Sales Development Manager Senior - Northeast
Core
Partner with wirehouse field leadership to execute strategic initiatives creating preferred access for territory teams and deliver enterprise capabilities to the largest financial advisor teams.
Role type
Senior Sales Development Manager (Financial Services)
Builds
Strategic access and enterprise capabilities for financial advisor teams
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
third-party distribution, financial services sales, advisor distribution, wealth management, territory strategy, consultative selling, executive presence, ambiguity management
Preferred skills
AIF, AIFA, PPC, CIMA, CFA, CFP
Technologies
N/A
Responsibilities
Partner with wirehouse field leadership to execute strategic initiatives; Deliver Capital Group's enterprise capabilities to financial advisor teams; Prioritize highest-opportunity advisor teams; Align resources for coordinated, consultative experiences.
Seniority
Senior, hands-on IC