Enterprise Growth Manager - San Francisco

Capital Partners Mortgage LLC

San Francisco, California, United States
Base: competitive salary; bonus/equity: bonuses; b...
On-site
Ria distribution landscape
Compelling presentations
Strategic mindset
We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workplace

Job Summary

  • We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workplace.
  • Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide.
  • Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options.

Matching Summary

We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workplace.

Salary

Base: competitive salary; Bonus/Equity: bonuses; Benefits: benefits

Skills & Requirements

Must-have

  • RIA distribution landscape
  • compelling presentations
  • strategic mindset
  • goal setting and performance measurement
  • third-party distribution
  • portfolio construction knowledge

Nice-to-have

  • fostering a strong sense of belonging
  • celebrate differences
  • diverse perspectives
  • long-term thinking
  • community focus

Key Requirements

  • proven track record in third-party distribution
  • broad knowledge of mutual fund, SMA, ETF, and CIT business
  • ability to identify opportunities and strategic themes
  • deep technical knowledge of portfolio construction
  • leverage technologies for custom analysis (Excel, PowerPoint, Tableau)
  • 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