Full-Time

National Accounts Manager

Institutional Retirement

Confirmed live in the last 24 hours

Capital Group

Capital Group

5,001-10,000 employees

Manages equity and fixed income assets

Quantitative Finance
Financial Services

Mid

Remote in USA

Job is considered remote with a national scope.

Category
Strategic Account Management
Sales & Account Management
Requirements
  • You have a degree in finance, economics, statistics or a relevant field of study.
  • You have experience in third party distribution within asset management and you have broad knowledge of mutual funds, CITs, Broker Dealers and recordkeeping platforms.
  • You have 3-5 years in Retirement Sales or National Accounts experience.
  • You stay up to date on industry trends and best practices.
  • You’ve developed and executed on a business plan for key intermediaries or broker/dealer firms.
  • You’ve fine-tuned your communication style to influence a variety of personalities.
  • You demonstrate intellectual curiosity and analytical skills.
  • You have experience working with mutual fund analysts, product approval and research teams.
  • You must hold the SIE, Series 7,63/65 or 66 to be able to apply.
Responsibilities
  • You will be responsible for accelerating sales through directing Capital Group’s relationship with key distribution firms by delivering sales, marketing and investment ideas in support of Capital Group business initiatives.
  • You’ll focus on integrating company initiatives and resources to help further penetrate and increase Capital Group’s presence.
  • You excel at leveraging centers of influence relationships to gain access at the home office level.
  • You will help and assist with Capital Group’s institutional business development initiatives.

Capital Group focuses on managing investments for long-term growth, primarily through its American Funds® brand. The company utilizes high-conviction portfolios, which means they invest in a select number of securities that they believe will perform well based on thorough research. This approach is supported by a team of over 8,000 associates who work across various global offices. Unlike many competitors, Capital Group emphasizes individual accountability among its investment professionals, ensuring that each team member is responsible for their investment decisions. The main goal of Capital Group is to enhance the financial well-being of its clients by providing successful investment strategies.

Company Stage

N/A

Total Funding

$703.7M

Headquarters

Beijing, China

Founded

N/A

Simplify Jobs

Simplify's Take

What believers are saying

  • The collaboration with KKR to launch interval funds in 2025 could open new avenues for investors to access private markets, enhancing Capital Group's product offerings.
  • Recognition as the Best Fixed Income Asset Manager at the Australian Wealth Management Awards underscores Capital Group's expertise and reputation in the industry.
  • The partnership with Deutsche Bank to distribute the Multi-Sector Income Fund globally expands Capital Group's reach and client base.

What critics are saying

  • The emergence of employment scams using Capital Group's name could damage its reputation and deter potential talent.
  • The departure of long-time portfolio manager Donald O'Neal may lead to shifts in investment strategy and potential instability.

What makes Capital Group unique

  • Capital Group's long-standing history and focus on high-conviction portfolios set it apart from newer investment firms, emphasizing a commitment to long-term results.
  • Their strategic partnership with KKR to create hybrid public-private investment solutions showcases their innovative approach to expanding investment opportunities.
  • Capital Group's global presence and management of over $2 trillion in assets highlight its scale and influence in the investment industry.

Help us improve and share your feedback! Did you find this helpful?