Associate Relationship Manager

Capital Group•Los Angeles, CA

2d•Onsite

About The Position

As an Associate Relationship Manager at Capital Group, you will represent Capital’s Institutional Investment Services to the largest institutional corporate and public defined benefit and defined contribution plans. You will be responsible for facilitating prospecting for opportunities, as well as opportunity maintenance throughout the institutional sales cycle. In addition, you will proactively support early‑stage relationship development within a defined subset of prospects, including initiating outreach and building familiarity with Capital Group ahead of formal opportunities. You will partner with Business Development Managers (BDMs), the Consultant Relationship and Client Service teams, and Internal Sales & Support Coordinators (ISSC) in a sales‑oriented team model. This role is designed to augment and extend the Business Development Managers (BDM) relationship model, ensuring seamless coordination as opportunities develop. The environment is fast‑paced, and no two days are the same.

Requirements

Ability to gather information from a variety of sources, synthesize it, and present it in a concise, compelling manner.
Ability to create and maintain meaningful relationships and engage new contacts through targeted outreach, introductory conversations, and follow-up engagement.
Strong collaboration and project management skills, with the ability to influence a variety of personalities.
Ability to raise your hand when you see a problem or have a question, and provide sound recommendations based on facts.
Proficiency in using tools like Salesforce.
Maintaining a constant pulse on economic market trends and industry developments.
Deep level of investment expertise.
Ability to conduct effective meetings with external and internal contacts.
Strong sense of Capital Group processes and how to navigate within tight timelines in an institutional environment.
Ability to prioritize and organize responsibilities while handling multiple priorities.
Series 7 and 66 license or willingness to obtain them within the first 90 days.
Bachelor's degree.

Nice To Haves

Financial services industry experience is highly desired.

Responsibilities

Facilitating prospecting for opportunities and opportunity maintenance throughout the institutional sales cycle.
Proactively supporting early-stage relationship development within a defined subset of prospects, including initiating outreach and building familiarity with Capital Group ahead of formal opportunities.
Creating and maintaining meaningful relationships and engaging new contacts through targeted outreach, introductory conversations, and follow-up engagement, while remaining closely aligned with Business Development Managers (BDMs) on strategy, messaging, and prioritization.
Partnering with internal resources on critical support initiatives such as reporting, data accuracy, and mass/automated communications using tools like Salesforce.
Partnering with Business Development Managers (BDMs), the Consultant Relationship and Client Service teams, and Internal Sales & Support Coordinators (ISSC) in a sales-oriented team model.
Preparing for final meetings and developing relationships with key partners internally and externally.
Uncovering opportunities and moving them through each stage of the sales cycle, including supporting early-stage prospect engagement and discovery conversations that help generate future pipeline.
Presenting strategies to clients and prospects and coordinating all sales opportunities.
Conducting effective meetings with external and internal contacts when needed.
Operating as the second-in-command on prospecting efforts, independently advancing defined relationships while partnering closely with BDMs for strategic direction and later-stage engagement.
Prioritizing and organizing responsibilities while handling multiple priorities.