Investment Sales Associate - Benefit Plans Dallas-Fort Worth, TX (Remote within Texas

Investment Sales Associate - Benefit Plans

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 and expand relationships within the employee benefits ecosystem. You’ll work with HR departments, benefits consultants, and corporate decision-makers to introduce tailored investment solutions designed for defined benefit plans, defined contribution plans, and executive retirement strategies.

• Cultivate institutional relationships within established benefits markets across Texas
• Educate decision-makers on investment products and portfolio construction aligned with plan objectives and fiduciary requirements
• Analyze client data to position solutions that optimize returns while managing plan‑specific risks
• Implement and manage the sales cycle from initial consultation through documentation and onboarding
• Navigate compliance with ERISA, DOL, and SEC requirements throughout the sales process

• Bachelor’s degree or equivalent professional experience
• Licensing required:
  State Life & Health, SIE, Series 63, Series 65
• Excellent communication skills with demonstrated ability to build trust and credibility with institutional audiences
• Entrepreneurial mindset with track record of exceeding targets
• Ability to learn complex investment structures and explain them clearly to non-technical audiences
• 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 institutional sales resources and product training
• Ongoing professional development opportunities
• Guidance from a dedicated VP supporting your growth and market development

• Competitive base salary
• Commission and bonus structure tied to closed deals and relationship growth
• 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.