Posted: Tuesday, January 2, 2018 4:00 PM
Req ID: 3423
Experience Level: Professional
Other Location(s): N/A
Relocation offered: Yes
Travel required: a. Up to 25
Come grow with us
At Capital Group, how we work is defined by shared values that include absolute integrity, respect and collaboration. But its more than that. Its smart and highly driven people united in purpose to serve our investors and one another.
Bring your energy and unique perspective to Capital and youll have the opportunity to grow with us professionally, personally, and financially. Youll be part of a team that genuinely cares about helping you succeed. Youll work alongside talented colleagues, many of whom build long careers while progressing through multiple roles, establishing lifelong friendships and making a difference in our communities. In return for your contributions, youll receive premier compensation and benefits, and a company:funded retirement plan that ranks among the most generous.
Within Capital Group, North American Distribution oversees sales and distribution for North America across various client segments including retail and institutional clients. Their efforts are focused on positioning Capital Group as the active investment manager of choice, providing superior service, sales and marketing experience while broadening our business.
As an Institutional Relationship Specialist on our Internal Sales and Support team, you will partner directly with an external wholesaler to develop and execute a strategic sales strategy for a multi:state U.S. territory to develop, retain, and manage RIAs, Consultants and Bank Trusts.
Raise and retain assets within a geographic territory by making proactive phone calls to Registered Investment Advisors and prospects to uncover and develop unique opportunities through probing and research.
Focus on building relationships with RIAs by sharing Capital insight and culture, investment policies, and product information; gathers business intelligence and offers sales support.
Assist RIAs in developing portfolios and provides ideas for effective practice management; shares investment ideas, investment education and product information with clients and prospects.
Leverage marketing materials / campaigns to target specific clients and prospects for sales opportunity development.
Identify cross:selling and prospecting opportunities through research in internal / external databases and company websites.
Monitor external calendars, anticipates information needed in meetings, and assists with preparation of information for meetings.
Proactively identify clients:at:risk, helps determine a client retention plan and works with external wholesaler to execute on that plan.
3+ years related industry experience working with intermediaries or previous client service experience.
Knowledge of RIA market
Demonstrate high degrees of initiative in identifying challenges/opportunities and recommending solutions.
Strong communication and analytical skills and attention to detail.
Ability to collaborate effectively with a diverse group of associates and clients.
Ability to lead and influence others.
Series 6, 63 and/or 7
Ability to travel up to 30 of the time
Bachelors degree preferred.
Founded in 1931, Capital Group is one of the worlds largest and most trusted investment management companies and home to the American Funds. We manage more than US1.39 trillion in assets, and our 7,500 associates make our clients their first priority every day. When we do our job right, millions of investors around the world fulfill their dreams and financial goals, from home ownership and higher education, to a comfortable retirement. Our long:term investment results and outstanding service set us apart from our competitors, while our workplace sets us apart from other employers.
We are an equal opport
• Location: Indianapolis
• Post ID: 33550412 indianapolis