Investment Relationship Manager

4 days ago


Chicago, Illinois, United States Capital Group Full time

Unlock Your Potential as a Consultant Relationship Specialist at Capital Group

As a Consultant Relationship Specialist at Capital Group, you will play a critical role in representing our Institutional Investment Services to the largest institutional consultants and OCIOs. Your expertise in gathering information, synthesizing it, and presenting it in a concise and compelling manner will be invaluable in building strong relationships and driving business growth.

Key Responsibilities:

  • Partner with internal resources to support critical initiatives such as management reporting, data accuracy, and mass/automated communications.
  • Collaborate with Consultant Relationship Managers and Internal Sales & Support Coordinators in a sales-oriented team model.
  • Develop and maintain meaningful relationships with consultants and OCIOs, leveraging your exceptional communication skills to influence a variety of personalities.
  • Stay up-to-date on economic market trends and industry developments, applying your deep level of investment expertise to drive business value.
  • Present our strategies to consultants and prospects, coordinating all sales opportunities and identifying key influencers, organizational structures, and opportunities.

Requirements:

  • Series 7 & 66 licenses, which can be completed within the first couple of months in the role.
  • Bachelor's degree and 5+ years of experience in a related field.
  • Chartered Financial Analyst (CFA) designation or desire to obtain.

Capital Group offers a highly competitive base salary, individual annual performance bonus, and annual profitability bonus, as well as a retirement plan with a 15% company contribution. We are an equal opportunity employer, committed to diversity and inclusion.



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