Client Relationship Team Manager

3 weeks ago


New York, United States Capital Group Companies Full time

“I can succeed as a Client Relationship Team Manager at Capital Group.”

As CRT Manager, you will lead a team that anticipates, facilitates, and advances client servicing and Private Wealth prospecting and sales efforts. In this role, you are responsible for developing and maintaining a strong, collaborative team environment, coaching and mentoring associates on development objectives and ensuring accountability and driving operational and procedural compliance.

“I am the person Capital Group is looking for.”- You will work closely with the Regional Director, working to develop and execute regional business strategies, in support of national business objectives.- You will manage associate performance and development through coaching to ensure goals and objectives are attained.- You communicate effectively with other internal managers and senior managers primarily on operational, technical, and project-related issues.- You will manage strategic business support for the department and the Private Client Services team.- You will ensure that the highest level of service is efficiently delivered by the team.- You will provide high level guidance and resolutions on escalated issues, exceptions, and complex requests with broad impacts.- You ensure established guidelines are followed within the team, establishing individual/team goals and objectives for associates to support business area objectives.- You proactively review team processes and work product to identify risk, assure best practices and align with current business needs.

Posting End Date: June 1, 2024









New York Base Salary Range: $156,935-$251,096




















- In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital’s annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings._
- You can learn more about our compensation and benefits _
- here_
- ._
- _Temporary positions in Canada and the United States_ are excluded from the above mentioned compensation and benefit plans._



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