Strategic Relationship Manager

Capital Group•Scottsdale, AZ

1d•Hybrid

About The Position

The Strategic Relationship Manager is a seasoned professional responsible for leading firm relationships end-to-end—setting the growth strategy, owning the relationship plan, and driving execution across lines of business and internal functions to achieve defined growth targets. The role drives firm engagement through product launches, targeted initiatives, strategic training programs, event participation, data analysis and insights, and coordinated field education and communication. This role supports the North American Client Group (NACG) by cultivating strong client partnerships. The Strategic Relationship Manager plays a critical role in advancing business development, strengthening client relationships, and executing strategic initiatives. By leveraging deep industry knowledge and strong interpersonal skills, the individual in this role contributes significantly to the success of the North American Client Group (NACG). Capital Group values authenticity, performance-based compensation, and work-life balance, offering resources for professional and personal success.

Requirements

Sales and/or general business management experience
Series 7, 66 required
BA/BS degree
Frequent domestic travel, up to 50% of the time
Strategic thinking and assessment
Planning and organizational skills
Sales and business development
Impeccable communication skills (written and verbal)
Business management
Investment, product, and share class knowledge
Client firm (business, products, platforms) knowledge
Business negotiation
Relationship management

Responsibilities

Serve as the relationship leader and primary point of accountability for assigned firms, owning the end-to-end relationship strategy, engagement model, and outcomes across the Line of Business (LOB).
Establish and deepen executive-level relationships within client firms, aligning Capital Group’s capabilities to firm priorities, organizational structure, centers of influence, and decision-making frameworks.
Determine and continuously refine the optimal engagement model for each firm, coordinating internal resources and partners to deliver a cohesive, high-impact client experience.
Act as the subject-matter expert and strategic voice, representing the firm internally and externally with credibility and influence.
Develop and execute customized growth plans for key intermediaries, grounded in firm strategy, advisor segmentation, growth priorities, and platform dynamics.
Conduct firm-specific research, analysis, and intelligence gathering—leveraging intermediary data, third-party insights, and internal analytics—to identify growth opportunities and strategic gaps.
Maintain a deep understanding of each firm’s existing and prospective advisor base, platform structure, and product landscape to inform engagement strategies.
Identify LOB opportunities and recommend strategic sales and marketing growth initiatives in close partnership with key functional partners.
Identify, position, and advance products and solutions that align with firm goals, advisor demand, and platform requirements.
Drive firm engagement through high-impact conferences, events, and speaking opportunities, ensuring thoughtful engagement and measurable outcomes.
Develop and deliver client-ready materials for client meetings, conferences, and strategic forums, clearly articulating value, differentiation, and growth opportunities.
Serve as the central orchestrator of the firm plan for assigned firms—coordinating across sales, marketing, product, compliance, and senior leadership to ensure aligned execution and accountability.
Lead and oversee plan execution activities to ensure cross-functional teams’ success against achieving firm growth objectives.
Communicate firm-specific opportunities, priorities, and insights to internal stakeholders, including the sales force, ensuring clarity, focus, and disciplined execution.
Lead sales desk education efforts, including the development and execution of training plans and ongoing engagement with senior sales desk leadership.
Gather and synthesize intermediary feedback to inform strategy refinement, initiative prioritization, and continuous improvement.