Custom Models Consultant

I can be myself at work.

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.

I can influence my income.

• Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide.
• You’ll receive a competitive salary, bonuses and benefits.
• Your company-funded retirement contribution will factor in salary and variable pay, including bonuses.

I can lead a full life.

• You bring unique goals and interests to your job and your life.
• We’ll give you the resources that can set you up for success.
• Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options.
• Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love.
• Access on-demand professional development resources that allow you to hone existing skills and learn new ones.

I can succeed as a Custom Models Consultant at Capital Group

• Facilitate custom model opportunities to support NACG’s efforts to raise and retain assets.
• Promote the custom models program within Capital Group and in markets with financial advisors and registered investment advisors.
• Facilitate end-to-end facilitation of custom model opportunities including vetting, stakeholder coordination as part of the pipeline management, and ongoing support.
• Coordinate cross-functional group including product, marketing, investment, client teams and other stakeholders to facilitate and service custom model opportunities.
• Drive custom model workflows and pipeline management to facilitate full end-to-end advisor experience.
• Serve as Custom Models program expert to facilitate trainings and raise visibility to program, capabilities, and resources.
• Demonstrate in-depth knowledge of wealth management and institutional retirement business, and applicable investment products and solutions with emphasis on the models and custom models offerings.
• Demonstrate in-depth knowledge of Capital Group investment and portfolio construction processes.
• Demonstrate in-depth knowledge in policies, practices, trends, and technology affecting the product.
• Demonstrate in-depth knowledge of relevant subject matter, tools and resources.

I am the person Capital Group is looking for

• Securities Industry Essentials, Series 7, Series 63/65 or 66 FINRA registrations.
• Ability to acquire CIMA, CFA, and/or CFP, or similar designations.

I can apply in less than 4 minutes.

You’ve reviewed this job posting and you’re ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn’t what you’re looking for, check out our other opportunities and join our talent community.

I Can Learn More About Capital Group.

At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That’s why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people’s lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor.

Southern California Base Salary Range

$179,273-$286,837