Wealth Management Consultant – NYC | Flexible Hours

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

Benefits offered by this job

Competitive base salary

Bonuses and benefits

Retirement contribution 15%

Job summary

Capital Group is seeking a Wealth Management Consultant to drive sales initiatives in the Wirehouse Channel and coordinate efforts to serve client needs in New York City. You will manage relationships with Wirehouse firms and shape business results while delivering engaging presentations.

The role requires deep knowledge of portfolio construction, a track record in distribution, and the ability to use Excel, PowerPoint, and Tableau to create tailored analyses.

Qualifications

• Proven track record in third-party distribution and broad knowledge of mutual funds, SMA, ETF and CIT, with ability to build long-term relationships.
• Proven track record and deep technical knowledge of portfolio construction.
• Ability to leverage technologies to create custom analysis (Excel, PowerPoint, Tableau, etc.).
• Strong ability to synthesize information and present it concisely.
• One or more designations: Series 7, 66, and/or CIMA, and CFA.

Responsibilities

• Lead sales initiatives in the Wirehouse Channel; identify firm and firm representative's needs and coordinate efforts to serve those needs.
• Manage American Funds Distributions presence, relationships, and business results with key Wirehouse firms.
• Deliver motivational and informative presentations and measure performance against goals.

Skills

Third-party distribution

Mutual fund knowledge

Portfolio construction

Excel

PowerPoint

Tableau

Synthesis & presentation

Designations (Series 7/66/CIMA/CFA)

Tools

Excel

PowerPoint

Tableau

Job description

Capital Group is seeking a Wealth Management Consultant to drive sales initiatives in the Wirehouse Channel and coordinate efforts to serve client needs in New York City. You will manage relationships with Wirehouse firms and shape business results while delivering engaging presentations.

The role requires deep knowledge of portfolio construction, a track record in distribution, and the ability to use Excel, PowerPoint, and Tableau to create tailored analyses.