Regional Manager

Capital Group

. Lead Capital Group’s Client Hub–based hybrid sales roles within an assigned division .

Posted 11/4/2026full-timeNew York City • New York • United StatesMid-LevelSenior💰 $180,000 - $240,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in leading sales teams and driving performance through coaching and data analysis. Holds necessary FINRA licenses and relevant designations to effectively manage and develop sales talent in a high-performance culture.

Highest-signal resume keywords

FINRA Series 7 LicenseFINRA Series 63/65 or 66 LicenseFINRA Series 24 or 26 LicenseSales CoachingData Analysis

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Sales ManagementPipeline DevelopmentPerformance MonitoringSales Strategy ExecutionCoaching and Development

Soft Skills

LeadershipCollaborationCommunicationFeedback DeliveryBusiness Judgment

Certifications & Qualifications

AIFAIFAPPCCIMACFA

Industry Keywords

Wealth ManagementSales PerformanceClient HubRegional SalesHigh-Performance Culture

About the role

Key responsibilities & impact

Lead Capital Group’s Client Hub–based hybrid sales roles within an assigned division
Drive sales results and develop future sales talent
Manage Regional Wealth Management Consultants, Regional Relationship Managers, and Regional Retirement Plan Counselors
Be accountable for sales results and Plans Sold goals across the division
Develop associates’ sales skills, business judgment, and professional confidence
Translate divisional and territory strategy into execution through hands-on coaching, data-informed prioritization, and cross-role collaboration
Enable and coordinate integrated territory teams around shared priorities and a unified advisor experience
Coach and develop regional associates through hands-on, in-person, group, and virtual engagement
Build, manage, and retain a strong pipeline of sales talent
Set performance expectations and provide actionable feedback
Lead regional sales performance across RWMCs, RRMs, and RRPCs
Leverage data and analytics to prioritize territories, identify risks and opportunities, monitor performance, and ensure follow-through
Partner with Client Hub leadership, Field Sales, Sales Training, and divisional leaders
Foster a high-performance culture for early- to mid-career sales professionals

Requirements

What you’ll need

Must hold FINRA Series 7 license
Must hold FINRA Series 63/65 or 66 license
Must hold FINRA Series 24 or 26 license
Strong preference for candidates with one or more of the following designations: AIF, AIFA, PPC, CIMA, and CFA
3-5 years of relevant experience

Benefits

Comp & perks

Competitive salary
Bonuses and benefits
Generous time-away and health benefits from day one
Flexible work options
2-for-1 matching gifts for charitable contributions
Opportunity to secure annual grants for charitable organizations
On-demand professional development resources
Individual annual performance bonus
Capital’s annual profitability bonus
Retirement plan where Capital contributes 15% of eligible earnings
Paid time off
Medical benefits
Dental benefits
Retirement benefits