Relationship Specialist - National Accounts

Capital Group; Los Angeles (CA); On-site; USD 126,000 - 201,000; Full time

Benefits offered by this job

Time-away and health benefits from day

2-for-1 matching gifts for charitable;

On-demand professional development

Job summary

Capital Group seeks a Relationship Specialist-National Accounts to partner with strategic account teams and drive business plans for key intermediaries on wealth and retirement products. You will meet with home office contacts virtually and in person, traveling to conferences and offices as needed.

You are expected to develop sales ideas from client data, communicate insights clearly, and stay aligned with regulatory requirements. A bachelor’s degree and licensing within 90 days are required.

Qualifications

• 5-10 years of relevant experience in financial services with a focus on relationship management, sales support, or business development.
• Built relationships with firms by developing and executing business plans.
• Exceptional communication skills and ability to adapt messaging for diverse audiences including executives and stakeholders.
• Proactive, self-directed; takes initiative and drives execution with minimal direction.
• Knowledge of compliance and regulatory requirements.
• Strong organizational and multi-tasking skills; manages multiple documents and contacts.

Responsibilities

• Partner with the strategic account team to develop and implement business plans for key intermediaries on wealth and retirement plan products and services.
• Represent Capital Group by meeting with home office contacts virtually and in person, including travel to conferences, workshops, and offices.
• Identify opportunities to provide business solutions through NACG, marketing, and support groups; promote internal initiatives.
• Serve as a point of contact regarding service, support, and education internally and with firms; maintain professionalism and responsiveness.
• Travel up to 25% as required by business needs.

Skills

Relationship management

Sales support

Business development

Communication skills

Proactive

Organizational skills

Multitasking

Education

Bachelor's degree

SIE license (within 90 days)

Series 7/63/65/66 licenses (within 90 days)

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 a Relationship Specialist-National Accounts at Capital Group.\"

As a Relationship Specialist within the Strategic Relationship Team, you will play a critical role by partnering with the strategic account team to develop and implement business plans for key intermediaries on both wealth and retirement plan products and services. You will represent Capital Group by meeting with home office contacts virtually and in person through travel to conferences, workshops, and offices. You will identify opportunities to provide business solutions through interactions with the North American Client Groups (NACG) strategic clients and develop plans to address client needs. You will identify opportunities to promote internal initiatives from NACG, marketing, and support groups. You will serve as a point of contact regarding service, support, and education both internally at Capital Group and externally with your firms, demonstrating professionalism and responsiveness in all communications. Additionally, help increase Capital Group's exposure with firms by securing workshops, sales desk trainings, webinars, and regional meetings. Depending on business need and client coverage, travel could range up to 25%.

\"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.

\"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-$201,454New 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.