XC Wealth Management Consultant - Cleveland
About The Position
As a Wealth Management Consultant at Capital Group, you will be a key member of the wholesaling team, leading sales initiatives in the Cross Channel segment. You will identify the needs of firms and their representatives and coordinate efforts to address them. You will manage American Funds Distributions’ presence, relationships, and business results with key firms, deliver motivational and informative presentations, set goals and measure performance, and collaborate with Senior Sales Force members to identify opportunities to improve investor outcomes. The territory is Cleveland. The role calls for leading and motivating a territory team that includes an Internal Wholesaler, Divisional Wholesaler, and Regional Wholesaler, as well as partnering with Retirement Plan Wholesalers and asset class, vehicle, and practice management specialists to drive results. Capital Group describes its workplace as respectful and inclusive, and offers competitive compensation, bonuses, benefits, retirement contributions, time away, health benefits, flexible work options, charitable giving support, and professional development resources. The role’s base salary is listed as $75,000/100,000+, plus applicable sales commissions and bonuses; actual compensation may vary based on experience and skills. The position may also be eligible for additional compensation and benefits, including an individual annual performance bonus, Capital’s annual profitability bonus, and a retirement plan to which Capital contributes 15% of eligible earnings.
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.
- Proven track record and deep technical knowledge of portfolio construction.
- Ability to leverage technology to create custom analysis, such as Excel, PowerPoint, and Tableau.
- 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 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 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 Retirement Plan Wholesalers and asset class, vehicle, and practice management specialists to drive results.
Benefits
- Competitive salary, sales commissions, and bonuses
- Company-funded retirement contribution, including a retirement plan contribution of 15% of eligible earnings
- Generous time away and paid time off
- Health benefits, including medical and dental
- Flexible work options
- Matching charitable gifts at a 2-for-1 rate and opportunities to secure annual grants for charitable organizations
- On-demand professional development resources
- Individual annual performance bonus and annual profitability bonus
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
