Sales Coach

Sales Coach

You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniquenessand we're committed to fostering a strong sense of belonging in a respectful workplace.

We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.

You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You'll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses.

You bring unique goals and interests to your job and your life. Whether you're raising a family, you're passionate about where you volunteer, or you want to explore different career paths, we'll give you the resources that can set you up for success.

• 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

As a Sales Coach, you will help drive global sales performance by facilitating onboarding and in-role development, delivering 1:1 and cohort-based coaching, and strengthening the quality of sales conversations across all Client Groups. You will partner with managers and sales leaders to support associate readiness, build role-specific competencies, and use AI-enabled coaching tools to scale practice, feedback, and development of worldwide talent.

You will facilitate onboarding and recurring development programs for sales associates across roles, sites, and regions.

You will deliver competency-based 1:1 coaching using structured intake, coaching plans, observations, manager alignment, and scorecard reviews.

You will coach associates through the full sales conversation, including openings, discovery, storytelling, product positioning, objection handling, and closing.

You will apply established coaching frameworks and playbooks to create consistency, accountability, and measurable behavior change.

You will partner with managers as a consultative third party, reinforcing manager ownership while supporting associate development.

You will design and refine coaching scenarios that reflect real sales situations, and help associates build confidence and readiness.

You bring sales credibility, facilitation expertise, investment acumen, executive presence, adaptability, and curiosity for how AI can enhance coaching and development.

You will have 3+ years in sales, sales enablement, sales coaching, training, or advisor-facing role at a financial services or asset management firm with a proven ability to influence sales performance and drive behavior change.

You have a SIE, Series 7, and Series 66. If you aren't currently licensed, you must obtain them within the first 60 days of hire.

You will hold a bachelor's degree with an advanced degrees or industry designations (CIMA, CAIA, CFP, or equivalent) preferred.

New York Base Salary Range: $133,471-$213,554

In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.

You can learn more about our compensation and benefits here.

* Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans.

We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.