Wealth Management Consultant | NY Growth & Client Impact

Capital Group; New York (NY); On-site; USD 68,000 - 83,000; Full time

Job summary

Capital Group in New York is seeking a Wealth Management Consultant to lead sales initiatives in the Wirehouse Channel, identify client needs, and coordinate efforts to serve them.

You will manage American Funds Distributions presence, relationships, and drive business results with key Wirehouse firms. You excel at delivering motivational and informative presentations and building long-term relationships.

Qualifications

• Proven track record in third-party distribution in financial services.
• Broad knowledge of mutual funds, SMA, ETF and CIT sales cultures.
• Deep technical knowledge of portfolio construction.
• Ability to synthesize information and present it clearly.
• Experience leveraging Excel/PowerPoint/Tableau for analytics.

Responsibilities

• Lead sales initiatives in the Wirehouse Channel and identify client needs.
• Coordinate efforts to serve firm and firm representative needs.
• Manage American Funds Distributions presence, relationships, and results with key Wirehouse firms.
• Deliver motivational and informative presentations and build long-term relationships.

Skills

Mutual funds knowledge

Portfolio construction

Relationship building

Sales effectiveness

Excel

PowerPoint

Tableau

Tools

Excel

PowerPoint

Tableau

Job description

Capital Group in New York is seeking a Wealth Management Consultant to lead sales initiatives in the Wirehouse Channel, identify client needs, and coordinate efforts to serve them.

You will manage American Funds Distributions presence, relationships, and drive business results with key Wirehouse firms. You excel at delivering motivational and informative presentations and building long-term relationships.