Relationship Specialist - Investment Resources

About the role

As an Investment Resources Relationship Specialist, you will partner with the Investment Resources Relationship Manager to influence sales growth within Capital Group's strategic intermediary firms in North America by expanding platform access and servicing home office research groups. You will partner closely with the Relationship Managers to build and maintain relationships with strategic intermediaries by developing and executing business plans, delivering traditional and nontraditional resources, and proactively engaging clients. You will represent Capital Group by meeting with home office research clients and prospects virtually and in person, with up to 25% travel depending on client coverage and business needs. You will identify business development opportunities and manage relationships with the firms' research groups by analyzing, identifying, and recommending investment strategies. You will represent intermediary firm views to the broader Capital Group organization by sharing opportunities and firm priorities through research and analysis of investment results, industry trends, and firm-specific business models and priorities.

Responsibilities

• Partner with Investment Resources Relationship Manager to influence sales growth within strategic intermediary firms in North America
• Expand platform access and service home office research groups
• Build and maintain relationships with strategic intermediaries by developing and executing business plans
• Deliver traditional and nontraditional resources and proactively engage clients
• Represent Capital Group by meeting with home office research clients and prospects virtually and in person (up to 25% travel)
• Identify business development opportunities and manage relationships with firms' research groups
• Analyze, identify, and recommend investment strategies
• Represent intermediary firm views to the broader Capital Group organization by sharing opportunities and firm priorities through research and analysis of investment results, industry trends, and firm-specific business models and priorities

Requirements

• 5-10 years of relevant experience in financial services with a focus on relationship management, sales support, or business development
• Proven success in building relationships with firms by developing and executing business plans
• Exceptional communication skills with ability to adapt style, messaging, and level of detail to diverse audiences including executives, home office leaders, research teams, advisors, and internal stakeholders
• Proactive, self-directed individual who takes initiative, identifies opportunities, and drives execution with minimal direction while maintaining alignment with strategic priorities
• Skilled in developing sales ideas and marketing concepts from data provided by partnered firms and communicating insights in a clear, persuasive manner
• Demonstrated working knowledge of compliance and regulatory requirements
• Strong organizational and multi-tasking skills, including keeping track of multiple documents, websites, and contacts both internally and externally while effectively managing competing priorities
• Bachelor's degree
• Must hold or obtain within the first 90 days of employment the SIE, Series 7, and Series 63/65 or 66 licenses

Preferred qualifications

• CFA and/or CIMA designations are highly preferred

Pay

• Southern California Base Salary Range: $125,909-$201,454
• New York Base Salary Range: $133,471-$213,554
• Eligible for an individual annual performance bonus, plus Capital's annual profitability bonus
• Retirement plan where Capital contributes 15% of your eligible earnings