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Wealth Management Sales Channel Representative

Req ID:  16782
Experience Level: Professional 
Other Location(s): N/A  
Relocation offered: Yes
Travel required: a. Up to 25%

Come grow with us

At Capital Group, how we work is defined by shared values that include absolute integrity, respect and collaboration. But it’s more than that. It’s smart and highly driven people united in purpose to serve our investors and one another.

Bring your energy and unique perspective to Capital and you’ll have the opportunity to grow with us professionally, personally, and financially. You’ll be part of a team that genuinely cares about helping you succeed. You’ll work alongside talented colleagues, many of whom build long careers while progressing through multiple roles, establishing lifelong friendships and making a difference in our communities. In return for your contributions, you’ll receive premier compensation and benefits, and a company-funded retirement plan that ranks among the most generous.

As a Wealth Management Sales Channel Representative you will work with the sales leadership, sales force members, marketing and investment services to design, develop and deploy programs that increase adoption and effectiveness of key messages across the sales process within the Financial Conglomerate (FC) and RIA client segments.  You will possess knowledge of the wealth management marketplace, distribution channels types of investors and the participants that make up the investment process and typical sales cycle within wealth management.  

Responsibilities:

  • Drive and execute strategies that increase the effectiveness of our sales force across key initiatives.
  • Collaborate with channel managers, sales leadership, sales force members, marketing and investment services in the development of sales execution plans to deliver on our go to market programs.
  • Work with sales leadership and solutions teams in determining roles, responsibilities and messaging needed across a multi-stage RIA sales process.
  • Ensure the voice of sales and sales force needs are considered and incorporated in the development of content, messaging and sales tools.
  • Develop sales messaging and sales tools that effectively enable the sales force to adopt and deliver messages to drive sales across priority initiatives.
  • Execute salesforce rollout and conduct post launch assessment of adoption, effectiveness and ongoing support required. 

Qualifications:

  • 5+ years of investment experience. 
  • Significant familiarity with sales interactions and steps to making a sale within the financial services industry. 
  • Knowledge of investment products and solutions including mutual funds, SMAs and ETFs and there use within a portfolio
  • Knowledge of sales enablement and sales enablement functions.
  • Experience developing (through writing, collaboration, creativity) multiple aspects of talking points, sales messaging, and conversation tools.  
  • Demonstrate ability to collaborate with, share ideas and influence thinking of business units and teams within the organization.  
  • Demonstrate intellectual curiosity and analytical skills in areas of high complexity.
  • Understand organizational structures, distribution channels and competitive landscape.   
  • Exhibit knowledge in current and possible future policies, practices, trends, technology and information affecting the department/business area.
  • Possess in-depth knowledge of sales training best practices. 
  • Innovative, resourceful and professional
  • Bachelors degree strongly preferred, CIMA or CFA a plus. 

 

Company Overview:
Founded in 1931, Capital Group is one of the world’s largest and most trusted investment management companies and home to the American Funds. We manage more than US$1.39 trillion in assets, and our 7,500 associates make our clients their first priority every day. When we do our job right, millions of investors around the world fulfill their dreams and financial goals, from home ownership and higher education, to a comfortable retirement. Our long-term investment results and outstanding service set us apart from our competitors, while our workplace sets us apart from other employers. 
 

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. 

Company
Capital Group
Posted
03/26/2018
Type
Full time
Location
Los Angeles, Arizona 90071, US