Consultant Relationship Specialist

“I can succeed as a Consultant Relationship Specialist at Capital Group.” 

As one of our Consultant Relationship Specialists (CRS) you will represent Capital’s Institutional Investment Services to the largest institutional Consultants and OCIOs. You have plenty of examples of times when you’ve gathered information from a variety of sources, synthesized it, and presented it in a concise, compelling manner. You delight in surprising with the best proactive responsiveness paving the way for sales. You take the time to create and maintain meaningful relationships, you’re a generous collaborator, and a strong project manager. You’ve fine-tuned your communication style to influence a variety of personalities. You raise your hand when you see a problem or have a question. Your colleagues turn to you for sound recommendations based on facts. 

Using tools like Salesforce, you'll partner with internal resources on critical support initiatives such as management reporting, data accuracy and mass/automated communications. You will partner with Consultant Relationship Managers (CRM) and Internal Sales & Support Coordinators (ISSC) in a sales-oriented team model. If you’re up for a challenge, our environment is fast-paced, and no two days are the same. 

“I am the person Capital Group is looking for.” 

• You keep the pulse of economic market trends and industry developments and have a deep level of investment expertise. 
• You understand the institutional consultant market, OCIOs and related clients.
• You'll help drive business value by proactively developing relationships at consultant firms. 
• You will present our strategies to our consultants and prospects as well as coordinate all sales opportunities.
• You will conduct effective meetings with research contacts and OCIO allocators.
• You will help the consultant and OCIO RM’s identify key influencers, organizational structures and opportunities.
• You help prepare for effective meetings and develop relationships with key partners internally and externally. 
• You can uncover opportunities and move them through each stage of the sales cycle. 
• Ability to prioritize and organize core responsibilities and handle multiple priorities. 
• The CRS role requires a Series 7 & 66, which can be completed in the first couple of months in the role. 
• You have a bachelor's degree and 5+ years of experience.
• You have the Chartered Financial Analyst (CFA) designation or desire to obtain.

‎ 

Southern California Base Salary Range: $116,974-$187,158

‎ 

‎ 

‎ 

‎ 

‎ 

‎ 

‎ 

‎ 

‎ 

‎ 

‎ 

 ‎ 

Chicago Base Salary Range: $109,003-$174,405

 ‎

 ‎

In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital’s annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.

You can learn more about our compensation and benefits here.

* Temporary positions in Canada and the United States are excluded from the above mentioned compensation and benefit plans.

We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.