Associate Relationship Manager

Capital Group•Los Angeles, CA

15h•Remote

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

Bachelor’s degree
3+ years of financial services industry experience
Series 7 and 66 license or willingness to obtain them within the first 90 days
Maintain 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

Nice To Haves

Gathered information from a variety of sources, synthesized it, and presented it in a concise, compelling manner
Comfortable engaging new contacts through targeted outreach, introductory conversations, and follow‑up engagement
Generous collaborator and strong project manager, with the ability to influence a variety of personalities
Raise your hand when you see a problem or have a question
Colleagues turn to you for sound recommendations based on facts

Responsibilities

Facilitating prospecting for opportunities
Opportunity maintenance throughout the institutional sales cycle
Proactively support early‑stage relationship development within a defined subset of prospects
Initiating outreach and building familiarity with Capital Group ahead of formal opportunities
Create and maintain meaningful relationships
Engaging new contacts through targeted outreach, introductory conversations, and follow‑up engagement
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
Partner with internal resources on critical support initiatives such as reporting, data accuracy, and mass/automated communications
Prepare for final meetings
Develop relationships with key partners internally and externally
Uncover opportunities and move them through each stage of the sales cycle
Support early‑stage prospect engagement and discovery conversations that help generate future pipeline
Present strategies to clients and prospects
Coordinate all sales opportunities
Conduct effective meetings with external and internal contacts
Operate as the second‑in‑command on prospecting efforts
Independently advance defined relationships while partnering closely with BDMs for strategic direction and later‑stage engagement