Capital Group-posted 4 days ago
$110,253 - $176,405/Yr
Full-time • Mid Level
Indianapolis, IN
5,001-10,000 employees

As an Investment Resources Relationship Specialist, you will partner with the Investment Resources Relationship Manager to influence sales growth within Capital Group’s strategic intermediary firms in North America by expanding platform access and servicing home office research groups. You will identify business development opportunities, as well as manage relationships with the firms’ research groups, by analyzing, identifying, and recommending investment strategies.

  • Partner closely with the Relationship Manager to build and maintain relationships with strategic intermediaries by developing & executing business plans, delivering traditional and nontraditional resources and proactively engaging clients
  • Represent CG by meeting with home office research clients and prospects virtually and in person with up to 25% travel
  • Represent intermediary firm views to the broader CG organization by sharing alignment of opportunities and firm priorities through research and analysis of investment results, industry trends and firm-specific business models/priorities
  • Provide premier service to home office research clients by managing key deliverables and lead the coordination of Requests for Information (RFI)/Requests for Proposals (RFP) from assigned intermediaries
  • You demonstrate working knowledge of compliance/regulatory requirements
  • SIE, Series 7 and 63 (or equivalent 66) are required to apply
  • CFA and/or CIMA designations are highly preferred
  • 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
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