Institutional Relationship Specialist

“I can be myself at work.”

You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workplace.  

We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community. 

“I can influence my income.” 

You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You’ll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses. 

“I can lead a full life.” 

You bring unique goals and interests to your job and your life. Whether you’re raising a family, you’re passionate about where you volunteer, or you want to explore different career paths, we’ll give you the resources that can set you up for success. 

• Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options 

• Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love 

• Access on-demand professional development resources that allow you to hone existing skills and learn new ones 

“I can succeed as an Institutional Relationship Specialist"

As an Institutional Relationship Specialist, you will partner with Capital Group’s retirement plan sales teams to deliver education and point of sale expertise in representing Capital Group’s institutional retirement capabilities to advisors and large institutional clients, driving retirement plan asset growth in the large institutional market. Your territory will cover the Northeast region.

Primary responsibilities/essential functions: 

• Support territory growth in the market by partnering with the Retirement Plan salesforce as they drive new business opportunities and sales across the large institutional retirement plan segment.

• Promote the Capital Group platform broadly to establish self as a trusted advisor and diversify the pipeline with meaningful engagement across the entire prospect universe.

• Serve as an institutional relationship expert for division management as well as internal and external sales force members.

• In conjunction with regional salesforce members, develop and execute territory market business plans to raise assets with institutional prospects in the plan market.

• In partnership with RP sales teams, identify and execute on cross-selling opportunities with current clients, including the introduction of new product rollouts.

• Support the RP sales teams as they drive territory growth through building a healthy pipeline across all stages of the sales cycle. 

• Act as the single institutional point of contact for the assigned RP division including leveraging the institutional team and coordinating resources. 

• Effectively collaborate with the broader functional teams (marketing, product management, institutional sales, and support teams; investment group; client analytics, investment specialists; retirement specialist group; consultant RM team) to drive awareness of institutional client needs and to drive sales.

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

• Bachelor’s degree required; CFA or MBA preferred.

• 10+ years of institutional sales or related experience.

• Strong understanding of the institutional retirement marketplace and client needs.

• Proven consultative selling, communication, critical thinking, and presentation skills.

• Demonstrate an understanding of the institutional marketplace and client needs, including ability to identify issues and recommend solutions on complex and broad matters.

• Demonstrate ability to understand and represent complex investment products, strategies, and solutions with prospects.

• Series 7, 63, and 66 licenses or equivalent.

Capital Group is required by state specific laws to include the salary for this role when hiring a resident in applicable locations. The base salary for this role is $175,000-$200,000 + applicable bonuses. Specific pricing for the role may vary within the above range based on many factors including, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. In addition, employees are eligible for standard benefits package including paid time off, medical, dental and retirement.

“I can apply in less than 4 minutes.”  

You’ve reviewed this job posting and you’re ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn’t what you’re looking for, check out our other opportunities and join our talent community.  

“I can learn more about Capital Group.”  

At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That’s why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people’s lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor.‎ 

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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.

* Temporary positions in 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