Enterprise Client Relationship Manager

Capital Group•Los Angeles, CA

2d•$130,000 - $210,000•Hybrid

About The Position

As an Enterprise Client Relationships Manager, you will deliver Capital Group’s enterprise value to the firm’s strategically important global clients to enhance firm-wide strategy and provide a superior client experience to a select set of global financial institutions (herein referred to as “GFI”). You will represent the global, firm-wide Capital Group relationship and partnership with key global clients and share the value proposition of working with Capital Group. You will work closely with Capital Group’s Senior Relationship Manager and Relationship Manager counterparts at key global client firms to ensure interests are aligned in driving forward a mutually beneficial agenda that accounts for both firms’ priorities, fosters top-of-the-house connectivity, and surfaces opportunities to introduce new lines of business. You have coordinated high-impact strategic leadership engagements designed to discuss mutually important industry and business topics to materially advance the relationship. You will communicate Capital Group’s firm-wide initiatives and strategy with Enterprise Relationship Management “ERM”/GFI counterparts. You have experience creating and owning enterprise account plans / engagement roadmaps and relationship org charts. You will partner with North America and Europe/Asia Client Groups on briefing documents, relationship snapshots and talking points ahead of key GFI meetings with the Capital Group Management Committee. You have experience with circulating and actioning takeaways from executive meetings, workshops or strategic leadership summits and helping marshal resources to guide next steps. You will deepen all teams’ understanding of the client’s short- and long-term business priorities, objectives and pain points and empower local teams with global insights.

Requirements

BA or BS degree is required
Must hold a series 7 and 66
Minimum of 10 years financial services industry experience
Relationship management experience required
Strong PowerPoint and Excel skills
Strength in synthesizing information and presenting it in a distilled manner both in-person, virtually and in written form
Demonstrate in-depth knowledge of client engagement strategies and tactics
Proven track record of recognizing and communicating business-building insights
Experience working in a fast-paced environment that is characterized by innovation, collaboration, communication, iteration, and speed
Exhibit business acumen and professional maturity in working with all levels of associates, particularly possesses strong executive presence
Displays ability to initiate, develop, collaborate, and maintain good working relationships
Navigate and influence cross-functional teams to complete business objectives
Demonstrate intellectual curiosity and analytical thinking in areas of high complexity
Effective in using insight to influence groups and senior associates

Nice To Haves

Ideally a CFA and/or MBA

Responsibilities

Deliver Capital Group’s enterprise value to strategically important global clients.
Enhance firm-wide strategy and provide a superior client experience to a select set of global financial institutions (GFI).
Represent the global, firm-wide Capital Group relationship and partnership with key global clients.
Share the value proposition of working with Capital Group.
Work closely with Capital Group’s Senior Relationship Manager and Relationship Manager counterparts at key global client firms to ensure interests are aligned.
Drive forward a mutually beneficial agenda that accounts for both firms’ priorities.
Foster top-of-the-house connectivity.
Surface opportunities to introduce new lines of business.
Coordinate high-impact strategic leadership engagements designed to discuss mutually important industry and business topics.
Communicate Capital Group’s firm-wide initiatives and strategy with Enterprise Relationship Management “ERM”/GFI counterparts.
Create and own enterprise account plans / engagement roadmaps and relationship org charts.
Partner with North America and Europe/Asia Client Groups on briefing documents, relationship snapshots and talking points ahead of key GFI meetings with the Capital Group Management Committee.
Circulate and action takeaways from executive meetings, workshops or strategic leadership summits.
Marshal resources to guide next steps.
Deepen all teams’ understanding of the client’s short- and long-term business priorities, objectives and pain points.
Empower local teams with global insights.