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.”

 
Search results for "". Page 1 of 1, Results 1 to 16
Title Location Date Sort descending
Reset
Sales Development Program Associate
Sales Development Program Associate Carmel, IN, US, 46032 Jul 24, 2021
Carmel, IN, US, 46032 Jul 24, 2021
Product Manager (Business Development) - Portfolio Solutions & Services Los Angeles, CA, US, 90071 Jul 23, 2021
Sales Support Coordinator
Sales Support Coordinator Montreal, Quebec, CA, M5J2T3 Jul 23, 2021
Montreal, Quebec, CA, M5J2T3 Jul 23, 2021
Sales Support Coordinator
Sales Support Coordinator San Antonio, TX, US, 78154 Jul 22, 2021
San Antonio, TX, US, 78154 Jul 22, 2021
Sales Support Coordinator
Sales Support Coordinator Carmel, IN, US, 46032 Jul 22, 2021
Carmel, IN, US, 46032 Jul 22, 2021
Wealth Advisory Associate II
Wealth Advisory Associate II Los Angeles, CA, US, 90071 Jul 21, 2021
Los Angeles, CA, US, 90071 Jul 21, 2021
Administrative Assistant II
Administrative Assistant II Los Angeles, CA, US, 90071 Jul 20, 2021
Los Angeles, CA, US, 90071 Jul 20, 2021
Sales Support Manager (Financial Services)
Sales Support Manager (Financial Services) Los Angeles, CA, US, 90071 Jul 19, 2021
Los Angeles, CA, US, 90071 Jul 19, 2021
Regional Sales Associate
Regional Sales Associate Toronto, Ontario, CA, M5J2T3 Jul 16, 2021
Toronto, Ontario, CA, M5J2T3 Jul 16, 2021
Internal Wealth Specialist
Internal Wealth Specialist Carmel, IN, US, 46032 Jul 15, 2021
Carmel, IN, US, 46032 Jul 15, 2021
Internal Wealth Specialist
Internal Wealth Specialist San Antonio, TX, US, 78251 Jul 15, 2021
San Antonio, TX, US, 78251 Jul 15, 2021
RIA Advisory Board Liaison
RIA Advisory Board Liaison Los Angeles, CA, US, 30301 Jul 15, 2021
Los Angeles, CA, US, 30301 Jul 15, 2021
Trust Officer
Trust Officer Reno, CA, US, 89501 Jul 8, 2021
Reno, CA, US, 89501 Jul 8, 2021
Product Specialist
Product Specialist Los Angeles, CA, US, 90071 Jul 6, 2021
Los Angeles, CA, US, 90071 Jul 6, 2021
Client Relations Analyst Senior
Client Relations Analyst Senior Amsterdam, NL Jul 2, 2021
Amsterdam, NL Jul 2, 2021
Defined Contribution Retirement Consultant
Defined Contribution Retirement Consultant Carmel, IN, US, 46032 Jun 29, 2021
Carmel, IN, US, 46032 Jun 29, 2021