Institutional Relationship Specialist

Capital Group • Scottsdale, AZ

2d

About The Position

As an Institutional Relationship Specialist, you will partner with Capital Group’s retirement plan sales teams to deliver education and point of sale expertise in representing Capital Group’s institutional retirement capabilities to advisors and large institutional clients, driving retirement plan asset growth in the large institutional market.

Requirements

• Bachelor’s degree required; CFA or MBA preferred.
• 10+ years of institutional sales or related experience.
• Strong understanding of the institutional retirement marketplace and client needs.
• Proven consultative selling, communication, critical thinking, and presentation skills.
• Demonstrate an understanding of the institutional marketplace and client needs, including ability to identify issues and recommend solutions on complex and broad matters.
• Demonstrate ability to understand and represent complex investment products, strategies, and solutions with prospects.
• Series 7, 63, and 66 licenses or equivalent.

Nice To Haves

• CFA or MBA preferred.

Responsibilities

• Support territory growth in the market by partnering with the Retirement Plan salesforce as they drive new business opportunities and sales across the large institutional retirement plan segment.
• Promote the Capital Group platform broadly to establish self as a trusted advisor and diversify the pipeline with meaningful engagement across the entire prospect universe.
• Serve as an institutional relationship expert for division management as well as internal and external sales force members.
• In conjunction with regional salesforce members, develop and execute territory market business plans to raise assets with institutional prospects in the plan market.
• In partnership with RP sales teams, identify and execute on cross-selling opportunities with current clients, including the introduction of new product rollouts.
• Support the RP sales teams as they drive territory growth through building a healthy pipeline across all stages of the sales cycle.
• Act as the single institutional point of contact for the assigned RP division including leveraging the institutional team and coordinating resources.
• Effectively collaborate with the broader functional teams (marketing, product management, institutional sales, and support teams; investment group; client analytics, investment specialists; retirement specialist group; consultant RM team) to drive awareness of institutional client needs and to drive sales.

Benefits

• competitive salary
• bonuses and benefits
• company-funded retirement contribution
• generous time-away and health benefits from day one, with the opportunity for flexible work options
• 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love
• on-demand professional development resources that allow you to hone existing skills and learn new ones
• individual annual performance bonus
• Capital’s annual profitability bonus
• 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