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, individual annual performance bonuses, profitability bonuses, and a retirement plan where the company contributes 15% of eligible earnings.

Matching Summary

Salary

Base: $150,000; Bonus: Individual annual performance bonus plus profitability bonus; Benefits: Company-funded retirement contribution of 15%, generous time-away, health benefits, 2-for-1 matching gifts

Skills & Requirements

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

Work Rights