Public Private Solutions Sales Specialist (West)

Capital Group; Oregon; On-site; USD 180,000 - 283,000; Full time

Benefits offered by this job

Generous time-off & health benefits

2-for-1 matching gifts

Professional development resources

Job summary

Capital Group is seeking a Public Private Solutions Sales Specialist (West) to lead business development with financial advisors and coordinate across Wealth Management and product teams. You will deliver point-of-sale expertise for Capital Group PPS in the Western region, travel as needed and help build compelling market narratives.

The role requires 5+ years of relevant sales experience, private markets knowledge, and strong communication and presentation skills.

Qualifications

• At least 5+ years of professional experience in Sales or Specialist roles engaging with Financial advisors and business development professionals.
• Experience across private markets, understanding of private market fund structures including interval funds, and experience marketing across Wealth Management channels.
• Experience in building sales narratives centered around portfolio construction guidance.
• Strong analytical, organizational, relationship, communication and presentation skills.
• Focus on achievements/outcomes and initiative with sound business judgment.
• Ability to develop, prioritize and implement best practices.
• Leadership style that is open, approachable, and informative.
• Commitment to Capital Group’s investment philosophy and long-term relationship building.

Responsibilities

• Represent PPS in market with product education and market updates across private markets.
• Collaborate with WM Sales to plan territory travel and prioritize opportunities.
• Support 1:1 engagements, regional meetings and national events with PPS resources.
• Create capital market and portfolio construction updates for sales force needs.
• Coordinate with product and marketing to ensure market-relevant messaging.
• Lead training for external sales force in Wealth Management.

Skills

Sales experience

Private markets knowledge

Portfolio construction

Analytical skills

Communication

Organizational skills

Relationship building

Presentation skills

Leadership style

Initiative

Education

Bachelor’s Degree

Master

CFA/CAIA

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 Public Private Solutions Sales Specialist (West) at Capital Group.”

The Public Private Solutions (PPS) Sales Specialist is a client facing specialist role focused on business development efforts for Capital Group’s public private suite of products across Wealth Management (WM) channels. This position requires team collaboration across WM Sales and Capital Group product teams and will be responsible for delivering point of sale expertise in representing Capital Group PPS in the West to financial advisors and portfolio solution strategists.

While responsibilities are varied, it is expected that the PPS Specialist will focus efforts in the following areas:

• Ability to represent PPS in market with product education, capital markets updates across private markets, guidance on interval funds, and portfolio construction guidance.

• Partner with WM Sales to identify, prioritize and schedule territory travel; gain an understanding of and prioritize the highest opportunity zones and coverage frequency within their geographic territory.

• Actively participate as a PPS sales and investment resource for sales force members in their territories; the expectation is that the position will require a minimum of 2-3 days of weekly territory travel to support 1:1 engagements, regional meetings and national events.

• Synthesize information from across Capital Group teams and external partners to create timely capital market, competitor, and portfolio construction updates targeted to the needs of the sales force members in territory.

• Lead stakeholder management as partner and resource for product across Sales leadership teams including Regional Sales and Marketing to ensure our message is relevant to the market; participate in regular product leadership meetings.

• Coordinate delivery of relevant information and data on Private Market trends and fund-specific competitive landscape; some writing and collaboration with PPS marketing required; business intelligence across divisions and SFM.

• Work closely with the PPS Product team and WM Sales Leadership on the creation and/or deployment of the PPS Sales and Marketing plan.

• Help build, deliver and maintain all training to external sales force members in Wealth Management.

“I am the person Capital Group is looking for.”

• You have at least 5+ years of professional experience in Sales or Specialist positions engaging with Financial advisors and business development professionals.

• You have experience across private markets, an understanding of private market fund structures including interval funds, and experience marketing across Wealth Management channels.

• You have experience in building sales narratives centered around portfolio construction guidance.

• You have strong analytical skills and the ability to analyze opportunities/issues and to recommend business solutions.

• You have strong organizational, relationship, communication and presentation skills.

• You have a focus on achievements/outcomes and a drive to take initiative while demonstrating sound business judgment.

• You have the ability to develop, prioritize and implement best practices.

• You have a leadership style that is open, approachable, and informing.

• You wholly embrace American Funds and Capital Group’s investment philosophy. You share in the commitment to increasing sales within a framework of long-term relationship building, teamwork, and the highest professional integrity.

• You have the ability to adapt and thrive in a startup opportunity within a large world class asset management firm.

• You have a Bachelor’s Degree; Master; CFA or CAIA is a plus.

Base Range

$180,000 - $282,500

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

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.

* 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.