Enterprise Growth Manager - West Coast

Capital Partners Mortgage LLC

San Francisco, California, United States
Base: competitive; bonus/equity: individual annual...
Proven track record in third-party distribution
Deep technical knowledge of portfolio construction
Significant sales experience in registered investment advisor space
You will develop, manage, and lead key relationships within the RIA marketplace while managing American Funds Distributions presence

Job Summary

  • You will develop, manage, and lead key relationships within the RIA marketplace while managing American Funds Distributions presence.
  • The role requires expert command of the RIA distribution landscape and the ability to identify opportunities and strategic themes.
  • Candidates receive a competitive salary, individual annual performance bonus, Capital's annual profitability bonus, and a retirement plan with 15% company contribution.

Matching Summary

You will develop, manage, and lead key relationships within the RIA marketplace while managing American Funds Distributions presence.

Salary

Base: Competitive; Bonus/Equity: Individual annual performance bonus plus Capital's annual profitability bonus; Benefits: 15% retirement contribution plus health benefits from day one

Skills & Requirements

Must-have

  • Proven track record in third-party distribution
  • Deep technical knowledge of portfolio construction
  • Significant sales experience in registered investment advisor space

Nice-to-have

  • Ability to leverage technologies for custom analysis
  • Strategic mindset for managing multiple projects
  • Excellent communicator for presenting distilled information

Key Requirements

  • Series 7, AIF, AIFA, PPC, CIMA, CFA, or CFP designation
  • Broad knowledge of mutual fund, SMA, ETF, and CIT business
  • Experience building long-term relationships in the industry

Work Rights

Not specified

Tailored Resume

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