Note: The job is a remote job and is open to candidates in USA. Capital Group is a leading financial services company that values diversity and integrity. They are seeking a Wealth Management Consultant to lead sales initiatives, manage relationships with key firms, and collaborate with a team to enhance investor outcomes.
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
- Build long-term relationships in third-party distribution
- Lead and motivate a territory team consisting of an Internal Wholesaler, Divisional Wholesaler and Regional Wholesaler
- Partner with Retirement Plan Wholesaler, asset class, vehicle and practice management specialists to drive results
- Leverage technologies to create custom analysis (Excel, PowerPoint, Tableau, etc.)
- Synthesize information and present it in a distilled manner
Skills
- You have a proven track record in third-party distribution, a broad knowledge of the ETF, Mutual Fund, SMA and CIT business and sales cultures, and the demonstrated ability to build long-term relationships
- You can effectively lead and motivate a territory team consisting of an Internal Wholesaler, Divisional Wholesaler and Regional Wholesaler
- You are a strong partner with your Retirement Plan Wholesaler, asset class, vehicle and practice management specialists to drive results
- You have a proven track record and a deep technical knowledge of portfolio construction
- You know how to leverage technologies to create custom analysis (Excel, PowerPoint, Tableau, etc.)
- You're well-versed in synthesizing information and presenting it in a distilled manner
- You have one or more of the following designations: Series 7, AIF, AIFA, PPC, CIMA, and CFA
Benefits
- Bonuses
- Benefits
- Company-funded retirement contribution
- Generous time-away and health benefits from day one
- 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
- Access on-demand professional development resources that allow you to hone existing skills and learn new ones
- Paid time off
- Medical
- Dental
- Retirement
- Individual annual performance bonus
- Capital’s annual profitability bonus
- Retirement plan where Capital contributes 15% of your eligible earnings
Company Overview