Enterprise Growth Relationship Specialist

Capital Group•Indianapolis, IN

3d•$110,253 - $176,405

About The Position

“I can be myself at work.” You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workplace. We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community. “I can influence my income.” You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You’ll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses. “I can lead a full life.” You bring unique goals and interests to your job and your life. Whether you’re raising a family, you’re passionate about where you volunteer, or you want to explore different career paths, we’ll give you the resources that can set you up for success. Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love Access on-demand professional development resources that allow you to hone existing skills and learn new ones “I can succeed as a Relationship Specialist – Enterprise Growth at Capital Group.” As a Relationship Specialist supporting enterprise clients, you will partner with account leadership and cross‑functional teams to develop and execute enterprise‑level business plans that deepen relationships, drive strategic initiatives, and support Capital Group’s distribution objectives. “I am the person Capital Group is looking for.’ You will partner closely with enterprise account leaders to develop and execute customized business plans aligned to client priorities and enterprise strategies. You will analyze client intelligence and feedback to identify opportunities, recommend solutions, and shape initiatives that drive stronger partnership and results. You will build, manage, and deepen relationships with key enterprise clients through consistent engagement and thoughtful collaboration. You will support regional and national marketing strategies, aligning campaigns, product initiatives, and solutions with enterprise client objectives. You will represent Capital Group in meetings, conferences, webinars, and forums, serving as a presenter or facilitator as needed. You will serve as a point of contact for service, support, and education, coordinating internal resources to meet enterprise client needs. You will maintain accurate client intelligence within relationship management systems and collaborate across teams to ensure alignment and execution. You have experience in account management, client relationship management, or sales‑related roles within the financial services industry. You demonstrate strong knowledge of wealth management solutions, financial markets, and enterprise distribution models. You have a bachelor’s degree or equivalent experience You hold the required securities registrations (SIE, Series 7 and 66 or equivalent). Travel Requirement: Up to 50% of the time “I can apply in less than 4 minutes.” You’ve reviewed this job posting and you’re ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn’t what you’re looking for, check out our other opportunities and join our talent community. “I can learn more about Capital Group.” At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That’s why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people’s lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor.‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ Indianapolis Base Salary Range: $110,253-$176,405 ‎ ‎ ‎ ‎ ‎ ‎ In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital’s annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings. You can learn more about our compensation and benefits here. Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans. We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law. Capital Group is one of the largest and most trusted financial companies in the world, with the goal of improving people's lives through successful investing. Our shared values of integrity, client focus, long-term view, diverse perspectives and community inspire our associates every day. A career at Capital Group means having countless opportunities to explore, grow and succeed. Learn more about compensation & retirement Learn more about our benefits Learn more about our hybrid schedule Learn more about our culture and core values Learn more about our commitment to responsible AI and how it shapes your candidate experience

Requirements

Experience in account management, client relationship management, or sales‑related roles within the financial services industry.
Demonstrate strong knowledge of wealth management solutions, financial markets, and enterprise distribution models.
Bachelor’s degree or equivalent experience
Hold the required securities registrations (SIE, Series 7 and 66 or equivalent).
Travel Requirement: Up to 50% of the time

Responsibilities

Partner closely with enterprise account leaders to develop and execute customized business plans aligned to client priorities and enterprise strategies.
Analyze client intelligence and feedback to identify opportunities, recommend solutions, and shape initiatives that drive stronger partnership and results.
Build, manage, and deepen relationships with key enterprise clients through consistent engagement and thoughtful collaboration.
Support regional and national marketing strategies, aligning campaigns, product initiatives, and solutions with enterprise client objectives.
Represent Capital Group in meetings, conferences, webinars, and forums, serving as a presenter or facilitator as needed.
Serve as a point of contact for service, support, and education, coordinating internal resources to meet enterprise client needs.
Maintain accurate client intelligence within relationship management systems and collaborate across teams to ensure alignment and execution.