1052 DC Specialist Senior Jobs in Los Angeles, CA
Capital Group is Hiring a DC Specialist Senior Near Los Angeles, CA
As a Defined Contribution Senior Specialist, you are a product specialist. You will be responsible for providing support to the intermediary sales force and institutional client/consultant relationship managers to strengthen existing and develop new DC relationships. The DC specialist will deliver retirement industry expertise including plan design, regulatory trends/impact and convey Capital's retirement thought leadership to sophisticated external clients and prospects. Additionally, The DC specialist will demonstrate full and complete knowledge of Capital's retirement product offering, investment solutions and economic outlook and serve as a subject matter expert to internal product and business development teams.
- Works collaboratively and travel with the sales force to provide retirement expertise and assist in growing sales with heavy retirement plan advisers, consultants, retirement plan platforms, and mega plan sponsors.
- Serves as a specialized resource that Capital's sales force can leverage to deepen relationships with the firm's best retirement clients and prospects.
- Supports the sales force by representing Capital's entire retirement product line including CIT's, SMA's, insurance products, proprietary recordkeeping platforms, IRA's, and target date funds.
- Effectively communicate Capital's views on defined contribution plan design.
- Properly position Capital's/American Funds' solutions to meet the needs of sponsors and their participants.
- Delivers Capital's retirement thought leadership to audiences of various sizes in one-on-one meetings and at industry conferences and client events.
- Participate in Capital's retirement product development efforts.
- Assist with the development of retirement thought leadership.
- Provide a real-time voice of the customer in go-to-market strategy development.
- Act as the conduit of information between the DC marketplace and the business leaders and sales force.
- I Minimum of 10 years' experience in the financial services industry in a client facing, retirement product sales and/or business development role.
- Exhibit a solid understanding of the investment needs, business objectives, and overall issues facing DC plan sponsors and intermediaries including consultants, retirement plan advisers, third party administrators and recordkeeping platforms.
- Demonstrated the ability to collaborate and develop/maintain working relationships inside and outside of the organization to enable effective completion of business objectives.
- Ability to identify issues and recommend solutions on complex and broad matters.
- Strong time management skills.
- Effective written and communication and presentation skills to interact with a diverse group of associates, senior business leaders, and individuals outside of the organization.
- Exceptional team player, with strong collaboration skills.
- Highly motivated and self-sufficient.
- Multitask and be execution oriented.
- Unwavering ethics and integrity. I am value oriented.
- Has a low ego.
- Driven, enthusiastic and creative.
- Undergraduate degree required, strong preference for a CFA or MBA.
- Series 7 and Series 63 (or equivalent - ie. 66) is required
You can learn more about our compensation and benefits here .
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.
Job Summary
Full Time
$100k-129k (estimate)
02/24/2024
05/19/2024
capitalgroup.com
FORKED RIVER, NJ
7,500 - 15,000
1931
$3B - $5B
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About Capital Group
Since 1931, Capital Group, home of American Funds, has been singularly focused on delivering superior results for long-term investors using high-conviction portfolios, rigorous research and individual accountability. Today, Capital Group manages more than $1.7 trillion in equity and fixed income assets for millions of individual and institutional investors. Capital Group is a private firm that employs more than 7,500 associates in offices around the world. For more than 80 years, our goal has remained the same: to improve peoples lives through successful investing. *Weve been made aware of an ...employment scam fraudulently using Capital Groups name.* -Capital Group does not schedule interviews or make job offers solely via Twitter, chat or text messages. -Capital Group requires a completed job application prior to consideration for an interview and job offer. If you are unsure whether youre communicating with Capital Group, please contact us at (800) 421-4225 or employmentfraud@capgroup.com to verify your job interview or offer. For important legal information please click the company details website link: https://www.capitalgroup.com/us/landing-pages/linkedin-terms-of-use.html
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