Investment Sales Associate - Exempt Organizations Dallas-Fort Worth, TX (Remote within Texas)

Full-time Dallas-Fort Worth, TX (Remote within Texas) Summr Capital Management About Summr Capital Management Summr Capital Management is a systematic investment manager and RIA operating at the intersection of data-driven strategy and institutional execution. We serve institutional clients across U.S. equities, macro, and alternative assets through proprietary AI-enabled research and portfolio construction. We believe in integrity, innovation, and excellence—delivering measurable results while maintaining the highest ethical standards. The Role We're seeking an Investment Sales Associate to build relationships with nonprofit organizations, foundations, and educational institutions. You'll work with boards, investment committees, and executive leadership to introduce institutional investment solutions designed for tax-exempt entity structures, endowment management, and mission-aligned capital strategies. What You'll Do Develop relationships with nonprofit boards, foundation trustees, and executive directors across Texas Educate leadership on investment strategies tailored to tax-exempt structures, fiduciary responsibilities, and endowment sustainability Analyze organizational financials and mission objectives to position solutions that balance growth, preservation, and distribution requirements Guide implementation from initial consultation through documentation, compliance, and ongoing portfolio stewardship Ensure adherence to IRS regulations, UPMIFA compliance, and SEC/FINRA requirements specific to nonprofit investing Skills & Experience Bachelor's degree or equivalent professional experience Licensing required: State Life & Health, SIE, Series 63, Series 65 Strong communication and relationship-building skills with nonprofit leadership Understanding of nonprofit governance, tax-exempt status, or endowment management preferred Track record of success in institutional sales or business development Entrepreneurial approach to market development and client acquisition Authorized to work in the United States; no visa or FISA sponsorship available Training & Development FINRA sponsorship for required licensing Comprehensive 120-day onboarding program with hands-on mentorship Access to nonprofit sector resources and tax-exempt investment training Compliance and regulatory guidance for exempt organization structures Personalized coaching from a dedicated VP focused on your success and relationship development Compensation & Benefits Competitive base salary, commission, and bonus structure tied to closed deals and relationship management Full benefits package: health, dental, vision, 401(k), ESPP, disability, life insurance Transportation reimbursement incentive program (TRIP) Our Culture We're a collaborative team driven by curiosity and execution. We value integrity in every client interaction, transparency in our processes, and results that exceed expectations. We invest in people who are committed to making a measurable impact in institutional finance. Interested in this role? We'd love to hear from you. Complete the application below and our team will be in touch. #J-18808-Ljbffr Summr