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 providing sales thought leadership and promoting innovative ways to continuously improve business results and introduce new ways of interacting with clients that create a competitive advantage.

• You will champion and promote new business initiatives and influence acceptance of change.

• You will model sales and leadership behaviors through daily presence with Regional Office Sales Leadership and associates.

• You will set the tone and ensure Capital's philosophy is reflected throughout the team through constant modeling and support of core beliefs.

Business Management

You will leverage deep sales experience and advanced analytics to:

• Develop a strategic business plan for the Cross-Channel team based on organizational needs and industry trends.

• Pursue innovation and change to maximize opportunities in an ever-changing internal and external environment.

• Establish and monitor key performance indicators (KPIs) to evaluate the effectiveness of sales strategies and drive advisor accountability to performance and activity expectations through the Divisional Managers.

• Drive productivity gains via improvements in technology, sales process and business processes.

• Partner with internal Capital Group market research teams to conduct regular analysis to identify emerging trends, opportunities, and potential risks.

• Ensure that all sales activities comply with regulatory requirements and industry standards, partnering closely with legal and compliance teams to mitigate risks and uphold ethical business practices.

Talent Management

• You will set the tone in business groups and ensure Capital's philosophy is reflected throughout the organization through constant modeling and support of our core values and beliefs.

• You will establish clear performance expectations for the Divisional Managers and ensure effective performance management of each team member.

• You will interview and assess candidates for Director and Senior Manager positions.

• You will lead and support the talent development effort, ensuring appropriate bench strength and succession plans for key roles.

"I am the person Capital Group is looking for."

• You have 10+ years of external sales experience with a proven track record of success to help build a firm connection between the Advisor Group.

• You have influential communication and executive presentation skills on broad and challenging topics

• You have organizational agility and the ability to navigate the organization beyond the Cross-Channel team.

• You understand the nuances of how to best accomplish things in different areas within Capital.

• You have successful experience in leading large-scale teams.

• You effectively leverage EQ in building strong relationships with Senior Business Leaders and associates across Capital.

• You have strategic agility and the ability to think broadly and forward about where the business needs to be in the future.

• You are skilled with change management and have the vision to identify and execute on changes that need to be made.

• You demonstrate vision and purpose and are able to bring associates along with change in a way to incorporate their input, ensure their understanding of the journey ahead (and why), and in a way that keeps them engaged.

• You know how to manage ambiguity and complexity and have the ability to sustain, change and/or evolve business practices within a complex business where there is often a lack of clarity or precedence.

In addition to a highly competitive base salary, per plan guidelines, restrictions, and vesting requirements, you also will be eligible for an annual performance bonus, commission, Capital's annual profitability bonus, and a retirement plan where Capital contributes 15% of your eligible earnings.

Base Salary: $200,000

"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.