XC Wealth Management Consultant - Houston
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 (one or more required).
Nice To Haves
- Ability to lead and motivate a territory team consisting of an Internal Wholesaler, Divisional Wholesaler and Regional Wholesaler.
- Strong partner with your Retirement Plan Wholesaler, asset class, vehicle and practice management specialists to drive results.
- Proficiency in leveraging technologies to create custom analysis (Excel, PowerPoint, Tableau, etc.).
- Skill in synthesizing information and presenting it in a distilled manner.
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.
- 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.
Benefits
- Competitive salary
- Bonuses
- Company-funded retirement contribution (factors in salary and variable pay, including bonuses)
- Generous time-away
- Health benefits from day one
- Flexible work options
- 2-for-1 matching gifts for charitable contributions
- Annual grants for charitable organizations
- On-demand professional development resources
- Individual annual performance bonus
- Capital's annual profitability bonus
- Retirement plan with 15% of eligible earnings contribution from Capital
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
