Relationship Specialist - Investment Resources

Capital Group; United States; Hybrid; USD 126,000 - 214,000; Full time

Benefits offered by this job

Time off & health benefits from day 1

2-for-1 matching gifts + annual grants

On-demand professional development

Job summary

Capital Group is seeking an Investment Resources Relationship Specialist to partner with the Investment Resources Relationship Manager and drive sales growth with strategic intermediaries in North America. You will expand platform access, deliver resources, and build plans with home office research groups.

You will travel up to 25% to meet clients and maintain relationships. A 5–10 year background in financial services and strong communication skills are essential, with licenses such as

Qualifications

• 5–10 years of financial services experience in relationship management.
• Proven ability to build and execute business plans with intermediary firms.
• Excellent written and verbal communication tailored to diverse audiences.
• Self-directed, proactive, and able to drive opportunities with minimal supervision.
• Knowledge of compliance and regulatory requirements.
• Bachelor's degree required; professional licenses/certifications preferred.
• Strong organizational and multi-tasking skills managing multiple documents and contacts.
• CFA and/or CIMA designations are highly preferred.

Responsibilities

• Expand platform access and servicing for home office research groups within Capital Group’s strategic intermediary firms in North America.
• Develop and execute business plans with Relationship Managers; deliver traditional and nontraditional resources.
• Identify business development opportunities and manage relationships with intermediary firms by analyzing results and trends.
• Represent Capital Group to home office research clients and prospects virtually and in person, with travel as needed.

Skills

Relationship management

Sales support

Business development

Communication skills

Proactive initiative

Marketing concepts

Compliance knowledge

Organizational skills

Education

Bachelor's degree

SIE license

Series 7

Series 63/65 or 66

CFA designation

CIMA designation

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 an Investment Resources Relationship Specialist at Capital Group.”

As an Investment Resources Relationship Specialist, you will 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. You will partner closely with the Relationship Managers to build and maintain relationships with strategic intermediaries by developing and executing business plans, delivering traditional and nontraditional resources, and proactively engaging clients. You will represent Capital Group by meeting with home office research clients and prospects virtually and in person, with up to 25% travel depending on client coverage and business needs. You will identify business development opportunities and manage relationships with the firms’ research groups by analyzing, identifying, and recommending investment strategies. You will represent intermediary firm views to the broader Capital Group organization by sharing opportunities and firm priorities through research and analysis of investment results, industry trends, and firm-specific business models and priorities.

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

• You have 5-10 years of relevant experience in financial services with a focus on relationship management, sales support, or business development.

• You’ve successfully built relationships with firms by developing and executing business plans.

• You have exceptional communication skills and can effectively adapt your style, messaging, and level of detail to diverse audiences, including executives, home office leaders, research teams, advisors, and internal stakeholders

• You are a proactive, self-directed individual who takes initiative, identifies opportunities, and drives execution with minimal direction while maintaining alignment with strategic priorities.

• You are skilled in developing sales ideas and marketing concepts from data provided by our partnered firms and communicating insights in a clear, persuasive manner.

• You’ve demonstrated working knowledge of compliance and regulatory requirements.

• You have strong organizational and multi-tasking skills, that includes keeping track of multiple documents, websites, and contacts both internally and externally, while effectively managing competing priorities.

• You have a bachelor’s degree.

• You must hold or obtain within the first 90 days of employment the SIE, Series 7, and Series 63/65 or 66 licenses.

• CFA and/or CIMA designations are highly preferred.

“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.

Southern California Base Salary Range: $125,909-$201,454

New York Base Salary Range: $133,471-$213,554

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.