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Client Relationship Manager

1 month ago

St Johnsbury, United States Capital Group Full time

“I can succeed as an Institutional Client Relationship Manager at Capital Group.” As one of our Client Relationship Managers (CRM) working within the Institutional Client Service Group, you will have direct responsibility for overseeing and servicing a territory representing a wide array of our institutional investor clients. These clients include large corporate, public, and endowment/foundation plan sponsors that have investments with Capital Group spanning all of Capital Group’s offerings; equity, fixed income, and multi asset. Our clients are defined benefit pension providers, defined contribution plan sponsors, and endowments/foundations that can include nonprofit organizations or universities. In addition to working directly with our institutional clients, you will also work closely with their field consultants. This will require coordination, collaboration, and partnership across Capital Group’s institutional teams, and other resources within the organization that support our client service efforts. Your primary focus will be on retaining and growing our overall relationships with the institutional clients in your territory. You will spend time working outside of our offices, making proactive calls and visits to your clients with the goal of delivering a superior client service experience. “ I am the person Capital Group is looking for.” You have a minimum of 10 years financial service experience, of which 5 years is in the institutional space. You have a track record of delivering excellence in client service and sales in this channel. You have strong communication skills including the ability to deliver presentations and lead teams to successful client outcomes. You have flexibility to travel. You have experience navigating all of Capital Group’s internal resources to deliver excellence in client service as part of your skill set. Registrations This role requires the Series 7, Series 66 or 63, and the Series 65. Locations New York, Washington DC, Baltimore, Maryland, Boston, MA preferred. Compensation Base Range: $120,000 to $180,000. 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. We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law. #J-18808-Ljbffr