Retirement Plan Counselor
hace 2 semanas
“I can succeed as the Retirement Plan Counselor”As one of our Retirement Plan Counselors, you’ll lead sales initiatives in the Retirement Plan Sales market, identifying firm and firm representatives’ needs and coordinating efforts to serve those needs. You’ll partner with Wealth Management Wholesalers to manage Capital Client Group (American Funds Distributions) presence, relationships, and drive business results with key brokerage firm representatives. Your territory will cover the Greater Los Angeles, Inland Empire, and Hawaii area.“I am the person Capital Group is looking for.”- You have a broad knowledge and proven track record of sales success in the mutual fund business and retirement plan sales, and the demonstrated ability to build long-term relationships.- You know how to leverage technological resources to create custom analysis.- You are an excellent communicator and have significant sales experience in the registered investment advisor space.- You’re well-versed in synthesizing information and presenting it in a distilled manner. You have a series 7, 63, and 66 licenses or equivalent, as well as one or more of the following designations AIF, AIFA, PPC, CIMA, and CFA.- 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._
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Divisional Wealth Management Consultant
hace 3 semanas
Regional, México Capital Group Companies A tiempo completo“I can succeed as a Divisional Wealth Management Consultant at Capital Group.”As a Divisional Wealth Management Consultant, you will be responsible for driving sales as part of a Territory Team working with up to 3 Wealth Management Consultants within a specific geographic area. Your role as a DWMC will include educating, training, and motivating...
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Divisional Wealth Management Consultant
hace 3 semanas
Regional, México Capital Group Companies A tiempo completo“I can succeed as a Divisional Wealth Management Consultant at Capital Group.”As a Divisional Wealth Management Consultant, you will be responsible for driving sales as part of a Territory Team working with up to 3 Wealth Management Consultants within a specific geographic area. Your role as a DWMC will include educating, training, and motivating...
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Fc Wealth Management Consultant
hace 1 semana
Regional, México Capital Group Companies A tiempo completo“I can succeed as a Wirehouse Wholesaler at Capital Group.” As one of our Wholesalers, you’ll lead sales initiatives in the Financial Conglomerate (Wirehouse) Channel segment, identifying firm and firm representatives needs and coordinate efforts to serve those needs. You’ll manage American Funds Distributions presence, relationships, and business...
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Fc Wealth Management Consultant
hace 1 semana
Regional, México Capital Group Companies A tiempo completo“I can succeed as a Wirehouse Wholesaler at Capital Group.”As one of our Wholesalers, you’ll lead sales initiatives in the Financial Conglomerate (Wirehouse) Channel segment, identifying firm and firm representatives needs and coordinate efforts to serve those needs. You’ll manage American Funds Distributions presence, relationships, and business...
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Canadian Institutional Relationship Manager
hace 4 semanas
Regional, México Capital Group Companies A tiempo completo“I can succeed as a Canadian Institutional Relationship Managerat Capital Group.”You have experience as an institutional client and consultant relationship manager with in-depth knowledge of the Canadian institutional market and ability to influence clients, consultants, prospects, and internal associates to drive growth and deliver a superior client...
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Canadian Institutional Relationship Manager
hace 20 horas
Regional, México Capital Group Companies A tiempo completo“I can succeed as a Canadian Institutional Relationship Manager at Capital Group.” You have experience as an institutional client and consultant relationship manager with in-depth knowledge of the Canadian institutional market and ability to influence clients, consultants, prospects, and internal associates to drive growth and deliver a superior client...
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National Accounts Manager
hace 2 semanas
Regional, México Capital Group Companies A tiempo completo“I can succeed as a National Accounts Manager at Capital Group.”As the National Accounts Manager, you will be responsible for accelerating sales through directing Capital Group’s relationship with key distribution firms by delivering sales, marketing and investment ideas in support of Capital Group business initiatives.You’ll focus on integrating...
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National Accounts Manager
hace 3 semanas
Regional, México Capital Group Companies A tiempo completo“I can succeed in National Accounts at Capital Group.”As a National Accounts Manager you will be responsible for accelerating sales through directing Capital Group’s relationship with distribution firms by delivering sales, marketing and investment ideas in support of Capital Group Canada’s business initiatives.You’ll focus on integrating company...
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Wealth Management Consultant
hace 2 semanas
Regional, México Capital Group Companies A tiempo completo“I can succeed as a Cross Channel Wholesaler at Capital Group.”- As one of our Wealth Management Consultants, you will be a key member of our wholesaling team leading sales initiatives in the Cross Channel segment, identifying firm and firm representatives' needs and coordinate efforts to serve those needs. You’ll manage American Funds Distributions...
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Wealth Management Consultant
hace 4 días
Regional, México Capital Group Companies A tiempo completo“I can succeed as a Cross Channel Wholesaler at Capital Group.”As one of our Wealth Management Consultants, you will be a key member of our wholesaling team leading sales initiatives in the Cross Channel segment, identifying firm and firm representatives' needs and coordinate efforts to serve those needs. Your territory will cover the Central Coast of...
