Sales & Sales Operations

Creative & Brand

Build relationships with financial advisors and intermediaries over the phone. Work across global teams, from Marketing to Investor Support.

Sales Operations

Work on projects that range across compensation reporting, business continuity, meeting planning, vendor management and analytics reporting.

Outside Sales

Build relationships with financial advisors and intermediaries in the field. Work with a robust suite of industry leading investment products.

Sales Force Training

Deliver deep curriculum, programs and communications that enable our sales force. Design compelling advisor education to provide access and opportunities for the sales force.

Meet Claudette, Relationship Manager

Relationship Manager Claudette, who works in our Chicago office, spends her packed days meeting with and educating clients from public funds and unions in support of Capital’s Institutional business. Her advice for being on the road every week is simple: be flexible. “Every week looks a little different; you need to be able to pivot and shift in order to accomplish that week’s goals,” she says.

When asked how she describes her role to people outside of Capital, Claudette shares, “I know people like to use the word ‘sales’ to describe what we do, but I prefer ‘business development professional’ because of the complexity … and the relationship-driven process we have. I think we often miss out on the human aspect of our jobs, which is learning about each other and growing through our relationships.”

 
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Wealth Advisory Associate I
Wealth Advisory Associate I Los Angeles, CA, US, 90071 Apr 15, 2021
Los Angeles, CA, US, 90071 Apr 15, 2021
Fixed Income Investment Specialist - Client Portfolio Manager
Fixed Income Investment Specialist - Client Portfolio Manager Los Angeles, CA, US, 90025 Apr 15, 2021
Los Angeles, CA, US, 90025 Apr 15, 2021
Sr. Relationship Manager, Investment Resources Team
Sr. Relationship Manager, Investment Resources Team Los Angeles, CA, US, 90071 Apr 13, 2021
Los Angeles, CA, US, 90071 Apr 13, 2021
Data Steward
Data Steward Los Angeles, CA, US, 90071 Apr 11, 2021
Los Angeles, CA, US, 90071 Apr 11, 2021
Portfolio Consultant
Portfolio Consultant San Antonio, TX, US, 78251 Apr 7, 2021
San Antonio, TX, US, 78251 Apr 7, 2021
Regional Sales Senior Leader - Canada
Regional Sales Senior Leader - Canada Toronto, Ontario, CA, M5J2T3 Mar 22, 2021
Toronto, Ontario, CA, M5J2T3 Mar 22, 2021
Sales Support Coordinator
Sales Support Coordinator Toronto, Ontario, CA, M5J2T3 Mar 21, 2021
Toronto, Ontario, CA, M5J2T3 Mar 21, 2021
Regional Sales Associate
Regional Sales Associate Toronto, Ontario, CA, M5J2T3 Mar 21, 2021
Toronto, Ontario, CA, M5J2T3 Mar 21, 2021
Sales Operations Specialist
Sales Operations Specialist Los Angeles, CA, US, 90071 Mar 19, 2021
Los Angeles, CA, US, 90071 Mar 19, 2021