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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Sales Operations Lead
Sales Operations Lead Los Angeles, CA, US, 90071 Oct 17, 2021
Los Angeles, CA, US, 90071 Oct 17, 2021
Wealth Specialist
Wealth Specialist Los Angeles, CA, US, 90071 Oct 16, 2021
Los Angeles, CA, US, 90071 Oct 16, 2021
Associate Director Sales, Luxembourg
Associate Director Sales, Luxembourg Luxembourg, LU Oct 15, 2021
Luxembourg, LU Oct 15, 2021
Sales Support Coordinator
Sales Support Coordinator Carmel, IN, US, 46032 Oct 13, 2021
Carmel, IN, US, 46032 Oct 13, 2021
Sales Support Coordinator
Sales Support Coordinator San Antonio, TX, US, 78251 Oct 13, 2021
San Antonio, TX, US, 78251 Oct 13, 2021
Regional Sales Associate (Hybrid Wholesaler)
Regional Sales Associate (Hybrid Wholesaler) Toronto, Ontario, CA, M5J2T3 Oct 11, 2021
Toronto, Ontario, CA, M5J2T3 Oct 11, 2021
Internal Wealth Specialist
Internal Wealth Specialist San Antonio, TX, US, 78251 Oct 10, 2021
San Antonio, TX, US, 78251 Oct 10, 2021
Internal Wealth Specialist
Internal Wealth Specialist Carmel, IN, US, 46032 Oct 10, 2021
Carmel, IN, US, 46032 Oct 10, 2021
Senior National Account Manager
Senior National Account Manager Montreal, Quebec, CA, H3N 2H8 Oct 6, 2021
Montreal, Quebec, CA, H3N 2H8 Oct 6, 2021
Portfolio Consultant
Portfolio Consultant San Antonio, TX, US, 78251 Oct 6, 2021
San Antonio, TX, US, 78251 Oct 6, 2021
Consultant Relationship Specialist
Consultant Relationship Specialist Los Angeles, CA, US, 90071 Oct 6, 2021
Los Angeles, CA, US, 90071 Oct 6, 2021
Site Sales Division Manager
Site Sales Division Manager San Antonio, TX, US, 78251 Oct 5, 2021
San Antonio, TX, US, 78251 Oct 5, 2021
Trust & Estate Attorney
Trust & Estate Attorney New York, NY, US, 10022 Oct 5, 2021
New York, NY, US, 10022 Oct 5, 2021
Sales Support Manager
Sales Support Manager Carmel, IN, US, 46032 Oct 1, 2021
Carmel, IN, US, 46032 Oct 1, 2021
CAMPUS: Sales Development Program (SLATE)
CAMPUS: Sales Development Program (SLATE) Carmel, IN, US, 46032 Sep 30, 2021
Carmel, IN, US, 46032 Sep 30, 2021
CAMPUS: Sales Development (SLATE) Summer Associate
CAMPUS: Sales Development (SLATE) Summer Associate Carmel, IN, US, 46032 Sep 30, 2021
Carmel, IN, US, 46032 Sep 30, 2021