Associate Relationship Manager
About The Position
As an Associate Relationship Manager at Capital Group, you will represent Capital’s Institutional Investment Services to large institutional corporate and public defined benefit and defined contribution plans. This role involves facilitating prospecting, managing opportunities throughout the institutional sales cycle, and proactively supporting early-stage relationship development within a defined subset of prospects. You will initiate outreach, build familiarity with Capital Group ahead of formal opportunities, and create and maintain meaningful relationships. You are comfortable 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. You are a generous collaborator and strong project manager, with the ability to influence a variety of personalities. You will partner with internal resources on critical support initiatives such as reporting, data accuracy, and mass/automated communications, using tools like Salesforce. You will also 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 augments and extends the Business Development Managers (BDM) relationship model, ensuring seamless coordination as opportunities develop in a fast-paced environment where 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
- Deep level of investment expertise
- Ability to maintain a constant pulse on economic market trends and industry developments
- Ability to operate as the second-in-command on prospecting efforts, independently advancing defined relationships while partnering closely with BDMs for strategic direction and later-stage engagement.
- 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, and your colleagues turn to you for sound recommendations based on facts.
Responsibilities
- Facilitate prospecting for opportunities and opportunity maintenance throughout the institutional sales cycle.
- 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.
- Create and maintain meaningful relationships and engage new contacts through targeted outreach, introductory conversations, and follow-up engagement.
- Remain closely aligned with Business Development Managers (BDMs) on strategy, messaging, and prioritization.
- Partner with internal resources on critical support initiatives such as reporting, data accuracy, and mass/automated communications using tools like Salesforce.
- 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.
- Prepare for final meetings and develop relationships with key partners internally and externally.
- Uncover opportunities and move them through each stage of the sales cycle, including supporting early-stage prospect engagement and discovery conversations that help generate future pipeline.
- Present strategies to clients and prospects and coordinate all sales opportunities.
- Conduct effective meetings with external and internal contacts.
- Operate as the second-in-command on prospecting efforts, independently advancing defined relationships while partnering closely with BDMs for strategic direction and later-stage engagement.
- Prioritize and organize responsibilities while handling multiple priorities within tight timelines in an institutional environment.
Benefits
- Competitive salary
- Bonuses
- Company-funded retirement contribution (factors in salary and variable pay, including bonuses)
- Generous time-away benefits from day one
- Health benefits from day one
- Opportunity for flexible work options
- 2-for-1 matching gifts for charitable contributions
- Opportunity to secure annual grants for organizations
- Access on-demand professional development resources
- Individual annual performance bonus
- Capital's annual profitability bonus
- Retirement plan where Capital contributes 15% of eligible earnings
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
