Senior Relationship Manager
Company: Capital Group
Location: Lakewood
Posted on: October 23, 2024
Job Description:
"I can succeed as the Senior Relationship Manager at Capital
Group."As the Senior Relationship Manager for Investment Resources
for Private Markets, you are a client facing business development
specialist for Capital Group's public private suite of products
across top wealth management firm relationships. This position
requires team collaboration across Wealth Management Sales
Leadership, Product Leadership and existing Home Office client
teams. You are responsible for delivering point of sale platforming
expertise in representing Capital Group Public Private Solutions
(PPS) to strategic client product and research teams.As the Senior
Relationship Manager focused on Capital Group's emerging Public
Private suite, you will identify and create business development
opportunities and manage ongoing relationships with Private Market
(alternatives) Product Leaders and Research Departments. You'll
focus on leading Capital Group expansion into private markets with
experience across semi-liquid investment structures across private
credit, private equity, infrastructure and private real estate.
You're motivated by setting goals and measuring your performance
against them. You pride yourself on building meaningful
relationships and establishing trust. You embrace collaboration and
regularly contribute to group discussions, which helps you work
skillfully with other senior sales force colleagues to identify
opportunities for better investor outcomes. "I am the person
Capital Group is looking for."
- You have proven experience in third party distribution within
asset management selling directly at the home office client level
and have proven relationship management experience with Product and
Research Teams.
- You have experience working with private markets strategies,
and comfort to educate audiences on their benefits.
- You have broad knowledge of Private Markets from a distribution
perspective across vehicle structures, competition, pricing,
platforming usage and established relationships across key
firms.
- You stay up to date on industry trends and best practices.
- You've experienced at developing and executing firm level
business plans and executing a proactive engagement strategy with
key relationship gatekeepers for private markets; strong attention
to detail and high degree of self-motivation required.
- You have a high degree of initiative and self-motivation.
- You have strong communication skills - verbal and written - and
are comfortable presenting complex material in large audience
settings.
- You ideally have a CFA, CAIA and or degree in finance,
economics, statistics or a relevant field of study.
- You have a minimum of 5+ years of Investment and Financial
Services Experience with proven sales and relationship management
experience; preference for past work on key account or platform
distribution teams working with firm home offices and with private
markets experiences.Base Pay Range$180,000 - $260,000In addition to
a highly competitive base salary, per plan guidelines,
restrictions, and vesting requirements, you also will be eligible
for applicable bonuses, plus Capital's annual profitability bonus
plus a retirement plan where Capital contributes 15% of your
eligible earnings.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 .* 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.
Keywords: Capital Group, Lakewood , Senior Relationship Manager, Executive , Lakewood, Colorado
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