Institutional Relationship Specialist

Capital Group

Northeast, US
Base: $175,000-$200,000; bonus: applicable individ...
10+ years institutional sales experience
Series 7 63 and 66 licenses
Strong consultative selling skills
You will partner with Capital Group's retirement plan sales teams to deliver education and expertise in representing institutional retirement capabilities

Job Summary

  • You will partner with Capital Group's retirement plan sales teams to deliver education and expertise in representing institutional retirement capabilities.
  • The role offers a competitive base salary ranging from $175,000 to $200,000 plus applicable bonuses and a 15% company-funded retirement contribution.
  • Capital Group fosters a culture of belonging where diverse perspectives are valued and employees can lead a full life with flexible work options.

Matching Summary

You will partner with Capital Group's retirement plan sales teams to deliver education and expertise in representing institutional retirement capabilities.

Salary

Base: $175,000-$200,000; Bonus: Applicable individual annual performance bonus and profitability bonus; Benefits: 15% retirement contribution, medical, dental, PTO

Skills & Requirements

Must-have

  • 10+ years institutional sales experience
  • Series 7 63 and 66 licenses
  • Strong consultative selling skills

Nice-to-have

  • CFA or MBA degree preferred
  • Understanding of complex investment products
  • Ability to build trusted advisor relationships

Key Requirements

  • Bachelor's degree required
  • Series 7 license required
  • Series 63 license required
  • Series 66 license required
  • 10+ years of institutional sales experience

Work Rights

Not specified

Tailored Resume

Cover Letter