Capital Group · 3 hours ago
Relationship Manager, Outsourced Advisory Solutions
San Francisco
Full-time
Onsite
Mid, Senior Level
$128K/yr - $171K/yrCapital Group is a leading investment management company that values diversity and belonging in the workplace. They are seeking a HNW Relationship Manager to support Private Wealth Consultants by onboarding new high-net-worth households and ensuring exceptional service for Advisors and clients.
Financial Services
Responsibilities
Support west coast Private Wealth Consultants (PWC) within Capital Group Private Client Services (PCS)
Onboard new HNW households in coordination with PWCs, external financial advisors, and in collaboration with PCS Senior Business Leaders
Facilitate and advance opportunities with Advisors and the Capital Group salesforce members that support them
Track opportunities, create proposals, and ensure Advisors and clients experience exceptional service
Responsible for accurate and compliant oversight, handoff, and tracking of Advisor, client, and account activities
Qualification
Required
Outstanding professional experience and industry knowledge, including knowledge of HNW planning issues
Demonstrate strong sales and service acumen
Results oriented, working successfully as an individual or in a team to ensure deliverables are completed in a timely manner
Able to anticipate downstream impacts of decisions
Credible and influential, instilling trust through self-confident interactions
In-depth financial and business acumen
Agile and entrepreneurial, able to anticipate and deliver on the needs of a sophisticated and fast-paced business
Possess the ability to simultaneously balance a wide range of projects
Collaborative with internal and external stakeholders to drive business outcomes
Tech savvy and able to quickly develop expertise on external/TAMP technology including proposal generation and account maintenance
Benefits
Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options
Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love
Access on-demand professional development resources that allow you to hone existing skills and learn new ones
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.
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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