Strategic Relationship Manager, National Accounts

capgroup; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

Capital Group is seeking a Relationship Specialist for National Accounts to partner with strategic teams, develop business plans for key intermediaries, and manage wealth and retirement product services. Travel to conferences and clients may occur as needed.

You will represent Capital Group with professionalism, build strong client relationships, and promote internal initiatives while coordinating with NACG, marketing, and support groups.

Qualifications

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

Responsibilities

• Partner with the strategic account team to develop and implement business plans for key intermediaries on wealth and retirement products and services.
• Meet with home office contacts virtually and in person, with travel up to 25%.
• Identify opportunities to provide business solutions and promote internal initiatives from NACG, marketing, and support groups.
• Serve as a point of contact for service, support, and education internally at Capital Group and externally with client firms.

Skills

Relationship management

Sales support

Business development

Communication skills

Proactive/self-directed

Organizational skills

Education

Bachelor's degree

SIE license

Series 7 license

Series 63/65 or 66 license

Tools

CRM software

Job description

Capital Group is seeking a Relationship Specialist for National Accounts to partner with strategic teams, develop business plans for key intermediaries, and manage wealth and retirement product services. Travel to conferences and clients may occur as needed.

You will represent Capital Group with professionalism, build strong client relationships, and promote internal initiatives while coordinating with NACG, marketing, and support groups.