Wealth Management Consultant: Growth & Client Impact

Capital Group; New York (NY); On-site; USD 75,000 - 105,000; Full time

Benefits offered by this job

Time off & health benefits

Flexible work options

Matching gifts

Professional development resources

Job summary

Capital Group seeks a Wealth Management Consultant to lead sales initiatives in the Wirehouse Channel and coordinate efforts to serve the needs of firm representatives in New York. You will drive relationships, present analytics-driven insights, and contribute to goals with a data-driven approach.

You will leverage your knowledge of mutual funds, ETFs, and portfolio construction to support advisors and clients, with compensation reflecting performance and bonuses.

Qualifications

• Proven track record in third-party distribution.
• Broad knowledge of mutual funds, SMA, ETF and CIT.
• Demonstrated ability to build long-term relationships.
• Deep technical knowledge of portfolio construction.
• Ability to leverage Excel, PowerPoint, Tableau for analyses.

Responsibilities

• Lead sales initiatives in the Wirehouse Channel.
• Manage American Funds Distributions presence, relationships and business results with key Wirehouse firms.
• Excel in delivering motivational and informative presentations.
• Set goals and measure performance against them.

Skills

Third-party distribution

Mutual funds

Portfolio construction

Excel

PowerPoint

Tableau

Presentation

Series 7

Series 66

CIMA

CFA

Education

Series 7/66

CFA

CIMA

Tools

Tableau

Job description

Capital Group seeks a Wealth Management Consultant to lead sales initiatives in the Wirehouse Channel and coordinate efforts to serve the needs of firm representatives in New York. You will drive relationships, present analytics-driven insights, and contribute to goals with a data-driven approach.

You will leverage your knowledge of mutual funds, ETFs, and portfolio construction to support advisors and clients, with compensation reflecting performance and bonuses.