Advisor Practice Management Consultant

124 CCG CCG; United States; On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Hybrid schedule

Individual annual performance bonus

Capital profitability bonus

Retirement plan with 15% employer cont

Job summary

Capital Group seeks a seasoned Advisor Practice Management Consultant to deliver workshops and consulting to financial advisors and partner firms. The role involves extensive travel, presenting at meetings, and developing practice-management curricula to empower growth.

You will collaborate across teams, educate top advisors on leadership and PM topics, and contribute to Capital Group’s client-focused, high-energy culture while engaging in hybrid/ flexible work options wherever available.

Qualifications

• Undergraduate or master’s degree required.
• Minimum 15 years in the financial services industry.
• Experience as a financial advisor or similar sales role.
• Excellent communication and presentation skills.
• Experience speaking about PM topics.
• Team contributor, innovative and results-driven.
• Creative in developing practice management curricula.
• Willingness to travel extensively.
• FINRA Series 7 and 66 licenses or equivalent required.

Responsibilities

• Deliver presentations, workshops, and consulting to top financial advisors and partner firms.
• Travel with sales force members and represent Capital Group at meetings.
• Moderate and consult at advisor events, webinars, and forums.
• Develop new PM program curricula and experiences.
• Collaborate with PM marketing and internal partners on program development.

Skills

Communication skills

Presentation skills

Public speaking

Team player

Travel ability

Education

Undergraduate or master’s degree

Job description

At Capital, we live our core values every day:

• Integrity
• Client Focus
• Diverse Perspectives
• Long-Term Thinking
• Community

“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.

“I can influence my income.” You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You’ll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses.

“I can lead a full life.” You bring unique goals and interests to your job and your life. Whether you’re raising a family, you’re passionate about where you volunteer, or you want to explore different career paths, we’ll give you the resources that can set you up for success. Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options Receive 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.

Our Advisor Practice Management Team provides practice management learning programs and coaching to top advisors and partner firms. We aim to be the business partner of choice by helping advisors grow and scale their practice. Utilizing Capital’s distribution reach and relationships, we reflect the skills and behaviors of top teams that drive growth. Guided by our proprietary Pathways to Growth research, our programs offer tailored learning to help advisors succeed, regardless of their career stage. We focus on practice-based, guided learning with measurable implementation, strengthening the relationship with Capital and fostering investment opportunities along the way.

Advisor Practice Management Consultants (APMCs) engage with advisors through main stage presentations, national and regional conferences, workshops, and consulting with specific teams. We maintain noteworthy exposure in the industry, bringing Capital’s PM program to advisors through various physical, virtual and digital engagements. Our consulting services with top teams have garnered significant demand due to their ability to transform business and team practices. The APMC role requires leadership, teamwork, agility, flexibility, and creativity. It involves integrating practice management curricula, tailoring them for various engagements, and collaborating with internal partners to develop key programs. Credibility is key as you educate and mentor top advisors in topics such as leadership and team management, client acquisition, goals-based investing, retirement expertise and more. Collaboration with our PM marketing team and other experts is essential for program development. This role demands public speaking skills, consultative, coaching, and interactive abilities. Activities are one-third in-person, with 75% focused on workshops/consulting. APMCs work in a collaborative, cross-functional team setting, refining the overall program with input from various Capital teams. They work closely with Strategic Relationship Managers to develop firm-tailored programs and across sales teams to deliver PM across each distribution channel.

"I can succeed as an Advisor Practice Management Consultant at Capital Group."

Consulting:

• Deliver presentations, workshops, and consulting to top financial advisors, COIs, and partner firm HO leadership teams
• Travel with sales force members: Including National Accounts Managers, Sales Development Managers, WM Consultants, and Retirement Plan Counselors
• Represent Capital Group in leadership, moderation, and subject matter expertise at broker dealer national and regional meetings
• Moderation and consulting at Capital Advisor Forum events, webinars, and podcast programs
• Participation in CG national and regional sales meetings
• Development of new practice management program curricula and experiences
• Development of industry-leading curricula across key PM skills and topics
• Creation of end-to-end resources including consulting workbooks, modular presentations, sales force insights, and customized content

I am the person Capital Group is looking for.

• Undergraduate or master’s degree
• Minimum 15 years in the financial services industry
• Experience as a financial advisor, investment salesperson (wholesaler, retirement plan consultant, national account manager or equivalent)
• Excellent communication and presentation skills
• Experience speaking about PM topics
• Team contributor, innovative, organized, high energy, and results-driven
• Creative in developing practice management curricula
• Embraces diversity of thought and passionate about providing solutions
• Ability to travel extensively
• FINRA Series 7 and 66 securities licenses or equivalent required

In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital’s annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.

Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans.

We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.

Capital Group is one of the largest and most trusted financial companies in the world, with the goal of improving people's lives through successful investing. Our shared values of integrity, client focus, long-term view, diverse perspectives and community inspire our associates every day. A career at Capital Group means having countless opportunities to explore, grow and succeed.

• Learn more about compensation & retirement
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