The Sales Development Manager Senior drives sales outcomes by developing and executing a coordinated regional strategy that creates preferred access and aligns Capital's resources with prioritized dealer firms
Job Summary
The Sales Development Manager Senior drives sales outcomes by developing and executing a coordinated regional strategy that creates preferred access and aligns Capital's resources with prioritized dealer firms.
Candidates must possess a proven track record in third-party distribution with a strong knowledge base of the wealth management industry and trends.
The role offers a competitive base salary of $150,000, an individual annual performance bonus, a profitability bonus, and a retirement plan with a 15% company contribution.
Matching Summary
The Sales Development Manager Senior drives sales outcomes by developing and executing a coordinated regional strategy that creates preferred access and aligns Capital's resources with prioritized dealer firms.
Salary
Base: $150,000; Bonus/Equity: Individual annual performance bonus plus Capital's annual profitability bonus; Benefits: Company-funded retirement contribution of 15%, generous time-away, health benefits from day one, 2-for-1 matching gifts for charitable contributions
Skills & Requirements
Must-have
Proven track record in third-party distribution
Strong knowledge of wealth management industry
Excellent business and sales skills
Ability to manage ambiguity effectively
Series 7 and Series 63 designations required
Nice-to-have
AIF, AIFA, PPC, CIMA, CFA, or CFP designations
Strong verbal and written communication skills
Effective presentation capabilities
Team collaboration experience
Commitment to diverse perspectives
Key Requirements
Series 7 license required
Series 63 license required
Located in or willing to relocate to San Francisco territory