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.”
