Public Private Solutions Sales Specialist (West)

Capital Group • Regional, OR

9d • $180,000 - $282,500 • Hybrid

About The Position

The Public Private Solutions (PPS) Sales Specialist is a client-facing specialist role focused on business development efforts for Capital Group’s public private suite of products across Wealth Management (WM) channels. This position requires team collaboration across WM Sales and Capital Group product teams and will be responsible for delivering point of sale expertise in representing Capital Group PPS in the West to financial advisors and portfolio solution strategists. While responsibilities are varied, it is expected that the PPS Specialist will focus efforts in the following areas:
Ability to represent PPS in market with product education, capital markets updates across private markets, guidance on interval funds, and portfolio construction guidance.
Partner with WM Sales to identify, prioritize and schedule territory travel; gain an understanding of and prioritize the highest opportunity zones and coverage frequency within their geographic territory.
Actively participate as a PPS sales and investment resource for sales force members in their territories; the expectation is that the position will require a minimum of 2-3 days of weekly territory travel to support 1:1 engagements, regional meetings and national events.
Synthesize information from across Capital Group teams and external partners to create timely capital market, competitor, and portfolio construction updates targeted to the needs of the sales force members in territory.
Lead stakeholder management as partner and resource for product across Sales leadership teams including Regional Sales and Marketing to ensure our message is relevant to the market; participate in regular product leadership meetings.
Coordinate delivery of relevant information and data on Private Market trends and fund-specific competitive landscape; some writing and collaboration with PPS marketing required; business intelligence across divisions and SFM.
Work closely with the PPS Product team and WM Sales Leadership on the creation and/or deployment of the PPS Sales and Marketing plan.
Help build, deliver and maintain all training to external sales force members in Wealth Management.

Requirements

• At least 5+ years of professional experience in Sales or Specialist positions engaging with Financial advisors and business development professionals.
• Experience across private markets, an understanding of private market fund structures including interval funds, and experience marketing across Wealth Management channels.
• Experience in building sales narratives centered around portfolio construction guidance.
• Strong analytical skills and the ability to analyze opportunities/issues and to recommend business solutions.
• Strong organizational, relationship, communication and presentation skills.
• A focus on achievements/outcomes and a drive to take initiative while demonstrating sound business judgment.
• Ability to develop, prioritize and implement best practices.
• A leadership style that is open, approachable, and informing.
• Wholly embrace American Funds and Capital Group's investment philosophy. Share in the commitment to increasing sales within a framework of long-term relationship building, teamwork, and the highest professional integrity.
• Ability to adapt and thrive in a startup opportunity within a large world class asset management firm.
• Bachelor’s Degree

Nice To Haves

• Master’s Degree
• CFA or CAIA

Responsibilities

• Represent PPS in market with product education, capital markets updates across private markets, guidance on interval funds, and portfolio construction guidance.
• Partner with WM Sales to identify, prioritize and schedule territory travel; gain an understanding of and prioritize the highest opportunity zones and coverage frequency within their geographic territory.
• Actively participate as a PPS sales and investment resource for sales force members in their territories; the expectation is that the position will require a minimum of 2-3 days of weekly territory travel to support 1:1 engagements, regional meetings and national events.
• Synthesize information from across Capital Group teams and external partners to create timely capital market, competitor, and portfolio construction updates targeted to the needs of the sales force members in territory.
• Lead stakeholder management as partner and resource for product across Sales leadership teams including Regional Sales and Marketing to ensure our message is relevant to the market; participate in regular product leadership meetings.
• Coordinate delivery of relevant information and data on Private Market trends and fund-specific competitive landscape; some writing and collaboration with PPS marketing required; business intelligence across divisions and SFM.
• Work closely with the PPS Product team and WM Sales Leadership on the creation and/or deployment of the PPS Sales and Marketing plan.
• Help build, deliver and maintain all training to external sales force members in Wealth Management.

Benefits

• Competitive salary
• Bonuses
• Generous time-away
• Health benefits from day one
• Flexible work options
• 2-for-1 matching gifts for charitable contributions
• Opportunity to secure annual grants for charitable organizations
• On-demand professional development resources
• Two annual bonuses
• Generous retirement contribution (Capital contributes 15% of eligible earnings)
• Individual annual performance bonus
• Capital's annual profitability bonus

What This Job Offers

• Job Type: Full-time
• Career Level: Senior