Wealth Management Consultant: Territory Growth Leader

Capital Group; Denver (CO); Hybrid; USD 75,000 - 120,000; Full time

Benefits offered by this job

Generous time-off and health benefits

Flexible work options

Professional development resources

Job summary

Capital Group seeks a Wealth Management Consultant to join our Cross Channel wholesale team and drive investor outcomes through strong firm relationships and strategic collaboration. You will lead a territory-focused effort, coordinate internal and external resources, and deliver compelling presentations to financial professionals.

You excel at building long-term partnerships, applying portfolio knowledge, and leveraging data to illustrate value for clients.

Qualifications

• Proven track record in third-party distribution and sales
• Broad knowledge of ETF, mutual funds, SMA and CIT products
• Ability to build long-term relationships with firms

Responsibilities

• Lead a territory sales team comprising internal and regional wholesalers
• Identify needs of firms and coordinate cross-channel efforts to drive investor outcomes
• Deliver motivational and informative presentations to clients

Skills

Third-party distribution

ETF knowledge

Mutual fund knowledge

Portfolio construction

Leadership

Relationship building

Tools

Excel

PowerPoint

Tableau

Job description

Capital Group seeks a Wealth Management Consultant to join our Cross Channel wholesale team and drive investor outcomes through strong firm relationships and strategic collaboration. You will lead a territory-focused effort, coordinate internal and external resources, and deliver compelling presentations to financial professionals.

You excel at building long-term partnerships, applying portfolio knowledge, and leveraging data to illustrate value for clients.