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Director, Wealth Management & Advisor Sales; Equity

Job in New York, New York County, New York, 10261, USA
Listing for: Capitalize
Full Time position Listed on 2026-11-10
Job specializations:
  • Finance & Banking
    Financial Sales
  • Sales
    Director of Sales, Financial Sales
Salary/Wage Range or Industry Benchmark: 160000 - 190000 USD Yearly USD 160000.00 190000.00 YEAR

Job Description & How to Apply Below

Position: Director, Wealth Management & Advisor Sales (Equity)
Location: New York

Capitalize is looking for a Director of Wealth Management & Advisor Sales to accelerate growth across enterprise wealth-management clients. You’ll own the end-to-end sales process, building pipeline through relationships and strategic outreach, negotiating deals, and closing high-impact contracts.

You’ll collaborate with Marketing, Customer Success, Product, and executives while shaping the Advisor GTM playbook.

Join us at Capitalize as our next Director, Wealth Management & Advisor Sales (Equity) in New York, NY, United States.

The following opening is for a Director, Wealth Management & Advisor Sales (Equity) with Capitalize.

Our organisation is growing, and we are hiring a Director, Wealth Management & Advisor Sales (Equity) in New York, NY, United States.

This opening is for the Director, Wealth Management & Advisor Sales (Equity) role at Capitalize.

We are seeking a motivated Director, Wealth Management & Advisor Sales (Equity) to join Capitalize in New York, NY, United States.

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