• Job Description

  Req#: JR2151

  Capital Group Private Client Services is a privately-owned wealth management firm committed to delivering premium, personalized service and superior long-term investment results and comprehensive advisory capabilities to a select group of wealthy individuals, trusts, and foundations. We are backed by the global resources of Capital Group – one of the world’s oldest and largest asset management firms, with nearly 8,000 employees in offices around the world.

  The firm is comprised of two hundred dedicated associates including forty-four Private Wealth Advisors. The Advisors are supported by the firm’s Wealth Advisory Group, with access to experts in such areas as financial and legacy planning, tax and estate planning, asset allocation, investment manager research and philanthropy, as well as the Client Relationship Team, providing direct support of the Advisors and their practices.

  PCS was founded in 1974 and began as an in-house family office for of the Capital Group organization, and a third of clients are still current or former Capital Group associates and their families. Clients entrust PCS to manage $33 billion in assets with an average client relationship of $15 million.

  “I can succeed as the National Director, Private Client Services.”

  As the National Director, you will be responsible for developing and implementing strategic sales initiatives to drive revenue growth and expand our private client base on a national scale. In this critical leadership role, you will lead the Regional Leadership and sales teams responsible for client acquisition and retention.

  Day to day, you will:

  • Develop and execute a comprehensive national sales strategy for Private Client Services to achieve revenue targets and market expansion goals.

  • Provide strategic direction to Regional Directors and advisor teams, ensuring alignment with overall organizational objectives.

  • Represent sales and service strategy in the PCS Management Committee and other leadership forums.

  • Identify and pursue national strategic business opportunities, cultivating relationships with strategic partnerships, high-net-worth individuals, families, private entities, and COIs.

  • Establish and monitor key performance indicators (KPIs) to evaluate the effectiveness of sales strategies and drive advisor accountability to performance and activity expectations through the Regional Directors.

  • Stay abreast of industry trends, competitor activities, and market changes to adjust sales strategies accordingly.

  • Partner with internal Capital Group market research teams to conduct regular analysis to identify emerging trends, opportunities, and potential risks.

  • Ensure that all sales activities comply with regulatory requirements and industry standards, partnering closely with legal and compliance teams to mitigate risks and uphold ethical business practices.

  “I am the person Capital Group is looking for.”

  • You have exceptional industry experience, with a proven track record as a leader in wealth management and a deep understanding of private client needs.

  • You are strategic, partnering actively and looking holistically at the sales operating environment to identify opportunities for improvement that can create efficiency and accelerate growth.

  • You are an inspirational leader, helping advisors and associates visualize near and long term success, and instilling purpose and driving engagement in day to day prospecting and client service.

  • You are agile, 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 strategic priorities.

  • You are collaborative, partnering seamlessly with teams across Capital Group, including marketing, product development, sales and service, to enhance the overall client experience and ensure alignment of sales efforts.

  • You are results oriented, setting clear expectations and driving accountability with both underlying behaviors as well as long term results.

  • You develop talent, ranging from new advisors to those with decades of experience.

  • You are influential and credible, operating as a highly visible ambassador and promoting excellence in client engagement, relationship development and practice management.

  • You are a present, hands-on leader and have a track record of coaching, mentoring, and developing high-performing sales teams.

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  Southern California Base Salary Range: $315,000-$355,000

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  San Francisco Base Salary Range: $315,000-$355,000

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  New York Base Salary Range: $315,000-$355,000

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  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.

• About the company

  Capital Group is an American financial services company.

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