Wealth Management Consultant — Flexible Growth & Rewards

Capital Group; Lakewood (CO); In loco; USD 85.000 - 110.000; Tempo pieno

Vantaggi offerti da questo lavoro

Generous time-away and health benefits

2-for-1 matching gifts for charitable/

Descrizione del lavoro

Capital Group seeks a Wealth Management Consultant to lead sales initiatives in the Wirehouse Channel, coordinating with firms to meet their needs and drive business results for American Funds Distributions. You will deliver compelling presentations and track performance against goals.

The role requires deep knowledge of portfolio construction, proficiency with Excel/PowerPoint/Tableau, and the ability to build long-term relationships with financial professionals at Wirehouse firms.

Competenze

• Proven track record in third-party distribution.
• Deep knowledge of mutual fund, SMA, ETF and CIT business and sales cultures.
• Ability to build long-term relationships.

Mansioni

• Lead sales initiatives in the Wirehouse Channel segment and identify firm needs.
• Coordinate efforts to serve those needs and manage American Funds Distributions presence, relationships, and results with key Wirehouse firms.
• Deliver motivational and informative presentations and set goals aligned with performance metrics.

Conoscenze

Third-party distribution

Portfolio construction

Excel

PowerPoint

Tableau

Effective presentation

Designations (Series 7/66/CIMA/CFA)

Strumenti

Excel

PowerPoint

Tableau

Descrizione del lavoro

Capital Group seeks a Wealth Management Consultant to lead sales initiatives in the Wirehouse Channel, coordinating with firms to meet their needs and drive business results for American Funds Distributions. You will deliver compelling presentations and track performance against goals.

The role requires deep knowledge of portfolio construction, proficiency with Excel/PowerPoint/Tableau, and the ability to build long-term relationships with financial professionals at Wirehouse firms.