Wealth Management Consultant – Chicago (Flexible, Growth)
Capgroup
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Benefits offered by this job
Job summary
Capital Group is seeking a XC Wealth Management Consultant in Chicago to lead cross-channel sales initiatives and manage key firm relationships. You will present to firms, coordinate internal teams, and drive investor outcomes with a focus on ETF and mutual fund products.
You will partner with Wholesale colleagues, leverage portfolio construction knowledge, and employ tools like Excel, PowerPoint and Tableau to create compelling analyses. Competitive compensation andBenefits included.
Qualifications
- Strong track record in third-party distribution and ETF/mutual fund sales.
- Able to lead a territory team including an Internal Wholesaler, Divisional Wholesaler and Regional Wholesale.
- Strong portfolio construction knowledge and financial acumen.
- Proficient with Excel, PowerPoint and Tableau.
Responsibilities
- Lead sales initiatives in Cross Channel to meet firm needs and drive growth.
- Manage relationships with key firms and Distributions presence and business results.
- Deliver motivational and informative presentations to firms and internal teams.
- Collaborate with Senior Sales Force to identify opportunities and coordinate efforts.
Skills
Education
Tools
Job description
Capital Group is seeking a XC Wealth Management Consultant in Chicago to lead cross-channel sales initiatives and manage key firm relationships. You will present to firms, coordinate internal teams, and drive investor outcomes with a focus on ETF and mutual fund products.
You will partner with Wholesale colleagues, leverage portfolio construction knowledge, and employ tools like Excel, PowerPoint and Tableau to create compelling analyses. Competitive compensation andBenefits included.
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