Institutional Relationship Specialist

Capital Group

Regional
Base: $175,000-$200,000; bonus/equity: applicable ...
10+ years of institutional sales experience
Strong understanding of institutional retirement marketplace
Proven consultative selling skills
As an Institutional Relationship Specialist, you will partner with Capital Group’s retirement plan sales teams to drive 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 drive asset growth in the large institutional market.
  • You’ll receive a competitive salary, bonuses, and benefits, including generous time-off and health benefits from day one.
  • Capital Group values integrity, client focus, and community, fostering a culture of belonging and respect.

Matching Summary

As an Institutional Relationship Specialist, you will partner with Capital Group’s retirement plan sales teams to drive asset growth in the large institutional market.

Salary

Base: $175,000-$200,000; Bonus/Equity: applicable bonuses; Benefits: standard benefits package including paid time off, medical, dental and retirement

Skills & Requirements

Must-have

  • 10+ years of institutional sales experience
  • Strong understanding of institutional retirement marketplace
  • Proven consultative selling skills

Nice-to-have

  • Ability to collaborate with functional teams
  • Strong communication and presentation skills
  • Diverse perspectives and backgrounds

Key Requirements

  • Bachelor’s degree required
  • CFA or MBA preferred
  • Series 7, 63, and 66 licenses or equivalent

Work Rights

Not specified

Tailored Resume

Cover Letter