Sales Development Manager Senior - Northeast
At a glance
Senior Sales Development role at Capital Group. Regional · full-time · $150,000 base.
growthroles summary, based on the employer's posting.
What you'll do
- Coordinate with wirehouse field leaders and specialists on initiatives that secure preferred access for territory teams
- Help territory colleagues bring enterprise resources to major, fast-growing financial advisor teams
- Rank advisor prospects by opportunity, then connect them with the right internal experts
- Build coordinated, consultative engagements that link strategy to execution and produce measurable business impact
What you bring
- You hold the required Series 7 and Series 63 licenses
- Your background includes third-party distribution, financial-services selling or another listed field
- You understand wealth advice models, distribution routes, market trends and competitive forces
- You have identified opportunities, shaped territory or account plans and delivered business results
Who this fits
This senior role suits someone with financial-services sales experience who can make sound decisions, advance work independently and collaborate across teams. You will cover the Northeast.
From the employer
“I can be myself at work.”
You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workplace.
We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.
“I can influence my income.”
You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You’ll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses.
“I can lead a full life.”
You bring unique goals and interests to your job and your life. Whether you’re raising a family, you’re passionate about where you volunteer, or you want to explore different career paths, we’ll give you the resources that can set you up for success.
Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options
Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love
Access on-demand professional development resources that allow you to hone existing skills and learn new ones
“I can succeed as a Sales Development Manager Senior at Capital Group.”
As a Sales Development Manager Senior, you will play a unique and highly specialized role in the industry—one Capital Group has built and refined over more than 15 years. In this role, you will have two core responsibilities. First, you will partner with wirehouse field leadership and specialist teams to execute strategic initiatives that create preferred access for our territory teams. Second, you will work alongside those territory teams to deliver Capital Group’s enterprise capabilities to the largest and fastest-growing financial advisor teams in the industry.
You will bring strong business judgment, industry perspective and relationship management expertise to connect strategy to execution. In this role, you will help prioritize the highest-opportunity advisor teams, align the right Capital Group resources and ensure we deliver a coordinated, consultative experience that drives measurable business impact.
“I am the person Capital Group is looking for.”
- You have a proven track record in third-party distribution, financial services sales, advisor distribution or wealth management.
- You bring strong knowledge of the wealth management industry, including advisor business models, distribution channels, market trends and competitive dynamics.
- You have demonstrated success identifying key opportunities, developing territory or account strategies and executing plans that drive business results.
- You are skilled at partnering across sales, leadership and specialist teams to execute strategic initiatives.
- You lead consultative, insight-driven conversations and can position investment solutions, practice management insights and market perspectives in a way that connects to advisor and client outcomes.
- You communicate clearly and persuasively, with strong verbal, written, presentation and executive presence skills.
- You manage ambiguity well, exercise sound judgment and independently drive work forward while collaborating effectively with a broader team.
- You hold Series 7 and Series 63 licenses, which are required. Additional designations such as AIF, AIFA, PPC, CIMA, CFA or CFP® are preferred.
Territory: Northeast
Base salary: $150,000 + Applicable b
“I can apply in less than 4 minutes.”
You’ve reviewed this job posting and you’re ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn’t what you’re looking for, check out our other opportunities and join our talent community.
“I can learn more about Capital Group.”
At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That’s why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people’s lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor.
In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital’s annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.
You can learn more about our compensation and benefits here.
* Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans.
We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.
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