus; Benefits: Company-funded retirement contribution of 15% of eligible earnings

Skills & Requirements

Must-have

  • Proven track record in third-party distribution
  • Deep technical knowledge of portfolio construction
  • Significant sales experience in registered investment advisor space

Nice-to-have

  • Ability to leverage technologies for custom analysis
  • Strategic mindset with ability to lead functional partners
  • Excellent communicator synthesizing information distantly

Key Requirements

  • Series 7, AIF, AIFA, PPC, CIMA, CFA, or CFP designation
  • Broad knowledge of mutual fund, SMA, ETF, and CIT business
  • Expert command of the RIA distribution landscape

Work Rights

Not specified

Tailored Resume

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