XC Wealth Management Cosultant - Kansas City

Capital Group•Scottsdale, AZ

2d•$75,000 - $100,000•Remote

About The Position

As one of our Wealth Management Consultants, you will be a key member of our wholesaling team leading sales initiatives in the Cross Channel segment, identifying firm and firm representatives' needs and coordinate efforts to serve those needs. You’ll manage American Funds Distributions presence, relationships and business results with key firms. You excel at delivering motivational and informative presentations. You’re motivated by setting goals and measuring your performance against them. You are a well-rounded collaborator and work skillfully with other Senior Sales Force members to identify opportunity for better investor outcomes.

Requirements

Proven track record in third-party distribution.
Broad knowledge of the ETF, Mutual Fund, SMA and CIT business and sales cultures.
Demonstrated ability to build long-term relationships.
Deep technical knowledge of portfolio construction.
Series 7, AIF, AIFA, PPC, CIMA, and CFA designations.

Responsibilities

Lead sales initiatives in the Cross Channel segment.
Identify firm and firm representatives' needs 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 skillfully with other Senior Sales Force members to identify opportunities for better investor outcomes.
Effectively lead and motivate a territory team consisting of an Internal Wholesaler, Divisional Wholesaler and Regional Wholesaler.
Partner with Retirement Plan Wholesaler, asset class, vehicle and practice management specialists to drive results.
Leverage technologies to create custom analysis (Excel, PowerPoint, Tableau, etc.).
Synthesize information and present it in a distilled manner.