SMA Sales Specialist

3 weeks ago


Atlanta, Georgia, United States Capital Group Full time

About the Role:

The SMA Sales Specialist is a key member of the Capital Group team, responsible for delivering point of sale expertise in representing Capital Group/American Funds' SMA strategies to financial advisors.

Key Responsibilities:

  • Identify and prioritize high-opportunity zones within the territory, and schedule regular travel to engage with sales force members.
  • Act as an SMA sales and investment resource for division management, internal and external sales force members, and participate in regular sales force meetings.
  • Coordinate with division and national sales management to represent SMA across various venues, including national, regional, and home office meetings.
  • Develop and deliver site-based SMA training, and provide relevant information and data on the competitive landscape.
  • Support the creation and deployment of the SMA Sales plan, and work closely with the product team and sales force management.

Requirements:

  • 5-7 years of SMA experience, preferably in a selling role.
  • CFA, CIMA, or CFP strongly preferred.
  • Excellent verbal and presentation skills, with strong analytical and training/leadership backgrounds.
  • A focus on achievement, drive to take initiative, and sound business judgment.
  • Ability to adapt and thrive in a startup opportunity within a large world-class asset management firm.

Preferred Location: South or Southeast of the United States.

Compensation and Benefits: Highly competitive base salary, applicable sales bonuses, annual profitability bonus, and a retirement plan with 15% company contribution.


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