Institutional Relationship Specialist

Capital Group

Northeast region, US
Base: $175,000-$200,000; bonus/equity: applicable ...
Institutional retirement capabilities
Retirement plan salesforce partnership
Territory market business plans
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.
  • Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide.
  • Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options.

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; 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 capabilities
  • Retirement plan salesforce partnership
  • Territory market business plans
  • Cross-selling opportunities
  • Institutional point of contact

Nice-to-have

  • Fostering a strong sense of belonging
  • Diverse perspectives and experiences
  • Charitable contribution matching
  • On-demand professional development

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter