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Capital Group

Asset management with long-term portfolios

Public Private Solutions Sales Specialist

Field SalesConfirmed live in the last 24 hours
Full-timeUnited States

About the Job

Requirements

  • At least 5 years of professional experience in sales or specialist positions engaging with financial advisors and business development professionals.
  • Experience across private markets, understanding of private market fund structures including interval funds, and experience marketing across Wealth Management channels.
  • Experience building sales narratives centered around portfolio construction guidance.
  • Strong analytical skills and ability to analyze opportunities and issues and recommend business solutions.
  • Strong organizational, relationship, communication, and presentation skills.
  • Focus on achievements and outcomes, initiative, and sound business judgment.
  • Ability to develop, prioritize, and implement best practices.
  • Ability to adapt and thrive in a startup opportunity within a large asset management firm.
  • Bachelor’s degree.

Responsibilities

  • Represent Public Private Solutions in the market through product education, private-markets capital markets updates, guidance on interval funds, and portfolio construction guidance.
  • Partner with Wealth Management Sales to identify, prioritize, and schedule territory travel, and prioritize opportunity zones and coverage frequency within the territory.
  • Serve as a Public Private Solutions sales and investment resource for sales force members in the territory, including supporting one-to-one engagements, regional meetings, and national events through at least 2–3 days of weekly territory travel.
  • Synthesize information from Capital Group teams and external partners to create timely capital market, competitor, and portfolio construction updates for sales force members in the territory.
  • Manage stakeholders and serve as a product partner and resource for Sales leadership teams, including Regional Sales and Marketing, to keep messaging relevant to the market; participate in regular product leadership meetings.
  • Coordinate delivery of relevant information and data on private market trends and fund-specific competitive landscapes; collaborate with Public Private Solutions marketing on some writing and business intelligence across divisions and SFM.
  • Work with the Public Private Solutions Product team and Wealth Management Sales Leadership to create or deploy the Public Private Solutions Sales and Marketing plan.
  • Build, deliver, and maintain training for external sales force members in Wealth Management.

Desired Qualifications

  • A Master’s degree.
  • CFA or CAIA.

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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