Enterprise Growth Manager - San Francisco

Capital Partners Mortgage LLC

San Francisco, California, USA
Base: competitive salary; bonus/equity: bonuses; b...
Ria distribution landscape
Develop and lead key relationships
Manage business results
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.
  • As a Enterprise Growth Manager – RIA, you’ll develop, manage, and lead key relationships within the RIA marketplace.

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: Generous time-away and health benefits from day one, company-funded retirement contribution (15% of eligible earnings)

Skills & Requirements

Must-have

  • RIA distribution landscape
  • develop and lead key relationships
  • manage business results
  • deliver compelling presentations
  • strategic mindset
  • manage multiple projects/initiatives

Nice-to-have

  • fostering a strong sense of belonging
  • celebrate differences
  • motivated by setting goals
  • well-rounded collaborator

Key Requirements

  • proven track record in third-party distribution
  • broad knowledge of mutual fund, SMA, ETF, and CIT business
  • demonstrated ability to build long-term relationships
  • deep technical knowledge of portfolio construction
  • leverage technologies to create custom analysis
  • significant sales experience in registered investment advisor space
  • Series 7, AIF, AIFA, PPC, CIMA, CFA, and CFP® designations

Work Rights

Not specified

Tailored Resume

Cover Letter