Enterprise Growth Relationship Specialist

Capital Partners Mortgage LLC

Indianapolis, Indiana, USA
Base: $110,253-$176,405; bonus/equity: individual ...
Enterprise client relationship management
Financial services industry experience
Wealth management solutions knowledge
Capital Partners Mortgage LLC is committed to fostering a strong sense of belonging in a respectful workplace, intentionally seeking diverse perspectives, experiences, and backgrounds

Job Summary

  • Capital Partners Mortgage LLC is committed to fostering a strong sense of belonging in a respectful workplace, intentionally seeking diverse perspectives, experiences, and backgrounds.
  • As a Relationship Specialist, you will partner with account leadership to develop and execute enterprise-level business plans, analyze client intelligence, and build/deepen relationships with key enterprise clients.
  • The company offers a competitive salary, bonuses, benefits, a company-funded retirement contribution of 15% of eligible earnings, generous time-away, health benefits, and flexible work options.

Matching Summary

Capital Partners Mortgage LLC is committed to fostering a strong sense of belonging in a respectful workplace, intentionally seeking diverse perspectives, experiences, and backgrounds.

Salary

Base: $110,253-$176,405; Bonus/Equity: Individual annual performance bonus, Capital's annual profitability bonus; Benefits: Competitive benefits, company-funded retirement contribution of 15% of eligible earnings

Skills & Requirements

Must-have

  • Enterprise client relationship management
  • Financial services industry experience
  • Wealth management solutions knowledge
  • Financial markets understanding
  • Enterprise distribution models
  • Develop and execute business plans
  • Analyze client intelligence and feedback

Nice-to-have

  • Fostering a strong sense of belonging
  • Diverse perspectives and experiences
  • Integrity, Client Focus, Diverse Perspectives
  • Long-Term Thinking, and Community
  • Charitable contribution matching
  • On-demand professional development

Key Requirements

  • Bachelor's degree or equivalent experience
  • Securities registrations (SIE, Series 7 and 66 or equivalent)
  • Up to 50% travel

Work Rights

Not specified

Tailored Resume

Cover Letter