Enterprise Growth Manager (northeast)

Capital Partners Mortgage LLC

Northeast, US
Competitive salary; bonuses; benefits; compyny-fun...
Ria marketplace relationships
American funds distributions presence
Custody partner relationships
We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do

Job Summary

  • We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do.
  • 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 want you to feel comfortable doing great work and bringing your best, authentic self to everything you do.

Salary

Competitive salary; Bonuses; Benefits; Company-funded retirement contribution 15% of eligible earnings

Skills & Requirements

Must-have

  • RIA marketplace relationships
  • American Funds Distributions presence
  • custody partner relationships
  • develop new industry entrants
  • strategic mindset
  • lead functional partners
  • RIA distribution landscape expertise

Nice-to-have

  • fostering a strong sense of belonging
  • celebrate differences
  • motivated by setting goals
  • well-rounded collaborator
  • identify opportunity for better investor outcomes

Key Requirements

  • Proven track record in third-party distribution
  • Broad knowledge of mutual fund, SMA, ETF, CIT business
  • Demonstrated ability to build long-term relationships
  • Ability to identify opportunities and strategic themes
  • Proven track record deep technical knowledge portfolio construction
  • Leverage technologies for custom analysis
  • Excellent communicator
  • Significant sales experience registered investment advisor space
  • Series 7, AIF, AIFA, PPC, CIMA, CFA, and CFP® designations

Work Rights

Not specified

Tailored Resume

Cover Letter