Job posting has expired

High Net Worth Relationship Manager, Outsourced Advisory Solutions

Capital Group
retirement plan
United States, New York, New York
Jul 25, 2024
Founded in 1931, Capital Group is one of the world's oldest and largest asset management firms with assets under management of $2.6 trillion. Its resources serve as the backbone of Capital Group Private Client Services ('PCS'), which originated in 1971 as the family office for Capital Group executives. PCS has since grown into a $37B business and its 40+ Private Wealth Advisors (PWAs) advise over 2,000 high-net worth individuals and families, about 20% of whom are CG associates. The Outsourced Advisory Solutions team is responsible for enabling and enhancing connectivity between PCS and Capital Group's expansive Advisor and Wealth Management networks, leveraging the unique capabilities, resources and expertise to the benefit of our partners and their Ultra High Net Worth (U/HNW) clients. "I can succeed as a HNW Relationship Manager." As a HNW Relationship Manager, you will lead strategic business support for the Outsourced Advisory Solution in coordination with the OAS Product Manager and Senior Business Leaders. You will anticipate, facilitate, and advance opportunities with Advisors, salesforce members in NACG and PWAs on the Outsourced Advisory Solutions (OAS) Platform. You will track opportunities, create, and deliver proposals, and work directly with Advisors and Capital Group salesforce members to ensure SLAs are met and Advisors experience exceptional service. You will be responsible for accurate and compliant oversight, handoff and tracking of Advisor, client and account activities. "I am the person Capital Group is looking for." You have outstanding professional experience and industry knowledge, including knowledge of HNW planning issues, and you demonstrate strong sales and service acumen. You are results oriented, working successfully as an induvial or in a team to ensure deliverables are completed in a timely manner, and you are able to anticipate downstream impacts of decisions. You are a credible and influential, instilling trust through self-confident interactions and in-depth financial and business acumen. You are agile and entrepreneurial, able to anticipate and deliver on the needs of a sophisticated, and fast-paced business and possess the ability to simultaneously balance a wide range of projects. You are collaborative, partnering seamlessly with internal and external stakeholders to drive business outcomes. You are tech savvy, able to quickly develop expertise on TAMP technology including proposal generation, allocation decisions and account maintenance, and stay abreast of enhancements. San Antonio Base Salary Range: $108,182-$173,091 New York Base Salary Range: $139,498-$223,197 Indianapolis Base Salary Range: $115,232-$184,371 Chicago Base Salary Range: $122,629-$196,206 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 . * Temporary positions in Canada and the United States are excluded from the above mentioned compensation and benefit plans. 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.