Enterprise Client Relationship Manager

Capital Group; Los Angeles (CA); On-site; USD 130,000 - 210,000; Full time

Benefits offered by this job

Generous time-off & health benefits

Charitable gifts matching

On-demand professional development

Job summary

Capital Group in the United States seeks an Enterprise Client Relationships Manager to deliver Capital Group's value to strategically important global clients, enhancing firm-wide strategy and delivering a superior client experience to select global financial institutions.

You will partner with North America and Europe/Asia Client Groups, lead enterprise account plans, coordinate with Senior Relationship Manager, and drive cross-functional initiatives while maintaining executive presence.

Qualifications

• BA or BS degree is required.
• Must hold a series 7 and 66; CFA and/or MBA preferred.
• Minimum of 10 years financial services industry experience.
• Relationship management experience required.
• Strong PowerPoint and Excel skills; ability to present information clearly.
• Demonstrate knowledge of client engagement strategies and insights.
• Experience in fast-paced, collaborative environments with executive presence.
• Ability to influence cross-functional teams to achieve objectives.

Responsibilities

• Represent the global Capital Group relationship with key global clients.
• Collaborate with Senior Relationship Manager and counterparts to align priorities.
• Lead high-impact strategic engagements and industry-topic discussions.
• Communicate Capital Group's initiatives and strategy with ERM/GFI counterparts.
• Create and own enterprise account plans and engagement roadmaps.
• Partner with NA and Europe/Asia Client Groups on briefs and talking points.
• Circulate takeaways from executive meetings and guide next steps.
• Deepen teams' understanding of client priorities and empower local teams.

Skills

Relationship management

PowerPoint

Excel

Executive presence

Communication

Cross-functional influence

Analytical thinking

Education

BA or BS degree

Series 7 & 66

CFA/MBA preferred

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 the Enterprise Client Relationship Manager\"

As an Enterprise Client Relationships Manager, you will deliver Capital Group's enterprise value to the firm's strategically important global clients to enhance firm-wide strategy and provide a superior client experience to a select set of global financial institutions (herein referred to as \"GFI\").

\"I am the person Capital Group is looking for.\"

• You will represent the global, firm-wide Capital Group relationship and partnership with key global clients and share the value proposition of working with Capital Group.
• You will work closely with Capital Group's Senior Relationship Manager and Relationship Manager counterparts at key global client firms to ensure interests are aligned in driving forward a mutually beneficial agenda that accounts for both firms' priorities, foster top-of-the-house connectivity, and surfaces opportunities to introduce new lines of business.
• You have coordinated high-impact strategic leadership engagements designed to discuss mutually important industry and business topics to materially advance the relationship.
• You will communicate Capital Group's firm-wide initiatives and strategy with Enterprise Relationship Management \"ERM\"/GFI counterparts.
• You have experience creating and owning enterprise account plans / engagement roadmaps and relationship org charts.
• You will partner with North America and Europe/Asia Client Groups on briefing documents, relationship snapshots and talking points ahead of key GFI meetings with the Capital Group Management Committee.
• You have experience with circulating and actioning takeaways from executive meetings, workshops or strategic leadership summits and helping marshal resources to guide next steps.
• You will deepen all teams' understanding of the client's short- and long-term business priorities, objectives and pain points and empower local teams with global insights.

Skills/Qualifications

• BA or BS degree is required
• Must hold a series 7 and 66; ideally a CFA and/or MBA
• Minimum of 10 years financial services industry experience
• Relationship management experience required
• Strong PowerPoint and Excel skills as well as a strength in synthesizing information and presenting it in a distilled manner both in-person, virtually and in written form
• Demonstrate in-depth knowledge of client engagement strategies and tactics
• Have a proven track record of recognizing and communicating business-building insights
• Experience working in a fast-paced environment that is characterized by innovation, collaboration, communication, iteration, and speed
• Exhibit business acumen and professional maturity in working with all levels of associates, particularly possesses strong executive presence
• Displays ability to initiate, develop, collaborate, and maintain good working relationships and navigate and influence cross-functional teams to complete business objectives
• Demonstrate intellectual curiosity and analytical thinking in areas of high complexity
• Effective in using insight to influence groups and senior associates

Base Pay Range

$130,000 - $210,000

In addition to a highly competitive base salary, you will receive two annual bonuses and a generous retirement contribution.

\"I can apply in less than 4 minutes.\"

\"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 has been 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.

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.