Custom Models Consultant

Capital Group•Los Angeles, CA

5d•Onsite

About The Position

As a member of the Wealth Solutions team, you are responsible for facilitating custom model opportunities to support NACG’s efforts to raise and retain assets. Responsible for promoting the custom models program within Capital Group and also in market with financial advisors and registered investment advisors. Responsible for end-to-end facilitation of custom models opportunities including vetting, stakeholder coordination as part of the pipeline management, and ongoing support.

Requirements

Demonstrate in-depth knowledge of wealth management and institutional retirement business, and applicable investment products and solution with emphasis on the models and custom models offerings
Demonstrate in-depth knowledge of Capital Group investment and portfolio construction processes
Demonstrate in-depth knowledge in policies, practices, trends, and technology affecting the product
Demonstrate in-depth knowledge of relevant subject matter, tools and resources
Securities Industry Essentials, Series 7, Series 63/65 or 66 FINRA registrations
Ability to acquire CIMA, CFA, and/or CFP, or similar designations

Responsibilities

Coordinate cross-functional group including product, marketing, investment, client teams and other stakeholders to facilitate and service custom model opportunities
Drive custom model workflows and pipeline management to facilitate full end-to-end advisor experience
Serve as Custom Models program expert to facilitate trainings and raise visibility to program, capabilities, and resources
Serve as industry expert with deep understanding of client needs and industry trends to identify enhancements to best serve clients
Drive growth of custom models program and prioritize business development through client facing engagements in both 1:1 and in large client group settings.