Institutional Relationship Specialist

Capital Partners Mortgage LLC

Northeast region, US
Base: $175,000-$200,000; bonus/equity: applicable ...
On-site
Institutional retirement capabilities
Retirement plan asset growth
Consultative selling skills
Capital Partners Mortgage LLC is seeking an Institutional Relationship Specialist to drive retirement plan asset growth in the Northeast region. The role requires extensive experience in institutional sales, a strong understanding of the retirement marketplace, and the ability to consult and communicate effectively

Job Summary

  • Partner with Capital Group’s retirement plan sales teams to deliver education and point of sale expertise in representing Capital Group’s institutional retirement capabilities to advisors and large institutional clients, driving retirement plan asset growth in the large institutional market.
  • Support territory growth by partnering with the Retirement Plan salesforce as they drive new business opportunities and sales across the large institutional retirement plan segment.
  • Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options.

Matching Summary

Match Score: 85

Capital Partners Mortgage LLC is seeking an Institutional Relationship Specialist to drive retirement plan asset growth in the Northeast region. The role requires extensive experience in institutional sales, a strong understanding of the retirement marketplace, and the ability to consult and communicate effectively.

Salary

Base: $175,000-$200,000; Bonus/Equity: applicable bonuses; Benefits: standard benefits package including paid time off, medical, dental and retirement

Skills & Requirements

Must-have

  • Institutional retirement capabilities
  • Retirement plan asset growth
  • Consultative selling skills
  • Presentation skills
  • Institutional marketplace understanding

Nice-to-have

  • Fostering a strong sense of belonging
  • Celebrating differences
  • Community involvement
  • Professional development resources

Key Requirements

  • Bachelor’s degree required
  • 10+ years of institutional sales experience
  • Series 7, 63, and 66 licenses or equivalent

Work Rights

Not specified

Tailored Resume

Cover Letter