Investment Sales Associate - Partnerships 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.

The Role We're seeking an Investment Sales Associate to develop relationships with partnerships and multi-member entities.

You'll work with general partners, managing members, and partnership committees to introduce institutional investment solutions designed for partnership structures, capital allocation strategies, and partner distribution optimization.

What You'll Do Cultivate relationships with partnership leadership and investment decision-makers across Texas Educate partners and members on investment strategies tailored to partnership distributions, tax considerations, and collective capital strategy

Analyze partnership financials and objectives to position solutions that align with partnership agreements, distribution requirements, and long-term growth targets

Guide transaction execution from initial consultation through documentation, compliance, and ongoing relationship management

Navigate partnership-specific compliance including FINRA, SEC, and partnership agreement requirements

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 partnership leadership

Understanding of partnership structures, tax considerations, or institutional investing preferred

Track record of success in business development or institutional sales

Entrepreneurial mindset with demonstrated ability to source and close relationships

Authorized to work in the United States; no visa or FISA sponsorship available

Training & DevelopmentFINRA sponsorship for required licensing

Comprehensive 120-day onboarding program with hands-on mentorship

Access to partnership structure resources and tax-efficient investment training

Market development and prospecting support

Personalized coaching from a dedicated VP supporting your growth and client acquisition

Compensation & Benefits 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)
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.