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SMA Sales Specialist
2 months ago
About the Role:
The SMA Sales Specialist is a key member of Capital Group's Divisional Sales teams, responsible for delivering point of sale expertise in representing Capital Group/American Funds' SMA strategies to financial advisors.
Key Responsibilities:
- Identify, prioritize, and schedule territory travel to gain an understanding of and prioritize the highest opportunity zones and coverage frequency within the territory.
- Actively participate as an SMA sales and investment resource for sales force members in their territories, requiring a minimum of 2-3 days of weekly territory travel.
- Serve as an SMA sales consultant for division management, as well as internal and external sales force members.
- Actively participate as an SMA sales and investment resource for division, regional, and national sales force meetings.
- Coordinate with division and national sales management in representing SMA across a variety of venues, including national, regional, and home office meetings/conferences.
- Work with internal and external sales force management to establish a schedule and syllabus for site-based SMA training, coordinate, and participate in regularly scheduled site-based SMA investment and sales training.
- Coordinate delivery of relevant information and data on the general and fund-specific competitive landscape, with some writing on SMA-related topics required.
- Be an SMA business intelligence resource for division sales management, as well as the internal and external sales force.
- Work closely with the product team and sales force management on the creation and/or deployment of the SMA Sales plan holistically and by territories.
- Help build and deliver all training to external SFM's in Wealth Management.
Requirements:
- 5-7 years of SMA experience, preferably in a selling role.
- CFA, CIMA, or CFP strongly preferred.
- Excellent verbal and presentation skills.
- Strong analytical skills and the ability to analyze opportunities/issues and to recommend business solutions.
- Strong training or leadership background.
- A focus on achievement and a drive to take initiative while demonstrating sound business judgment.
- The ability to develop, prioritize, and implement best practices.
- A leadership style that is open, approachable, and informing.
- The successful candidate will wholly embrace American Funds and Capital Group's investment philosophy.
What We Offer:
- A highly competitive base salary, per plan guidelines, restrictions, and vesting requirements.
- Eligibility for applicable sales bonuses, plus Capital's annual profitability bonus.
- A retirement plan where Capital contributes 15% of your eligible earnings.