Enterprise Growth Manager (northeast)

Capital Partners Mortgage LLC

Northeast, US
Base: competitive salary; bonus/equity: bonuses; b...
On-site
Develop and manage key ria relationships
Manage american funds distributions presence
Deliver compelling and informative presentations
Capital Partners Mortgage LLC is seeking an Enterprise Growth Manager to develop and manage relationships within the Registered Investment Advisor (RIA) marketplace in the Northeast. The ideal candidate will have a strong background in third-party distribution, excellent communication skills, and the ability to leverage technology for custom analysis

Job Summary

  • You will develop, manage, and lead key relationships within the RIA marketplace, managing American Funds Distributions presence and business results with a select cohort of the largest, most-influential RIA firms across the nation.
  • Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide, including a competitive salary, bonuses, and benefits.
  • You will enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options, and receive 2-for-1 matching gifts for your charitable contributions.

Matching Summary

Match Score: 85

Capital Partners Mortgage LLC is seeking an Enterprise Growth Manager to develop and manage relationships within the Registered Investment Advisor (RIA) marketplace in the Northeast. The ideal candidate will have a strong background in third-party distribution, excellent communication skills, and the ability to leverage technology for custom analysis.

Salary

Base: Competitive salary; Bonus/Equity: Bonuses; Benefits: Benefits

Skills & Requirements

Must-have

  • develop and manage key RIA relationships
  • manage American Funds Distributions presence
  • deliver compelling and informative presentations
  • expert command of RIA distribution landscape
  • proven track record in third-party distribution
  • deep technical knowledge of portfolio construction

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
  • ability to identify opportunities and strategic themes
  • leverage technologies for custom analysis (Excel, PowerPoint, Tableau)
  • 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