Enterprise Growth Relationship Specialist

Capital Group • Los Angeles, CA

3d

About The Position

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.

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.

Benefits

• Competitive salary, bonuses and benefits.
• Company-funded retirement contribution will factor in salary and variable pay, including bonuses.
• 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
• Individual annual performance bonus, plus Capital’s annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees