Institutional Relationship Specialist

10+ years of institutional sales or related experience.

Strong understanding of the institutional retirement marketplace and client needs.

Demonstrate an understanding of the institutional marketplace and client needs, including ability to identify issues and recommend solutions on complex and broad matters.

Demonstrate ability to understand and represent complex investment products, strategies, and solutions with prospects.

Series 7, 63, and 66 licenses or equivalent.

$175,000 - $200,000

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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 has been 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 LinkedIn, Instagram, YouTube and Glassdoor.

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Support territory growth in the market by partnering with the Retirement Plan salesforce as they drive new business opportunities and sales across the large institutional retirement plan segment.

Promote the Capital Group platform broadly to establish self as a trusted advisor and diversify the pipeline with meaningful engagement across the entire prospect universe.

Serve as an institutional relationship expert for division management as well as internal and external sales force members.

In conjunction with regional salesforce members, develop and execute territory market business plans to raise assets with institutional prospects in the plan market.

In partnership with RP sales teams, identify and execute on cross-selling opportunities with current clients, including the introduction of new product rollouts.

Support the RP sales teams as they drive territory growth through building a healthy pipeline across all stages of the sales cycle.