Relationship Manager, Outsourced Advisory Solutions

Capital Group•Los Angeles, CA

10d•$128,000 - $194,000

About The Position

“I can be myself at work.” You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workplace. We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community. “I can influence my income.” You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You’ll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses. “I can lead a full life.” You bring unique goals and interests to your job and your life. Whether you’re raising a family, you’re passionate about where you volunteer, or you want to explore different career paths, we’ll give you the resources that can set you up for success. Enjoy 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 As a HNW Relationship Manager, you will support our west coast Private Wealth Consultants (PWC) within Capital Group Private Client Services (PCS). This includes onboarding new HNW households in coordination with PWCs, external financial advisors, and in collaboration with PCS Senior Business Leaders. You will facilitate and advance opportunities with Advisors and the Capital Group salesforce members that support them. This includes tracking opportunities, creating proposals, and working to ensure Advisors and clients experience exceptional service. You will be responsible for accurate and compliant oversight, handoff and tracking of Advisor, client, and account activities. “I am the person Capital Group is looking for.” You have outstanding professional experience and industry knowledge, including knowledge of HNW planning issues, and you demonstrate strong sales and service acumen. You are results oriented, working successfully as an induvial or in a team to ensure deliverables are completed in a timely manner, and you are able to anticipate downstream impacts of decisions. You are a credible and influential, instilling trust through self-confident interactions and in-depth financial and business acumen. You are agile and entrepreneurial, able to anticipate and deliver on the needs of a sophisticated, and fast-paced business and possess the ability to simultaneously balance a wide range of projects. You are collaborative with internal and external stakeholders to drive business outcomes. You are tech savvy and able to quickly develop expertise on external/TAMP technology including proposal generation, account maintenance, and stay abreast of enhancements.

Requirements

outstanding professional experience and industry knowledge, including knowledge of HNW planning issues
demonstrate strong sales and service acumen
results oriented, working successfully as an induvial or in a team to ensure deliverables are completed in a timely manner, and you are able to anticipate downstream impacts of decisions
credible and influential, instilling trust through self-confident interactions and in-depth financial and business acumen
agile and entrepreneurial, able to anticipate and deliver on the needs of a sophisticated, and fast-paced business and possess the ability to simultaneously balance a wide range of projects
collaborative with internal and external stakeholders to drive business outcomes
tech savvy and able to quickly develop expertise on external/TAMP technology including proposal generation, account maintenance, and stay abreast of enhancements

Responsibilities

onboarding new HNW households in coordination with PWCs, external financial advisors, and in collaboration with PCS Senior Business Leaders
facilitate and advance opportunities with Advisors and the Capital Group salesforce members that support them
tracking opportunities, creating proposals, and working to ensure Advisors and clients experience exceptional service
responsible for accurate and compliant oversight, handoff and tracking of Advisor, client, and account activities

Benefits

competitive salary
bonuses
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