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HNW Strategic Partner Lead
Los Angeles, CA
Job Description
Founded in 1931, Capital Group is one of the world's oldest and largest asset management firms with assets under management of $2.6 trillion. Its resources serve as the backbone of Capital Group Private Client Services ('PCS'), which originated in 1971 as the family office for Capital Group executives. PCS has since grown into a $37B business and its 40+ Private Wealth Advisors (PWAs) advise over 2,000 high-net worth individuals and families, about 20% of whom are CG associates.
The Outsourced Advisory Solutions team is responsible for enabling and enhancing connectivity between PCS and Capital Group's expansive Advisor and Wealth Management networks, leveraging the unique capabilities, resources and expertise to the benefit of our partners and their Ultra High Net Worth (U/HNW) clients.
"I can succeed as a HNW Strategic Partner Lead, OAS."
As the HNW Strategic Partner Lead you will be responsible for accelerating sales through directing Capital Group's relationship with key distribution firms by delivering High Net Worth thought leadership, securing new firm to firm partner relationships, and developing strategic plans to further support our broad business to business relationships with broker dealers and RIAs.
You will partner closely with our National Accounts team, bringing the infrastructure of our 50-year Private Clients business to key strategic distribution partners. You excel at leveraging centers of influence relationships to gain access at the home office level, you have experience in the High-Net-Worth space, and you are comfortable in a long, complex sales cycle.
You're motivated by setting goals and measuring your performance against them. You've always considered yourself a people person. You pride yourself on building meaningful relationships and establishing trust. You embrace collaboration and regularly contribute in group discussions, which helps you work skillfully with other senior sales force colleagues to identify opportunities for better investor outcomes.
"I am the person Capital Group is looking for."
Base Salary Range: $100,000 - $150,000
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.
The Outsourced Advisory Solutions team is responsible for enabling and enhancing connectivity between PCS and Capital Group's expansive Advisor and Wealth Management networks, leveraging the unique capabilities, resources and expertise to the benefit of our partners and their Ultra High Net Worth (U/HNW) clients.
"I can succeed as a HNW Strategic Partner Lead, OAS."
As the HNW Strategic Partner Lead you will be responsible for accelerating sales through directing Capital Group's relationship with key distribution firms by delivering High Net Worth thought leadership, securing new firm to firm partner relationships, and developing strategic plans to further support our broad business to business relationships with broker dealers and RIAs.
You will partner closely with our National Accounts team, bringing the infrastructure of our 50-year Private Clients business to key strategic distribution partners. You excel at leveraging centers of influence relationships to gain access at the home office level, you have experience in the High-Net-Worth space, and you are comfortable in a long, complex sales cycle.
You're motivated by setting goals and measuring your performance against them. You've always considered yourself a people person. You pride yourself on building meaningful relationships and establishing trust. You embrace collaboration and regularly contribute in group discussions, which helps you work skillfully with other senior sales force colleagues to identify opportunities for better investor outcomes.
"I am the person Capital Group is looking for."
- You have a degree in finance, economics, statistics or a relevant field of study.
- You have experience in third party distribution within asset management and you have broad knowledge of mutual funds, SMA's and retail platforms.
- You have experience in National accounts or B2B
- You've developed and executed on a business plan for key intermediaries or broker/dealer firms.
- You've fine-tuned your communication style to influence a variety of personalities.
- You demonstrate intellectual curiosity and analytical skills.
- You will help and assist with Capital Group's Outsourced Advisory development initiatives.
Base Salary Range: $100,000 - $150,000
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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