Capital Group · 1 week ago
Director, ETF & SMA Sales
Texas, United States
Full-time
Onsite
Mid, Senior Level
$190K/yr - $261K/yr
5+ years expCapital Group is a leading investment management company committed to fostering a culture of belonging and diversity. As a Director, ETF & SMA Sales, you will act as a subject matter expert on Separately Managed Accounts and Exchange Traded Funds, driving distribution strategy and supporting divisional sales teams and financial advisors.
Financial Services
Hiring Manager
Alexandrea Scruggs
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
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 in the ETF/SMA space
Benefits
Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options
Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love
Access on-demand professional development resources that allow you to hone existing skills and learn new ones
Paid time off
Medical
Dental
Retirement
Company
Capital Group
Capital Group was established in 1931 in Los Angeles, California, and now has 31 offices around the globe.
Founded in 1931Los Angeles, CA, US
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Mike Gitlin
President & CEO
Canise Arredondo (she/her/hers)
Chief Financial Officer
Recent News
2024-05-06
2024-04-17
2024-02-27
Company data provided by crunchbase