Strategic Intermediaries Relationship Architect

Jobtailor; California (MO); On-site; USD 140,000 - 190,000; Full time

Job summary

Capital Group is seeking a seasoned relationship management and business development professional to partner with the Investment Resources Relationship Manager and drive sales growth within North America’s strategic intermediary firms.

You will expand access to platform resources for home office research groups, build and maintain key intermediary relationships, and develop business plans while proactively engaging clients. Up to 25% travel may be required.

Qualifications

• 5-10+ years in financial services relationship management or business development.
• Experience building relationships by executing business plans.
• Exceptional communication and adaptable messaging for diverse audiences.
• Proactive, self-directed approach with initiative to drive execution.
• Skill in developing sales ideas from partner-firm data.
• Working knowledge of compliance and regulatory requirements.
• Strong organizational and multitasking skills.
• Bachelor's degree is required.
• Must obtain SIE, Series 7, and Series 63/65 or 66 within 90 days of employment.
• CFA and/or CIMA designations highly preferred.

Responsibilities

• Partner with the Investment Resources Relationship Manager to influence sales growth within Capital Group's strategic intermediary firms in North America.
• Expand platform access and service home office research groups.
• Build and maintain relationships with strategic intermediaries.
• Develop and execute business plans.
• Deliver traditional and nontraditional resources.
• Proactively engage clients.
• Meet with home office research clients and prospects virtually and in person.
• Travel up to 25% depending on client coverage and business needs.
• Identify business development opportunities.
• Manage relationships with firms' research groups.
• Analyze, identify, and recommend investment strategies.
• Represent intermediary firm views to Capital Group through research and analysis of investment results, industry trends, business models, and priorities.

Skills

Relationship Management

Business Development

Sales Support

Investment Strategy Analysis

Compliance Knowledge

Education

Bachelor's degree

Job description

Capital Group is seeking a seasoned relationship management and business development professional to partner with the Investment Resources Relationship Manager and drive sales growth within North America’s strategic intermediary firms.

You will expand access to platform resources for home office research groups, build and maintain key intermediary relationships, and develop business plans while proactively engaging clients. Up to 25% travel may be required.