XC Wealth Management Consultant - Philadelphia
About The Position
The Wealth Management Consultant is a key member of Capital Group’s wholesaling team, leading sales initiatives in the Cross Channel segment. The role identifies the needs of firms and their representatives and coordinates efforts to address them. It manages American Funds Distributions’ presence, relationships, and business results with key firms, and delivers motivational and informative presentations. The consultant sets goals, measures performance, collaborates with other Senior Sales Force members, and identifies opportunities to improve investor outcomes. The territory is Philadelphia. The position calls for a proven track record in third-party distribution, broad knowledge of ETF, mutual fund, SMA, and CIT businesses and sales cultures, and the ability to build long-term relationships. The consultant leads a territory team and partners with retirement plan wholesalers and specialists to drive results. Capital Group describes a culture focused on belonging, diverse perspectives, integrity, client focus, long-term thinking, and community. The role offers flexible work options, generous time away and health benefits, professional development resources, and compensation that may include salary, commissions, bonuses, and retirement contributions.
Requirements
- Proven track record in third-party distribution.
- Broad knowledge of ETF, mutual fund, SMA, and CIT businesses and sales cultures.
- Demonstrated ability to build long-term relationships.
- Ability to lead and motivate a territory team.
- Ability to partner effectively with retirement plan wholesalers and specialists.
- Proven track record and deep technical knowledge of portfolio construction.
- Ability to leverage technologies such as Excel, PowerPoint, and Tableau to create custom analysis.
- Ability to synthesize information and present it in a distilled manner.
- One or more of the following designations: Series 7, AIF, AIFA, PPC, CIMA, or CFA.
Responsibilities
- Lead sales initiatives in the Cross Channel segment.
- Identify the needs of firms and firm representatives and coordinate efforts to serve those needs.
- Manage American Funds Distributions’ presence, relationships, and business results with key firms.
- Deliver motivational and informative presentations.
- Set goals and measure performance against them.
- Collaborate with other Senior Sales Force members to identify opportunities for better investor outcomes.
- Lead and motivate a territory team consisting of an Internal Wholesaler, Divisional Wholesaler, and Regional Wholesaler.
- Partner with the Retirement Plan Wholesaler and asset class, vehicle, and practice management specialists to drive results.
- Use technology to create custom analyses and synthesize information for clear presentations.
Benefits
- Competitive base salary and applicable sales commissions and bonuses.
- Individual annual performance bonus and Capital’s annual profitability bonus, subject to plan guidelines and eligibility rules.
- Company retirement contribution, described as 15% of eligible earnings; the posting also notes contributions factor in salary and variable pay, including bonuses.
- Paid time off and generous time away.
- Medical, dental, and health benefits.
- Flexible work options.
- Two-for-one matching gifts for charitable contributions and opportunities to secure annual grants for organizations.
- On-demand professional development resources.
- Standard benefits package and retirement plan.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
