Associate Relationship Manager

“I can be myself at work.” You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workplace. We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.

About the role

As one of our Associate Relationship Managers, you will represent Capital’s Institutional Investment Services to the largest institutional corporate and public defined benefit and defined contribution plans. You have plenty of examples of times when you’ve gathered information from a variety of sources, synthesized it, and presented it in a concise, compelling manner. You will be responsible for facilitating prospecting for opportunities, as well as opportunity maintenance throughout the institutional sales cycle. In addition, you will proactively support early-stage relationship development within a defined subset of prospects, including initiating outreach and building familiarity with Capital Group ahead of formal opportunities.

You take the time to create and maintain meaningful relationships and are comfortable engaging new contacts through targeted outreach, introductory conversations, and follow-up engagement, while remaining closely aligned with Business Development Managers (BDMs) on strategy, messaging, and prioritization. You are a generous collaborator and strong project manager, with the ability to influence a variety of personalities. You raise your hand when you see a problem or have a question, and your colleagues turn to you for sound recommendations based on facts. Using tools like Salesforce, you’ll partner with internal resources on critical support initiatives such as reporting, data accuracy, and mass/automated communications.

You will partner with Business Development Managers (BDMs), the Consultant Relationship and Client Service teams, and Internal Sales & Support Coordinators (ISSC) in a sales-oriented team model. This role is designed to augment and extend the Business Development Managers (BDM) relationship model, ensuring seamless coordination as opportunities develop. If you’re up for a challenge, our environment is fast-paced, and no two days are the same.

Responsibilities

• Facilitate prospecting for opportunities and maintain opportunities throughout the institutional sales cycle
• Proactively support early-stage relationship development within a defined subset of prospects, including initiating outreach and building familiarity with Capital Group
• Engage new contacts through targeted outreach, introductory conversations, and follow-up engagement while aligning with BDMs on strategy, messaging, and prioritization
• Partner with internal resources on critical support initiatives such as reporting, data accuracy, and mass/automated communications using tools like Salesforce
• Collaborate with Business Development Managers (BDMs), Consultant Relationship and Client Service teams, and Internal Sales & Support Coordinators (ISSC) in a sales-oriented team model
• Prepare for final meetings and develop relationships with key partners internally and externally
• Uncover opportunities and move them through each stage of the sales cycle, including supporting early-stage prospect engagement and discovery conversations
• Present strategies to clients and prospects and coordinate all sales opportunities
• Conduct effective meetings with external and internal contacts
• Operate as the second-in-command on prospecting efforts, independently advancing defined relationships while partnering closely with BDMs for strategic direction and later-stage engagement

Requirements

• Bachelor’s degree
• 3+ years of financial services industry experience
• Series 7 and 66 license or willingness to obtain them within the first 90 days
• Maintain a constant pulse on economic market trends and industry developments with a deep level of investment expertise
• Strong sense of Capital Group processes and ability to navigate within tight timelines in an institutional environment
• Ability to prioritize and organize responsibilities while handling multiple priorities

Benefits

• Generous time-away and health benefits from day one, with the opportunity for flexible work options
• 2-for-1 matching gifts for charitable contributions and the opportunity to secure annual grants for organizations you love
• Access to on-demand professional development resources to hone existing skills and learn new ones
• Company-funded retirement contribution of 15% of eligible earnings
• Individual annual performance bonus plus Capital’s annual profitability bonus

Pay

Southern California Base Salary Range: $125,909-$201,454. In addition to a highly competitive base salary, you will be eligible for an individual annual performance bonus, plus Capital’s annual profitability bonus.