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Indianapolis, IN | Full Time
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Relationship Specialist- Investment Resources
124 AFD AFD Indianapolis, IN
$88k-119k (estimate)
Full Time 2 Days Ago
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124 AFD AFD is Hiring a Relationship Specialist- Investment Resources Near Indianapolis, IN

“I can succeed as a Relationship Specialist - Investment Resources at Capital Group.” As a Relationship Specialist - Investment Resources, you will partner with the Relationship Manager Investment Resources (RMIR) to influence sales growth within Capital Group’s strategic intermediary firms in North America by expanding platform access and servicing home office research groups. You will identify business development opportunities, as well as manage relationships with the firms’ research groups, by analyzing, identifying, and recommending investment strategies. “I am the person Capital Group is looking for.” •You will partner closely with the Relationship Manager to build and maintain relationships with strategic intermediaries by developing & executing business plans, delivering traditional and nontraditional resources and proactively engaging clients •You will represent CG by meeting with home office research clients and prospects virtually and in person by traveling up to 25% •You will represent intermediary firm views to the broader CG organization by sharing alignment of opportunities and firm priorities through researching and analysis of investment results, industry trends and firm-specific business models/priorities •You will provide premier service to home office research clients by managing key deliverables and lead the coordination of Requests for Information (RFI)/Requests for Proposals (RFP) from assigned intermediaries •You demonstrate working knowledge of compliance/regulatory requirements •You hold the in-depth knowledge of investment analysis/financial analysis as acquired through CIMA, CFA, and/or CFP Note: You must hold and or obtain within the first 90 days of employment the SIE, Series 7, 63/65, or 66 ‎ Southern California Base Salary Range: $116,974-$187,158 ‎ San Antonio Base Salary Range: $96,162-$153,859 ‎ ‎ New York Base Salary Range: $123,999-$198,398 ‎ ‎ ‎ ‎ ‎ Indianapolis Base Salary Range: $102,428-$163,885 ‎ ‎ ‎ ‎ ‎ 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. 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. Capital Group is one of the largest and most trusted financial companies in the world, with the goal of improving people's lives through successful investing. Our shared values of integrity, client focus, long-term view, diverse perspectives and community inspire our associates every day. A career at Capital Group means having countless opportunities to explore, grow and succeed. Learn more about compensation & retirement Learn more about our benefits Learn more about our hybrid schedule Learn more about our DE&I efforts

Job Summary

JOB TYPE

Full Time

SALARY

$88k-119k (estimate)

POST DATE

06/05/2024

EXPIRATION DATE

08/03/2024

Show more

124 AFD AFD
Full Time
$98k-137k (estimate)
2 Days Ago
124 AFD AFD
Full Time
$107k-137k (estimate)
7 Days Ago
124 AFD AFD
Full Time
$60k-77k (estimate)
2 Months Ago