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Relationship Specialist- Investment Resources
San Antonio, TX
Job Description
"I can succeed as a Relationship Specialist - Investment Resources at Capital Group."
As a Relationship Specialist - Investment Resources, you will partner with the Relationship Manager Investment Resources (RMIR) to influence sales growth within Capital Group's strategic intermediary firms in North America by expanding platform access and servicing home office research groups. You will identify business development opportunities, as well as manage relationships with the firms' research groups, by analyzing, identifying, and recommending investment strategies.
"I am the person Capital Group is looking for."
* You will partner closely with the Relationship Manager to build and maintain relationships with strategic intermediaries by developing & executing business plans, delivering traditional and nontraditional resources and proactively engaging clients
* You will represent CG by meeting with home office research clients and prospects virtually and in person by traveling up to 25%
* You will represent intermediary firm views to the broader CG organization by sharing alignment of opportunities and firm priorities through researching and analysis of investment results, industry trends and firm-specific business models/priorities
* You will provide premier service to home office research clients by managing key deliverables and lead the coordination of Requests for Information (RFI)/Requests for Proposals (RFP) from assigned intermediaries
* You demonstrate working knowledge of compliance/regulatory requirements
* You hold the in-depth knowledge of investment analysis/financial analysis as acquired through CIMA, CFA, and/or CFP
Southern California Base Salary Range: $116,974-$187,158
San Antonio Base Salary Range: $96,162-$153,859
New York Base Salary Range: $123,999-$198,398
Indianapolis Base Salary Range: $102,428-$163,885
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.
As a Relationship Specialist - Investment Resources, you will partner with the Relationship Manager Investment Resources (RMIR) to influence sales growth within Capital Group's strategic intermediary firms in North America by expanding platform access and servicing home office research groups. You will identify business development opportunities, as well as manage relationships with the firms' research groups, by analyzing, identifying, and recommending investment strategies.
"I am the person Capital Group is looking for."
* You will partner closely with the Relationship Manager to build and maintain relationships with strategic intermediaries by developing & executing business plans, delivering traditional and nontraditional resources and proactively engaging clients
* You will represent CG by meeting with home office research clients and prospects virtually and in person by traveling up to 25%
* You will represent intermediary firm views to the broader CG organization by sharing alignment of opportunities and firm priorities through researching and analysis of investment results, industry trends and firm-specific business models/priorities
* You will provide premier service to home office research clients by managing key deliverables and lead the coordination of Requests for Information (RFI)/Requests for Proposals (RFP) from assigned intermediaries
* You demonstrate working knowledge of compliance/regulatory requirements
* You hold the in-depth knowledge of investment analysis/financial analysis as acquired through CIMA, CFA, and/or CFP
- Note: You must hold and or obtain within the first 90 days of employment the SIE, Series 7, 63/65, or 66
Southern California Base Salary Range: $116,974-$187,158
San Antonio Base Salary Range: $96,162-$153,859
New York Base Salary Range: $123,999-$198,398
Indianapolis Base Salary Range: $102,428-$163,885
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.
Job Summary
Company
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Required Experience
Open
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