Institutional Client Relationship Manager

Capital Group

Regional
Base: $152,000-$177,000; bonus/equity: not specifi...
10 years financial service experience
5 years in institutional space
Strong communication skills
You will oversee and service a territory representing a wide array of institutional investor clients

Job Summary

  • You will oversee and service a territory representing a wide array of institutional investor clients.
  • Your primary focus will be on retaining and growing relationships with institutional clients.
  • Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options.

Matching Summary

You will oversee and service a territory representing a wide array of institutional investor clients.

Salary

Base: $152,000-$177,000; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • 10 years financial service experience
  • 5 years in institutional space
  • strong communication skills

Nice-to-have

  • flexibility to travel
  • ability to deliver presentations
  • collaboration across teams

Key Requirements

  • Series 7, Series 66 or 63, and Series 65
  • track record of delivering excellence in client service
  • experience navigating internal resources

Work Rights

Not specified

Tailored Resume

Cover Letter