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Client Relationship Senior Manager

Capital Group
retirement plan
United States, California, West Los Angeles
October 05, 2023
"I can succeed as the Client Relationship Senior Manager at Capital Group."

The Client Relationship Senior Manager plays a vital role in the success of Capital Group Private Client Services - leading national client service efforts focused on growing our business and providing an exceptional client experience. In partnership with each Regional Director, this person has responsibility for the regional managers and works closely with Sales Leadership, Sales Enablement, Marketing and Compliance on national issues. The Client Relationship Senior Manager contributes to the development of strategic business plans and drives and participates in a variety of important initiatives.

As a player/coach, the Client Relationship Senior Manager is also solely responsible for one regional office working with the Regional Director to achieve sales and service goals for the region while building an environment that supports PCS' core values. The ideal candidate excels at developing and maintaining strong, collaborative teams, coaching and mentoring associates on development objectives and ensuring accountability, all while executing on national strategies and delivering operational excellence.

In their National Role, the Client Relationship Senior Manager will:
  • Set and execute on the strategic direction for the client service function in partnership with sales and senior leadership
  • Provide oversight and direction of national issues which impact all regions
  • Evaluate business processes and procedures, with a focus on continuous improvement, creating efficiencies and scale across regions and roles
  • Develop and maintain an effective and motivated team of managers who support each other, share best practices, and provide exceptional service across the country
  • Oversee processes that ensure all transitions comply with the highest industry standards, protecting clients and Capital Group
  • Work collaboratively across Capital Group and Private Client Services, bringing high net worth client servicing and operational expertise to all new business initiatives


As the Client Relationship Manager of a Region, the Client Relationship Senior Manager will:
  • Partner with the Regional Director to determine and implement the regional business strategy
  • Manage client service associates, building a strong and motivated team which executes the regional client service strategy and delivers an exceptional client experience
  • Facilitate and support the prospecting and servicing efforts of Advisor Teams
  • Ensure accountability and drive operational and procedural compliance
  • Oversee the office, working with office services


Additional required competencies:

Directs Work
  • Delegates and distributes assignments and decisions appropriately
  • Provides appropriate guidance and direction based on people's capabilities


Sets the Tone
  • Models our core values and thoughtfully enhances our culture
  • Reinforces what makes Capital a unique and special place to work
  • Creates high standards of excellence and sets an example for others to follow
  • Brings energy and enthusiasm to the environment


Engages People
  • Builds genuine relationships and leads with care
  • Actively engages and motivates associates
  • Develops and coaches associates to meet business goals
  • Cultivates strong and diverse teams


Drives the Business
  • Develops and executes strategies that are rooted in Capital's vision, and position us for continued success
  • Manages our business for sustainable growth, and leads the changes needed to deliver superior results and services over the long-term


Challenges Self
  • Actively develops and invests in professional and personal capabilities
  • Seeks new ways to grow and be challenged as a leader
  • Balances the intellectual, physical, and emotional dimensions of leadership


"I am the person Capital Group is looking for."
  • You have a bachelor's degree in Business Administration, Management, Finance, or a related field
  • You have 10+ years' experience in Wealth Management, preferably in a Registered Investment Advisory Firm with a focus on High Net Worth and Ultra High Net Worth clients
  • You have proven experience in a senior management role
  • You have excellent interpersonal and communication skills, with the ability to engage and influence stakeholders at all levels
  • You have strong strategic thinking and problem-solving abilities
  • You have exceptional organizational and project management skills
  • You have the ability to handle sensitive and confidential information with the utmost discretion
  • You have high adaptability and the ability to thrive in a fast-paced, ever-changing environment


Southern California Base Salary Range: $163,779-$278,424

In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.

You can learn more about our compensation and benefits here .

We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.

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