Sales Support Coordinator

About the role

As a Sales Support Coordinator aligned with Wealth Management, you will play a central role in supporting sales teams by driving advisor engagement through strategic scheduling and territory coordination. In this role, you will partner closely with Sales Force Members and territory teams to execute outreach strategies, manage meeting logistics, and ensure seamless coordination across stakeholders. You will serve as a key point of contact for territory operations, managing calendars, communications, and reporting, while helping optimize productivity and engagement across multiple territories. Through proactive outreach, data utilization, and strong relationship management, you will contribute directly to the effectiveness of the sales organization and the experience we deliver to advisors.

Responsibilities

• Drive advisor engagement through strategic scheduling and territory coordination
• Partner closely with Sales Force Members and territory teams to execute outreach strategies
• Manage meeting logistics and ensure seamless coordination across stakeholders
• Serve as a key point of contact for territory operations, managing calendars, communications, and reporting
• Help optimize productivity and engagement across multiple territories

Qualifications

• Thrive in a fast-paced environment and can manage multiple priorities with strong organization and attention to detail
• Take a proactive approach to outreach and coordination, driving engagement and ensuring effective execution
• Build strong relationships and partner effectively with internal teams and external advisors to deliver seamless experiences
• Comfortable leveraging systems and tools (e.g., CRM, reporting) to manage data and improve outcomes
• Approach challenges with a problem-solving mindset and adapt quickly as priorities evolve
• Collaborative team player with an interest in growing your business acumen and developing within the organization

Pay

San Antonio Base Salary Range: $52,215-$83,544. In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.

Benefits

• Generous time-away and health benefits from day one, with the opportunity for flexible work options
• Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love
• Access on-demand professional development resources that allow you to hone existing skills and learn new ones

Schedule

Flexible work options available.