Investment Sales Associate - Exempt Organizations Dallas-Fort Worth, TX; Remote 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.

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.

• 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

• 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

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

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)

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.

We'd love to hear from you. Complete the application below and our team will be in touch.