XC Wealth Management Consultant - Cleveland

CGCG-US CG Companies Global-US; United States; On-site; USD 75,000 - 100,000; Full time

Benefits offered by this job

Bonuses

Retirement contribution

Paid time off

Medical & Dental

Job summary

Capital Group in Cleveland seeks a Wealth Management Consultant to join the Cross Channel wholesaling team. You will identify client needs, coordinate efforts to meet them, and manage relationships with major firms to drive results.

You excel at delivering engaging presentations and collaborating with Senior Sales Force members to improve investor outcomes. Your track record in third-party distribution, ETF/MF/SMA/CIT knowledge, and ability to lead a territory will be key.

Qualifications

• Demonstrated ability to build long-term relationships with firms and clients.
• Strong track record in wholesale distribution and sales leadership.
• Familiarity with ETF, Mutual Fund, SMA, CIT products.

Responsibilities

• Lead sales initiatives in the Cross Channel segment.
• Manage relationships with key firms and distributors.
• Deliver motivational and informative presentations to stakeholders.
• Collaborate with internal wholesalers and regional teams to drive results.

Skills

Third-party distribution

ETF knowledge

Mutual funds

Sales leadership

Relationship building

Presentation skills

Tools

Excel

PowerPoint

Tableau

Job description

I can be myself at work.

You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness-and we're committed to fostering a strong sense of belonging in a respectful workplace.

We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.

I can influence my income.

You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You'll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses.

I can lead a full life.

You bring unique goals and interests to your job and your life. Whether you're raising a family, you're passionate about where you volunteer, or you want to explore different career paths, we'll give you the resources that can set you up for success.

• Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options


• Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love


• Access on-demand professional development resources that allow you to hone existing skills and learn new ones

I can succeed as a Wealth Management Consultant at Capital Group.

As one of our Wealth Management Consultants, you will be a key member of our wholesaling team leading sales initiatives in the Cross Channel segment, identifying firm and firm representatives' needs and coordinate efforts to serve those needs. You'll manage American Funds Distributions presence, relationships and business results with key firms. You excel at delivering motivational and informative presentations. You're motivated by setting goals and measuring your performance against them. You are a well-rounded collaborator and work skillfully with other Senior Sales Force members to identify opportunity for better investor outcomes.

Territory : Cleveland

I am the person Capital Group is looking for.

• You have a proven track record in third-party distribution, a broad knowledge of the ETF, Mutual Fund, SMA and CIT business and sales cultures, and the demonstrated ability to build long‑term relationships.


• You can effectively lead and motivate a territory team consisting of an Internal Wholesaler, Divisional Wholesaler and Regional Wholesaler.


• You are a strong partner with your Retirement Plan Wholesaler, asset class, vehicle and practice management specialists to drive results.


• You have a proven track record and a deep technical knowledge of portfolio construction.


• You know how to leverage technologies to create custom analysis (Excel, PowerPoint, Tableau, etc.).


• You're well‑versed in synthesizing information and presenting it in a distilled manner.


• You have one or more of the following designations: Series 7, AIF, AIFA, PPC, CIMA, and CFA.

Capital Group is required by state specific laws to include the salary for this role when hiring a resident in applicable locations. The base salary for this role is $75,000/100,000+ applicable sales commissions and bonuses. Specific pricing for the role may vary within the above range based on many factors including, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. In addition, employees are eligible for standard benefits package including paid time off, medical, dental and retirement.

I can apply in less than 4 minutes.

You've reviewed this job posting and you're ready to start the candidate journey with us.

I can learn more about Capital Group.

At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That's why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal is to improve people's lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day.

Find us on