Capital Group · 1 month ago
Defined Contribution Senior Strategist
Los Angeles
Full-time
Onsite
Senior Level, Lead/Staff
$196K/yr - $228K/yr
10+ years expCapital Group is a leading financial services company dedicated to improving people's lives through successful investing. The Defined Contribution Senior Strategist will provide expertise in workplace retirement plans, focusing on defined contribution and wellness, while supporting client relationships and delivering thought leadership in the retirement space.
Financial Services
Responsibilities
Works collaboratively and travel with the sales force to provide retirement expertise and assist in growing sales and engagement with institutional plan sponsors, financial advisors, heavy retirement plan advisers, institutional consultants and retirement plan platforms
Serves as a specialized resource that Capital’s sales force can leverage to deepen relationships with the firm’s best retirement clients and prospects
Leads or conducts research projects or analytical engagements for prospects and clients with the support of the institutional solutions analytics team
Success analyzing plan demographics and applying client centric lens to improve client engagement and commercial storytelling
Experience modeling and evaluating custom target date solutions, white label multi-manager structures and other non-target date product specific client needs
Develop fluency across all Capital’s product lines and vehicles including CIT’s, SMA’s, mutual funds, insurance products, proprietary recordkeeping platforms, IRA’s, and target date funds
Effectively communicate Capital’s views on defined contribution plan design and retirement planning concepts
Properly position Capital’s/American Funds’ solutions to meet the needs of retirees, sponsors and their participants both in and out of the plan environment
Participate in the development of Capital’s thought leadership and deliver to audiences of various sizes in one-on-one meetings, client team meetings and at industry conferences and client events
Represent Capital Group as a member of industry associations through industry sub-committees and leadership roles
Participate in Capital’s retirement product development efforts
Assist with the development of retirement thought leadership
Provide a real-time voice of the customer in go-to-market strategy development
Act as the conduit of information between the retirement marketplace and the business leaders and sales force
Qualification
Required
Minimum of 10 years' experience in the financial services industry in a client facing, retirement product sales and/or business development role
Exhibit a solid understanding of the investment needs, business objectives, and overall retirement issues facing retirees, wealth platforms, plan sponsors and intermediaries including consultants, retirement plan advisers, third party administrators and recordkeeping platforms
Demonstrate the ability to collaborate and develop/maintain working relationships inside and outside of the organization to enable effective completion of business objectives
Ability to identify issues and recommend solutions on complex and broad matters
Exhibit strong analytical and research capabilities
Strong time management skills
Effective written communication and presentation skills, including public speaking, to interact with a diverse group of associates, senior business leaders, and individuals outside of the organization
Exceptional team player, with strong collaboration skills
Highly motivated and self-sufficient
Multitask and be execution oriented
Unwavering ethics and integrity. I am value oriented
Has a low ego
Driven, enthusiastic and creative
Undergraduate degree required, strong preference for a CFA or MBA
Series 7 and Series 63 (or equivalent – ie. 66) is required
Benefits
Generous time-away and health benefits from day one
2-for-1 matching gifts for your charitable contributions
Opportunity to secure annual grants for the organizations you love
Access on-demand professional development resources
Company
Capital Group
Capital Group was established in 1931 in Los Angeles, California, and now has 31 offices around the globe.
Founded in 1931Los Angeles, CA, US
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Mike Gitlin
President & CEO
Canise Arredondo (she/her/hers)
Chief Financial Officer
Recent News
2024-05-06
2024-04-17
2024-02-27
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