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Capital Group

Asset management with long-term portfolios

Wealth Management Consultant

Sales & TradingConfirmed live in the last 24 hours
Full-timeUnited States$75k - $100k

About the Job

Requirements

  • A proven track record in third-party distribution, broad knowledge of the ETF, mutual fund, separately managed account, and collective investment trust businesses and sales cultures, and demonstrated ability to build long-term relationships.
  • Ability to effectively lead and motivate a territory team consisting of an Internal Wholesaler, Divisional Wholesaler, and Regional Wholesaler.
  • Ability to partner with a Retirement Plan Wholesaler and asset class, vehicle, and practice management specialists to drive results.
  • A proven track record and deep technical knowledge of portfolio construction.
  • Ability to leverage technologies to create custom analysis using Excel, PowerPoint, Tableau, or similar tools.
  • Ability to synthesize information and present it in a distilled manner.
  • One or more of the following designations: Series 7, AIF, AIFA, PPC, CIMA, and CFA.

Responsibilities

  • Lead sales initiatives in the Cross Channel segment as a key member of the wholesaling team.
  • Identify firm and firm representatives’ needs and coordinate efforts to serve those needs.
  • Manage American Funds Distributions’ presence, relationships, and business results with key firms.
  • Deliver motivational and informative presentations.
  • Set goals and measure performance against them.
  • Work with other Senior Sales Force members to identify opportunities for better investor outcomes.

About the Company

Capital Group

Asset management with long-term portfolios

Capital Group is a private investment firm managing equity and fixed-income assets for millions of investors. It builds long-term, high-conviction portfolios using rigorous research and the American Funds lineup to pursue steady, durable results rather than short-term trades. It differentiates itself through strong personal accountability, a globally distributed team, and a research-driven investment process. Its goal is to improve people’s lives through successful investing.

Company size
5,001-10,000
Company stage
Not listed
Total funding
$65.4B
Headquarters
Dongcheng District, China
Founded
Not listed

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