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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Internal Wealth Generalist
Internal Wealth Generalist Carmel, IN, US, 46032 Jan 24, 2022
Carmel, IN, US, 46032 Jan 24, 2022
CAMPUS: Sales Development (SLATE) Summer Associate
CAMPUS: Sales Development (SLATE) Summer Associate Carmel, IN, US, 46032 Jan 24, 2022
Carmel, IN, US, 46032 Jan 24, 2022
CAMPUS: Sales Development Program (SLATE)
CAMPUS: Sales Development Program (SLATE) Carmel, IN, US, 46032 Jan 24, 2022
Carmel, IN, US, 46032 Jan 24, 2022
Relationship Specialist - National Accts
Relationship Specialist - National Accts Carmel, IN, US, 46032 Jan 20, 2022
Carmel, IN, US, 46032 Jan 20, 2022
Salesforce Product Specialist
Salesforce Product Specialist Los Angeles, CA, US, 90071 Jan 18, 2022
Los Angeles, CA, US, 90071 Jan 18, 2022
Client Relationship Associate
Client Relationship Associate New York, NY, US, 10022 Jan 15, 2022
New York, NY, US, 10022 Jan 15, 2022
Administrative Assistant III
Administrative Assistant III Atlanta, GA, US, 30309 Jan 15, 2022
Atlanta, GA, US, 30309 Jan 15, 2022
SMA Specialist
SMA Specialist Los Angeles, CA, US, 90071 Jan 15, 2022
Los Angeles, CA, US, 90071 Jan 15, 2022
Audience Manager
Audience Manager Los Angeles, CA, US, 90071 Jan 14, 2022
Los Angeles, CA, US, 90071 Jan 14, 2022
Business Development Specialist Senior
Business Development Specialist Senior Los Angeles, CA, US, 90071 Jan 14, 2022
Los Angeles, CA, US, 90071 Jan 14, 2022
Client Relationship Specialist
Client Relationship Specialist San Francisco, CA, US, 94105 Jan 13, 2022
San Francisco, CA, US, 94105 Jan 13, 2022
Administrative Assistant III
Administrative Assistant III Los Angeles, CA, US, 90071 Jan 13, 2022
Los Angeles, CA, US, 90071 Jan 13, 2022
Client Account Associate
Client Account Associate New York, NY, US, 10022 Jan 12, 2022
New York, NY, US, 10022 Jan 12, 2022
Divisional Retirement Plan Counselor- Greater Detroit
Divisional Retirement Plan Counselor- Greater Detroit Detroit, MI, US, 48201 Jan 11, 2022
Detroit, MI, US, 48201 Jan 11, 2022
Divisional Retirement Plan Counselor(Greater Chicago Territory) Chicago, IL, US, 60290 Jan 10, 2022
Sales Support Coordinator
Sales Support Coordinator San Antonio, TX, US, 78251 Jan 8, 2022
San Antonio, TX, US, 78251 Jan 8, 2022
Sales Support Coordinator
Sales Support Coordinator Carmel, IN, US, 46032 Jan 8, 2022
Carmel, IN, US, 46032 Jan 8, 2022
Regional Wealth Mgmt Consultant
Regional Wealth Mgmt Consultant San Antonio, TX, US, 78251 Jan 6, 2022
San Antonio, TX, US, 78251 Jan 6, 2022
Regional Relationship Manager
Regional Relationship Manager Carmel, IN, US, 46032 Jan 6, 2022
Carmel, IN, US, 46032 Jan 6, 2022
Internal Wholesaler
Internal Wholesaler San Antonio, TX, US, 78251 Jan 5, 2022
San Antonio, TX, US, 78251 Jan 5, 2022
Internal Wholesaler
Internal Wholesaler Carmel, IN, US, 46032 Jan 5, 2022
Carmel, IN, US, 46032 Jan 5, 2022
Retirement Plan Specialist
Retirement Plan Specialist Carmel, IN, US, 46032 Jan 5, 2022
Carmel, IN, US, 46032 Jan 5, 2022
Internal Retirement Plan Counselor
Internal Retirement Plan Counselor Carmel, IN, US, 46032 Jan 5, 2022
Carmel, IN, US, 46032 Jan 5, 2022
Data Administrator
Data Administrator Los Angeles, CA, CA, 90071 Jan 3, 2022
Los Angeles, CA, CA, 90071 Jan 3, 2022
Project Analyst
Project Analyst Los Angeles, CA, US, 90071 Jan 3, 2022
Los Angeles, CA, US, 90071 Jan 3, 2022