Director, ETF & SMA Sales jobs in United States
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Capital Group · 1 week ago

Director, ETF & SMA Sales

positionCalifornia, United States
timeFull-time
remoteOnsite
seniorityMid, Senior Level
money$190K/yr - $261K/yr
date5+ years exp

Capital Group is a company committed to fostering a strong sense of belonging in a respectful workplace. As a Director, ETF & SMA Sales, you will act as a subject matter expert on Separately Managed Accounts and Exchange Traded Funds, working closely with various teams to deliver sales expertise and drive product development and growth across client segments.

Financial Services
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Comp. & Benefits
Hiring Manager
Alexandrea Scruggs
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Responsibilities

You will serve as a field‑based subject matter expert on SMA and ETF solutions, supporting divisional sales teams and financial advisors
You will leverage deep SMA/ETF expertise to drive distribution strategy, product development, and growth across client segments and geographies
You will act as an SMA/ETF sales consultant to division leadership and the internal/external sales force, providing point‑of‑sale support and guidance
You will prioritize territory coverage, plan travel, and focus on the highest‑opportunity zones to maximize advisor engagement
You will represent SMA/ETF capabilities at national, regional, and home‑office meetings in partnership with sales and product management
You will develop and deliver ongoing SMA/ETF training programs for the sales force, including recurring site‑based investment and sales education
You will provide competitive intelligence, market insights, and written analysis on SMA/ETF trends while collaborating on both firmwide and territory‑level sales plans
You will embody Capital Group/American Funds’ investment philosophy and demonstrate strong communication, analytical ability, initiative, integrity, and leadership
You hold all required FINRA licenses – SIE, 7 & 66
You are comfortable with up to 75-80% travel across territory

Qualification

SMA expertiseETF expertiseSales strategyFINRA licensesAnalytical abilityCommunication skillsLeadership

Required

You hold all required FINRA licenses – SIE, 7 & 66
You are comfortable with up to 75-80% travel across territory
You have 5-10 years of experience

Benefits

Generous time-away and health benefits from day one
Flexible work options
2-for-1 matching gifts for your charitable contributions
Annual grants for the organizations you love
On-demand professional development resources
Paid time off
Medical
Dental
Retirement

Company

Capital Group

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Capital Group was established in 1931 in Los Angeles, California, and now has 31 offices around the globe.
dateFounded in 1931
location
Los Angeles, CA, US
people-size5001-10000 employees
web-link
https://www.capitalgroup.com/us/landing-pages/linkedin-terms-of-use.html

Funding

Current Stage
Late Stage

Leadership Team

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Mike Gitlin
President & CEO
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Canise Arredondo (she/her/hers)
Chief Financial Officer
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Recent News

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Company data provided by crunchbase