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Capital Group

Asset management with long-term portfolios

Regional Manager

Field SalesConfirmed live in the last 24 hours
Full-timeNew York, NY, USAIn-person

About the Job

Requirements

  • Must hold FINRA Series 7 and Series 63/65 or Series 66 licenses, plus Series 24 or Series 26.
  • Strong preference for one or more of the following designations: AIF, AIFA, PPC, CIMA, or CFA.
  • Must have 3–5 years of relevant experience.

Responsibilities

  • Lead Capital Group’s Client Hub-based hybrid sales roles within an assigned division, driving sales results and developing future sales talent.
  • Be accountable for sales results and Plans Sold goals across the division while developing associates’ sales skills, business judgment, and professional confidence.
  • Translate divisional and territory strategy into execution through hands-on coaching, data-informed prioritization, and cross-role collaboration, balancing shared goals and objectives with individual accountability for assigned segments and responsibilities.
  • Enable and coordinate an integrated territory team, aligning field and hub associates around shared priorities, consistent messaging, and a unified advisor experience.
  • Coach and develop regional associates through hands-on, in-person, group, and virtual engagement, reinforcing consultative selling, territory management, and team-based sales excellence.
  • Build, manage, and retain a strong pipeline of sales talent by setting clear performance expectations, providing actionable feedback, and supporting long-term career development.
  • Lead regional sales performance by driving Plans Sold and territory results across Regional Wealth Management Consultants, Regional Relationship Managers, and Regional Retirement Plan Counselors through disciplined execution of hybrid sales strategies aligned to firm objectives.
  • Leverage data, analytics, and operating discipline to prioritize territories, identify risks and opportunities, monitor performance, and ensure follow-through on plans.
  • Partner with Client Hub leadership, Field Sales, Sales Training, and divisional leaders to ensure alignment, collaboration, and execution across the enterprise.
  • Model Capital Group’s values and long-term mindset while fostering a high-performance culture that motivates early- to mid-career sales professionals.

Desired Qualifications

  • Strong preference for candidates with one or more of the following designations: AIF, AIFA, PPC, CIMA, or CFA.

About the Company

Capital Group

Asset management with long-term portfolios

Capital Group is a private investment firm managing equity and fixed-income assets for millions of investors. It builds long-term, high-conviction portfolios using rigorous research and the American Funds lineup to pursue steady, durable results rather than short-term trades. It differentiates itself through strong personal accountability, a globally distributed team, and a research-driven investment process. Its goal is to improve people’s lives through successful investing.

Company size
5,001-10,000
Company stage
Not listed
Total funding
$65.4B
Headquarters
Dongcheng District, China
Founded
Not listed

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