XC Wealth Management Consultant — Flexible Work & Growth

Capital-Group-1; México; On-site; MXN 1,384,000 - 1,938,000; Full time

Benefits offered by this job

Competitive pay and bonuses

Benefits package

Retirement plan

Job summary

Capital Group seeks an XC Wealth Management Consultant to lead sales initiatives in the Cross Channel segment from Pittsburgh. You will coordinate with internal wholesalers to serve firm representatives, deliver presentations, and build long-term relationships across ETF, Mutual Fund, SMA, and CIT products.

Strong analytical tools and portfolio construction knowledge are essential. You will work with a team of wholesalers and other senior staff, with a base salary of $75,000 plus commissions and

Qualifications

• One or more of the following designations: Series 7, AIF, AIFA, PPC, CIMA, CFA.
• Broad knowledge of ETF, Mutual Fund, SMA and CIT businesses.
• Ability to build long-term relationships with firms.

Responsibilities

• Lead sales initiatives in the Cross Channel segment to meet firm needs and coordinate efforts to serve them.
• Manage American Funds Distributions presence and relationships with key firms.
• Deliver motivational and informative presentations to internal and external stakeholders.
• Build and maintain territory relationships with Internal, Divisional and Regional Wholesale teams.
• Demonstrate strong portfolio construction knowledge and analytical thinking using Excel/PowerPoint/Tableau.

Skills

Series 7

AIF

AIFA

PPC

CIMA

CFA

ETF knowledge

Mutual funds

SMA

CIT

Territory leadership

Excel

PowerPoint

Tableau

Tools

Excel

PowerPoint

Tableau

Job description

Capital Group seeks an XC Wealth Management Consultant to lead sales initiatives in the Cross Channel segment from Pittsburgh. You will coordinate with internal wholesalers to serve firm representatives, deliver presentations, and build long-term relationships across ETF, Mutual Fund, SMA, and CIT products.

Strong analytical tools and portfolio construction knowledge are essential. You will work with a team of wholesalers and other senior staff, with a base salary of $75,000 plus commissions and