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About the Role
As a Wealth Management Consultant, you will lead sales initiatives in the Wirehouse Channel segment, identifying firm and firm representatives' needs and coordinating efforts to serve those needs. You will manage American Funds Distributions presence, relationships, and business results with key Wirehouse firms. You excel at delivering motivational and informative presentations and are motivated by setting goals and measuring your performance against them.
Responsibilities
- Lead sales initiatives in the Wirehouse Channel segment.
- Identify firm and firm representatives' needs.
- Coordinate efforts to serve identified needs.
- Manage American Funds Distributions presence, relationships, and business results with key Wirehouse firms.
- Deliver motivational and informative presentations.
Requirements
- Proven track record in third-party distribution.
- Broad knowledge of the mutual fund, SMA, ETF and CIT business and sales cultures.
- Demonstrated ability to build long-term relationships.
- Deep technical knowledge of portfolio construction.
- Ability to leverage technologies to create custom analysis (Excel, PowerPoint, Tableau, etc.).
- Proficiency in synthesizing information and presenting it in a distilled manner.
- One or more of the following designations: Series 7, 66, and/or CIMA, and CFA.
Skills
- Sales
- Relationship Building
- Presentation Delivery
- Goal Setting
- Performance Measurement
- Technical Knowledge of Portfolio Construction
- Data Analysis
- Information Synthesis
Location
- New York
Work Type
- Full-time
Experience Level
- Not specified
Education Level
- Series 7
- Series 66
- CIMA
- CFA
Salary/Compensations
- $75,000 + applicable sales commissions and bonuses
Benefits
- Generous time-away and health benefits from day one
- Opportunity for flexible work options
- 2-for-1 matching gifts for charitable contributions
- Opportunity to secure annual grants for charitable organizations
- On-demand professional development resources
- Competitive salary
- Bonuses
- Company-funded retirement contribution (15% of eligible earnings)
- Individual annual performance bonus
- Capital's annual profitability bonus
- Standard benefits package including paid time off, medical, dental and retirement
About the Company
- Capital Group is committed to fostering a strong sense of belonging in a respectful workplace.
- We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences.
- We believe that belonging leads to better outcomes and a stronger community of associates united by our mission.
- Capital Group lives its core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.
- At Capital Group, the success of the people who invest with us depends on the people in whom we invest.
- We offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers.
- Through nine decades, our goal has been to improve people’s lives through successful investing.
- Our history is a testament to the strength of the people we hire.
- More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day.
- Find us on LinkedIn, Instagram, YouTube and Glassdoor.
Equal Opportunity
- 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.
- 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.