Wealth Management Consultant | Lead Oregon Territory
Capital-Group-1
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Benefits offered by this job
Job summary
Capital Group is seeking a Wealth Management Consultant to lead cross-channel sales initiatives across a defined territory. You will manage fund distributions, cultivate long-term relationships with key firms, and deliver compelling presentations.
Your portfolio construction knowledge and proficiency in Excel/PowerPoint/Tableau will drive investor outcomes. You will collaborate with senior wholesalers and align with retirement and asset-class specialists to maximize results, with a base salary
Qualifications
- Proven track record in third-party distribution.
- Broad knowledge of ETF, Mutual Fund, SMA and CIT businesses.
- Ability to build long-term relationships with firms and reps.
- Strong portfolio construction knowledge.
- Excellent communication and presentation skills.
Responsibilities
- Lead sales initiatives in Cross Channel segment.
- Manage distributions presence, relationships and business results.
- Deliver motivational and informative presentations to firms.
- Set goals and measure performance against targets.
- Collaborate with Senior Sales Force to identify opportunities for investor outcomes.
Skills
Education
Tools
Job description
Capital Group is seeking a Wealth Management Consultant to lead cross-channel sales initiatives across a defined territory. You will manage fund distributions, cultivate long-term relationships with key firms, and deliver compelling presentations.
Your portfolio construction knowledge and proficiency in Excel/PowerPoint/Tableau will drive investor outcomes. You will collaborate with senior wholesalers and align with retirement and asset-class specialists to maximize results, with a base salary
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