Institutional Relationship Specialist

Capital Partners Mortgage LLC

Northeast region, US
Base: $175,000-$200,000; bonus/equity: applicable ...
Institutional retirement marketplace understanding
Consultative selling skills
Critical thinking and presentation skills
As an Institutional Relationship Specialist, you will partner with Capital Group’s retirement plan sales teams to deliver education and point of sale expertise in representing Capital Group’s institutional retirement capabilities to advisors and large institutional clients, driving retirement plan asset growth in the large institutional market

Job Summary

  • As an Institutional Relationship Specialist, you will partner with Capital Group’s retirement plan sales teams to deliver education and point of sale expertise in representing Capital Group’s institutional retirement capabilities to advisors and large institutional clients, driving retirement plan asset growth in the large institutional market.
  • You’ll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses.
  • We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workplace.

Matching Summary

As an Institutional Relationship Specialist, you will partner with Capital Group’s retirement plan sales teams to deliver education and point of sale expertise in representing Capital Group’s institutional retirement capabilities to advisors and large institutional clients, driving retirement plan asset growth in the large institutional market.

Salary

Base: $175,000-$200,000; Bonus/Equity: Applicable bonuses, discretionary annual incentive program; Benefits: Competitive salary, bonuses and benefits, company-funded retirement contribution, generous time-away and health benefits, 2-for-1 matching gifts, annual grants

Skills & Requirements

Must-have

  • Institutional retirement marketplace understanding
  • Consultative selling skills
  • Critical thinking and presentation skills
  • Represent complex investment products
  • Partner with retirement plan salesforce
  • Drive territory growth and asset growth

Nice-to-have

  • Fostering a strong sense of belonging
  • Diverse perspectives and experiences
  • Recognized for performance
  • Lead a full life
  • Charitable contribution matching

Key Requirements

  • Bachelor’s degree required
  • CFA or MBA preferred
  • 10+ years institutional sales experience
  • Series 7, 63, and 66 licenses

Work Rights

Not specified

Tailored Resume

Cover Letter