Capital Group
Relationship Specialist – Investment Resources (Home Office Research Group)
This job is now closed
Job Description
- Req#: JR2985
Employer Industry: Financial Services
Why Consider this Job Opportunity:
- Salary up to $198,398
- Individual annual performance bonus and annual profitability bonus
- Retirement plan with Capital contributing 15% of eligible earnings
- Opportunities for career advancement and growth within the organization
- Travel opportunities with up to 25% travel required
- Premier service delivery to home office research clients
What to Expect (Job Responsibilities):
- Partner with Relationship Manager to build and maintain relationships with strategic intermediaries
- Represent CG by meeting with home office research clients and prospects
- Share alignment of opportunities and firm priorities through research and analysis
- Manage key deliverables and lead coordination of Requests for Information (RFI)/Requests for Proposals (RFP)
- Drive product availability, upgrades, and placements with strategic intermediary firms
What is Required (Qualifications):
- 3+ years of financial service experience in sales, relationship, or account management
- In-depth knowledge of investment concepts and financial analysis
- Must hold or obtain SIE, Series 7, 63/65, or 66 within the first 90 days
- Knowledge of compliance/regulatory requirements
- CIMA, CFA, or similar designations
How to Stand Out (Preferred Qualifications):
- 0-2 years of experience as an Rx Technician or Customer Service Representative in a healthcare-related service
#FinancialServices #Sales #RelationshipManagement #InvestmentStrategies #CareerGrowth
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We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer.About the company
Capital Group is an American financial services company.
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