ETF & SMA Hybrid Sales Specialist

“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 Hybrid Sales Specialists, you will partner with our sales teams to meet with clients both virtually and in-person to further the sales discussion and act as a subject matter expert on Separately Managed Accounts (SMA) and Exchange Traded Funds (ETF). The role will be based in Capital Group’s New York office and require 60-75% travel.

Responsibilities

• Serve as the primary point of contact for Regional Sales Office and Hybrid Sales teams, driving advisor meeting coordination and expanding ETF/SMA adoption.
• Lead internal and external communication and education initiatives on Capital Group’s tax-efficient vehicles, ensuring sales teams are well-equipped with product knowledge.
• Represent Capital Group’s tax-efficient business at conferences, firm events, and internal programs in partnership with broader sales teams.
• Act as the voice of the field, partnering with Product and Marketing teams to deliver insights and support new material development.

Requirements

• 3-5 years of internal or hybrid wholesaling experience and ETF/SMA experience.
• Strong communication, analytical, and problem-solving skills (CFA, CIMA, CETF, or CFP preferred).
• Must hold a SIE, Series 7 & 66 to apply.

Benefits

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

Pay

Base Salary: $105,459 – $168,734

Schedule

This role requires 60-75% travel.