Full-Time

National Accounts Manager

Institutional Retirement

Posted on 10/25/2024

Capital Group

Capital Group

5,001-10,000 employees

Manages equity and fixed income assets

Fintech
Financial Services

Compensation Overview

$100kAnnually

+ Sales Commissions + Bonuses

Mid, Senior

Remote in USA

Job location is undefined; may be remote.

Category
Strategic Account Management
Sales & Account Management

You match the following Capital Group's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
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, backed by thorough research and individual accountability among their investment professionals. With over $2 trillion in assets under management, Capital Group serves millions of individual and institutional investors across the globe. What sets Capital Group apart from its competitors is its long-standing commitment to improving investors' lives through successful investing, a goal it has maintained since its founding in 1931. The company aims to provide superior investment results while ensuring a strong focus on client needs.

Company Stage

N/A

Total Funding

$703.7M

Headquarters

Beijing, China

Founded

N/A

Simplify Jobs

Simplify's Take

What believers are saying

  • Partnership with KKR introduces innovative hybrid investment solutions.
  • Expansion in Greater China strengthens Capital Group's Asian market presence.
  • Entry into cryptocurrency with Metaplanet stake shows adaptability to new markets.

What critics are saying

  • Employment scams could harm Capital Group's reputation and trust.
  • Regulatory approval delays may impact new fund launches with KKR.
  • Cryptocurrency market volatility poses financial risks for Capital Group.

What makes Capital Group unique

  • Capital Group's 90-year history showcases its long-term investment expertise.
  • The firm manages over $2 trillion, indicating significant market influence.
  • Capital Group's global presence spans Europe, Asia, Australia, and the Americas.

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Benefits

401(k) Retirement Plan

Performance Bonus

INACTIVE