Sales Development Manager Senior - San Francisco

Capital Group is an investment management company focused on helping clients achieve successful investing outcomes. The Senior Sales Development Manager will partner with wirehouse leadership and specialist teams to execute strategic initiatives, prioritize high-opportunity advisor teams, and deliver coordinated enterprise capabilities that drive business impact.

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
• 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

Requirements:

• 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
• Territory: San Francisco (Must be located or willing to relocate to territory)
• Additional designations such as AIF, AIFA, PPC, CIMA, CFA or CFP® are preferred