XC Wealth Management Consultant - Indianapolis
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 those needs. It manages American Funds Distributions’ presence, relationships, and business results with key firms. The consultant delivers motivational and informative presentations, sets goals and measures performance, and collaborates with other Senior Sales Force members to identify opportunities that can improve investor outcomes. The territory is Indianapolis.
Requirements
- Proven track record in third-party distribution.
- Broad knowledge of ETF, Mutual Fund, SMA, and CIT business and sales cultures.
- Demonstrated ability to build long-term relationships.
- Proven track record and deep technical knowledge of portfolio construction.
- Ability to leverage technologies 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 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 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.
Benefits
- Competitive base salary, applicable sales commissions, and bonuses.
- Individual annual performance bonus and Capital’s annual profitability bonus, subject to plan guidelines and applicable rules.
- Retirement plan with a company contribution of 15% of eligible earnings.
- Paid time off.
- Medical, dental, and retirement benefits.
- Generous time-away and health benefits from day one.
- Flexible work options.
- 2-for-1 matching gifts for charitable contributions and the opportunity to secure annual grants for organizations.
- On-demand professional development resources.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
