Wealth Management National Sales Director

“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 the Wealth Management National Sales Director at Capital Group.”

Capital Group seeks to hire a sophisticated, accomplished sales leader to lead the growth and development of the Cross-Channel sales team.  The successful candidate will leverage a combination of advanced analytics and deep sales experience to develop territory growth strategies; build a high performing team of experienced, digitally savvy wholesalers; and consistently deliver exceptional sales results.  This leader will have a strong knowledge of various asset classes/investment products and, ideally, experience working with a range of retail distribution channels.  The right candidate will possess top of the line leadership skills and the ability to execute and ensure sustainable high performance through recruiting, coaching, and developing a sales team attuned to Capital’s culture and focused on company objectives.

This role will report to the Head of the Advisor Sold Group and will have seven Divisional Manager direct reports.  The Wealth Management National Sales Director will interact directly with other Field Sales NSMs (RP, FC/RIA, as well as the NSM for Hybrid/Virtual Sales Teams, the NSM for the ETF and SMA specialists, and the NSM for RSO).  Additionally, this role may represent the Advisor Sold Group in various NACG subcommittees such as the NOC and other operating committees.

The core responsibilities will include leading our Cross-Channel teams, instituting a culture consistent with Capital's Core Values, partnering with our external sales teams to deliver exceptional sales and service to our advisors, creating a durable and lasting sales strategy, continuously evolving our go-to market strategy to meet the needs of the changing advisor landscape and developing, training, and recruiting the next generation of sales talent for the Advisor Sold Group.

Leadership

• You will oversee the Division Managers and sales teams responsible for client acquisition and retention.

• You will provide strategic direction to the Division Managers and advisor teams, ensuring alignment with overall organizational objectives.

• You will develop and execute a comprehensive national sales strategy for the Cross-Channel team to align with the LTSP, and lead the cross-functional Cross-Channel leadership team.

• You will strategize the approach to establish new business with key COIs, strategic partnerships or target segments and enable the sales leadership team to drive day-to-day interactions that identify growth of long-term business relationships.

• You will drive sales innovation by