ETF & SMA Hybrid Sales Specialist

Capital Group • New York, NY

4d • $105,459 - $168,734 • Hybrid

About The Position

As one of our Hybrid Sales Specialist, you will be partnering with our sales teams to meet with clients both virtually and in-person to further the sales discussion and act as a subject matter expert on Separately Managed Accounts (SMA) and Exchange Traded Funds (ETF). The Hybrid Sales Specialist role will be based in Capital Group’s New York office and also require 60-75% travel. You will be responsible for delivering point of sale expertise in representing Capital Group/American Funds’ SMA and ETF strategies to financial advisors.

Requirements

• Leverage 3-5 years of internal or hybrid wholesaling experience and ETF/SMA experience, along with strong communication, analytical, and problem-solving skills.
• Must hold a SIE, Series 7 & 66 to apply.

Nice To Haves

• CFA, CIMA, CETF, or CFP preferred.

Responsibilities

• Serve as the primary point of contact for Regional Sales Office and Hybrid Sales teams, driving advisor meeting coordination and expanding ETF/SMA adoption.
• Lead internal and external communication and education initiatives on Capital Group’s tax-efficient vehicles, ensuring sales teams are well-equipped with product knowledge.
• Represent Capital Group’s tax-efficient business at conferences, firm events, and internal programs in partnership with broader sales teams.
• Act as the voice of the field, partnering with Product and Marketing teams to deliver insights and support new material development.

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.
• 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.
• Capital contributes 15% of your eligible earnings to retirement plan.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed