Investment Resources Relationship Strategist

Capital Group; New York (NY); Hybrid; USD 133,000 - 214,000; Full time

Job summary

Capital Group is seeking an Investment Resources Relationship Specialist to partner with the Relationship Manager and drive sales growth with strategic intermediary firms across North America. You will expand platform access, service home office research groups, and build durable client relationships.

Ideal candidates bring 5–10 years in financial services, strong communication, and the ability to tailor messaging for executives, research teams, and advisors, with up to 25% travel.

Qualifications

• 5–10 years of relevant experience in financial services focused on relationship management.
• Proven ability to build relationships with intermediary firms.
• Strong communication and ability to tailor messaging to diverse audiences.
• Bachelor’s degree; must hold or obtain SIE, Series 7, and Series 63/65 or 66 within 90 days; CFA/CIMA preferred.

Responsibilities

• Partner with the Investment Resources Relationship Manager to influence sales growth within Capital Group's strategic intermediary firms in North America by expanding platform access and servicing home office research groups.
• Develop and execute business plans, delivering traditional and nontraditional resources, and proactively engaging clients.
• Represent Capital Group by meeting with home office research clients and prospects virtually and in person, with up to 25% travel.
• Identify business development opportunities and manage relationships with the firms' research groups by analyzing, identifying, and recommending investment strategies.
• Share opportunities and firm priorities through research and analysis of investment results, industry trends, and firm-specific business models and priorities.

Skills

Relationship management

Sales support

Business development

Communication skills

Education

Bachelor's degree

Job description

Capital Group is seeking an Investment Resources Relationship Specialist to partner with the Relationship Manager and drive sales growth with strategic intermediary firms across North America. You will expand platform access, service home office research groups, and build durable client relationships.

Ideal candidates bring 5–10 years in financial services, strong communication, and the ability to tailor messaging for executives, research teams, and advisors, with up to 25% travel.