Investment Resources Relationship Specialist – Growth & Impact

Capital Group; Los Angeles (CA); On-site; USD 126,000 - 214,000; Full time

Benefits offered by this job

Annual performance bonus

Profitability bonus

401(k) retirement plan with companyb0

Job summary

Capital Group in the United States seeks an Investment Resources Relationship Specialist to partner with the Investment Resources Relationship Manager to grow sales with strategic intermediary firms in North America, expanding platform access and servicing home office research groups.

You will meet with home office research clients, build durable relationships, analyze opportunities, and communicate firm priorities across Capital Group.

Qualifications

• 5–10 years of experience in financial services with a focus on relationship management.
• Proven track record building relationships with firms by developing and executing business plans.
• Exceptional communication skills across executives, home office leaders, research teams, advisors, and internal stakeholders.
• Self-directed, proactive, and able to drive opportunities with minimal direction.
• CFA and/or CIMA designations are highly preferred.

Responsibilities

• Partner with the Investment Resources Relationship Manager to drive sales growth with strategic intermediaries in North America.
• Expand platform access and service home office research groups.
• Develop and execute business plans; deliver traditional and nontraditional resources.
• Engage clients virtually and in person, with travel up to 25%.
• Analyze investment results, industry trends, and firm priorities to inform capital strategy.

Skills

Relationship management

Sales support

Business development

Communication

Proactive

Education

Bachelor's degree

SIE license

Series 7 license

Series 63/65 or 66 license

Job description

Capital Group in the United States seeks an Investment Resources Relationship Specialist to partner with the Investment Resources Relationship Manager to grow sales with strategic intermediary firms in North America, expanding platform access and servicing home office research groups.

You will meet with home office research clients, build durable relationships, analyze opportunities, and communicate firm priorities across Capital Group.