Wealth Management Consultant — Chicago Territory

Capital Group; Lakewood (CO); On-site; USD 68,000 - 83,000; Full time

Benefits offered by this job

Enjoy generous time-away and health (b

2-for-1 matching gifts for charitable

Access on-demand professional develop

Job summary

Capital Group in Chicago is seeking an XC Wealth Management Consultant to join the wholesale team, leading sales initiatives in the Cross Channel segment and coordinating efforts to serve key firm representatives.

You will manage American Funds Distributions presence, relationships and business results, delivering motivational and informative presentations while collaborating with Senior Sales Force to identify opportunities.

Qualifications

• Proven track record in third-party distribution and sales leadership.
• Broad knowledge of ETF, Mutual Fund, SMA and CIT businesses and sales cultures.
• Ability to build long-term relationships with firms and internal partners.
• Strong portfolio construction knowledge and data-driven analysis skills.
• Excellent presentation and cross-functional collaboration abilities.

Responsibilities

• Lead sales initiatives in the Cross Channel segment for a major territory.
• Coordinate efforts to serve firm representatives' needs and manage relationships.
• Manage American Funds Distributions presence, relationships and business results.
• Deliver motivational and informative presentations and collaborate with Senior Sales Force.

Skills

Third-party distribution

ETF knowledge

Relationship building

Portfolio construction knowledge

Presentation skills

Team leadership

Tools

Excel

PowerPoint

Tableau

Job description

Capital Group in Chicago is seeking an XC Wealth Management Consultant to join the wholesale team, leading sales initiatives in the Cross Channel segment and coordinating efforts to serve key firm representatives.

You will manage American Funds Distributions presence, relationships and business results, delivering motivational and informative presentations while collaborating with Senior Sales Force to identify opportunities.