Associate Relationship Manager

124 CCG CCG; Los Angeles (CA); On-site; USD 126,000 - 201,000; Full time

Benefits offered by this job

Hybrid schedule

Annual performance bonus

Retirement plan (Capital contributions

Professional development opportunities

Job summary

Capital Group is seeking an Associate Relationship Manager in Southern California to represent Institutional Investment Services to large institutional plans. You will prospect, build relationships, and advance opportunities through the sales cycle while coordinating with Business Development Managers on strategy and messaging.

You will use Salesforce and collaborate with internal teams to support reporting, data accuracy, and communications.

Qualifications

• 3+ years of financial services industry experience.
• Series 7 and 66 license or willingness to obtain within 90 days.
• Ability to prepare for final meetings and develop relationships with internal/external partners.

Responsibilities

• Prospect for opportunities and drive early-stage engagement within defined relationships.
• Maintain opportunities through the sales cycle and coordinate with BDMs on strategy and messaging.
• Build meaningful relationships with new contacts through targeted outreach and follow-up.

Skills

Prospecting

Relationship management

Salesforce

Communication

Financial services knowledge

Education

Bachelor's degree

Tools

Salesforce CRM

Job description

“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. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.

“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

“I can succeed as an Associate Relationship Manager at Capital Group.” As one of our Associate Relationship Managers, you will represent Capital’s Institutional Investment Services to the largest institutional corporate and public defined benefit and defined contribution plans. You have plenty of examples of times when you’ve gathered information from a variety of sources, synthesized it, and presented it in a concise, compelling manner. You will be responsible for facilitating prospecting for opportunities, as well as opportunity maintenance throughout the institutional sales cycle. In addition, you will proactively support early‑stage relationship development within a defined subset of prospects, including initiating outreach and building familiarity with Capital Group ahead of formal opportunities. You take the time to create and maintain meaningful relationships and are comfortable engaging new contacts through targeted outreach, introductory conversations, and follow‑up engagement, while remaining closely aligned with Business Development Managers (BDMs) on strategy, messaging, and prioritization. You are a generous collaborator and strong project manager, with the ability to influence a variety of personalities. You raise your hand when you see a problem or have a question, and your colleagues turn to you for sound recommendations based on facts. Using tools like Salesforce, you’ll partner with internal resources on critical support initiatives such as reporting, data accuracy, and mass/automated communications. You will partner with Business Development Managers (BDMs), the Consultant Relationship and Client Service teams, and Internal Sales & Support Coordinators (ISSC) in a sales‑oriented team model. This role is designed to augment and extend the Business Development Managers (BDM) relationship model, ensuring seamless coordination as opportunities develop. If you’re up for a challenge, our environment is fast‑paced, and no two days are the same.

“I am the person Capital Group is looking for.” You have a bachelor’s degree, and 3+ years of financial services industry experience. You have a Series 7 and 66 license or are willing to obtain them within the first 90 days. You maintain a constant pulse on economic market trends and industry developments and have a deep level of investment expertise. You will help prepare for final meetings and develop relationships with key partners internally and externally. You can uncover opportunities and move them through each stage of the sales cycle, including supporting early‑stage prospect engagement and discovery conversations that help generate future pipeline. You will present our strategies to clients and prospects and coordinate all sales opportunities. You have the ability to conduct effective meetings with external and internal contacts when needed. Over time, this role should effectively operate as the second‑in‑command on prospecting efforts, independently advancing defined relationships while partnering closely with BDMs for strategic direction and later‑stage engagement. You have a strong sense of Capital Group processes and how to navigate within tight timelines in an institutional environment. You are able to prioritize and organize responsibilities while handling multiple priorities.

“I can learn more about Capital Group.” At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That’s why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal is to improve people’s lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor.

Southern California Base Salary Range: $125,909-$201,454

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. You can learn more about our compensation and benefits here.

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.

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