Relationship Specialist

“I can succeed as a Relationship Specialist - Investment Resources at Capital Group.”

As a Relationship Specialist you will partner with a Relationship Manager to influence sales growth within Capital Group’s strategic intermediary firms in North America by expanding platform access and servicing home office research groups. You will identify business development opportunities, as well as manage relationships with the firms’ research groups, by analyzing, identifying, and recommending investment strategies.

“I am the person Capital Group is looking for.”

•You will partner closely with the Relationship Manager to build and maintain relationships with strategic intermediaries by developing & executing business plans, delivering resources and proactively engaging clients

•You will represent CG by meeting with home office research clients and prospects virtually and in person with travel up to 25%

•You will represent intermediary firm views to the broader CG organization by sharing alignment of opportunities and firm priorities through research and analysis of investment results, industry trends and firm-specific business models/priorities

•You will provide premier service to home office research clients by managing key deliverables and lead the coordination of Requests for Information (RFI)/Requests for Proposals (RFP) from assigned intermediaries

•You will drive product availability, upgrades, and placements with strategic intermediary firms through proactive engagement and utilization of CG resources

•You demonstrate working knowledge of compliance/regulatory requirements

•You have 3 plus years financial service experience preferably in sales, relationship, or account management

•You hold in-depth knowledge of investment concepts and financial analysis as acquired through CIMA, CFA, and/or similar designations

• Note: You must hold and or obtain within the first 90 days of employment the SIE, Series 7, 63/65, or 66

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Southern California Base Salary Range: $116,974-$187,158

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San Antonio Base Salary Range: $96,162-$153,859

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New York Base Salary Range: $123,999-$198,398

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Indianapolis Base Salary Range: $102,428-$163,885

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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.

You can learn more about our compensation and benefits here.

* Temporary positions in Canada and the United States are excluded from the above mentioned compensation and benefit plans.

We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.