National Senior Manager - Client Relationship Team (CRT)

353 CGPCS CG Private Client Svc; Los Angeles (CA); Híbrido; USD 150.000 - 210.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Generous time-off

Health benefits

Matching gifts program

Professional development resources

Descripción de la vacante

Capital Group seeks a National Senior Manager to lead the Client Relationship Team (CRT) nationwide, guiding CRT Managers and teams to execute client service and growth strategies. You will partner with the National Director to align sales and service plans with revenue goals and market expansion.

You will drive accountability, monitor KPIs, and support achieving targets while collaborating with regional leaders to ensure consistency across regions and initiatives.

Responsabilidades

• Provides leadership and direction for CRT Managers and their teams across regions, ensuring consistent execution of national client service and business development strategies.
• Partners closely with the National Director to co-create and implement comprehensive national sales and service strategies.
• Drives advisor accountability, monitors KPIs, and supports achievement of sales targets and superior client servicing outcomes.
• Collaborates with Regional Directors on initiatives impacting their regions, bringing national consistency.
• Leads special projects and change management initiatives, including role redesigns and resource reviews.

Descripción del empleo

“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

National Senior Manager, Client Relationship Team (CRT)

Under executive direction, the National Senior Manager is the leader for the Client Relationship Team (CRT) nationwide, overseeing CRT Managers and acting as a strategic partner to senior leadership, especially the National Director. This role sets the vision, drives national strategy, and ensures operational excellence across all CRT functions. The National Senior Manager is accountable for the alignment, performance, and development of CRT Managers and their teams, advancing client service, business retention, development, and growth objectives at the national level.

Role Description

Strategic Leadership & Partnership

• Provides leadership and direction for CRT Managers and their teams across regions, ensuring consistent execution of national client service and business development strategies.


• Partners closely with the National Director, to co-create and implement comprehensive national sales and service strategies, ensuring CRT initiatives are fully aligned with organizational revenue and market expansion goals.


• Collaborates with the National Director to drive advisor accountability, monitor key performance indicators (KPIs), and support the achievement of sales targets and superior client servicing outcomes.


• Collaborates with Regional Directors on initiatives impacting their regions, bringing national consistency.


• Represents CRT interests in leadership forums, including the PCS Operating and Management Committees, and ensures CRT perspectives are integrated into firm-wide strategic decisions.


• Leads special projects and change management initiatives, including role redesigns, resource reviews, and business planning for CRT and related teams.

Organizational Oversight

• Directly manages CRT Managers, setting clear expectations, accountabilities, and performance standards.


• Establishes and maintains efficient, scalable operating norms, communication protocols, and succession planning for CRT teams nationwide.


• Drives process improvement initiatives, leveraging data and best practices to optimize client and prospect experiences.


• Ensures compliance with regulatory requirements and internal policies, proactively mitigating risk and enhancing controls.


• Oversees resource reviews, talent development, and retention strategies, ensuring CRT teams are staffed and supported for success.

Client Relationship Management

• Sets the standard for client engagement, retention, and satisfaction across all CRT teams.


• Provides subject matter expertise and guidance to CRT Managers on complex client matters, escalations, and strategic opportunities.


• Oversees the development and execution of national client engagement plans, ensuring alignment with organizational goals and partnership with the National Director to maximize client acquisition and retention.


• Champions initiatives to deliver impeccable service, drive client satisfaction, and support new business development.

Talent Development and Team Building

• Leads the recruitment, selection, and development of CRT Managers and associates, fostering a high-performing,