Institutional Client Relationship Manager
About The Position
As a Client Relationship Manager in Capital Group’s Institutional Client Service Group, you will oversee and service a territory of institutional investor clients, including large corporate, public, and endowment/foundation plan sponsors. These clients invest across Capital Group’s equity, fixed income, and multi-asset offerings and include defined benefit pension providers, defined contribution plan sponsors, and nonprofit or university endowments and foundations. You will join a Midwest team that includes a Senior Relationship Manager, an Associate Relationship Manager, and an Institutional Sales Support Coordinator. You will work directly with institutional clients and their field consultants, partnering and coordinating across Capital Group’s institutional teams and other internal resources that support client service. Your primary focus will be retaining and growing relationships with the institutional clients in your territory. The role involves working outside the office, making proactive client calls and visits, and delivering a superior client service experience. Flexibility to travel is required.
Requirements
- At least 10 years of financial services experience, including at least 5 years in the institutional space.
- A track record of excellence in client service and sales in the institutional channel.
- Strong communication skills, including the ability to deliver presentations and lead teams to successful client outcomes.
- Experience navigating Capital Group’s internal resources to deliver excellent client service.
- Flexibility to travel.
- Series 7 registration.
- Series 66 or Series 63 registration.
- Series 65 registration.
Responsibilities
- Oversee and service a territory of institutional investor clients.
- Retain and grow relationships with institutional clients in the territory.
- Make proactive calls and visits to clients to deliver a superior client service experience.
- Work directly with institutional clients and their field consultants.
- Coordinate and collaborate with Capital Group’s institutional teams and other internal resources to support client service.
- Deliver client-service and sales outcomes, including presentations and team leadership toward successful client outcomes.
Benefits
- Competitive salary and bonuses, including an individual annual performance bonus and Capital’s annual profitability bonus, subject to plan guidelines, restrictions, and vesting requirements.
- Company-funded retirement plan; Capital contributes 15% of eligible earnings.
- Generous time away and health benefits from day one.
- Flexible work options.
- Matching gifts at a 2-for-1 rate for charitable contributions, with the opportunity to secure annual grants for organizations.
- On-demand professional development resources.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
