"I can succeed as a Client Relationship Team Manager at Capital Group."

You will lead a high-performing Client Relationship Team (CRT) responsible for supporting client servicing, prospecting, and sales efforts. You will partner closely with Private Wealth Advisors (PWAs) and the Regional Director to drive business growth, deliver exceptional client experiences, and ensure operational excellence. As a people leader, you will coach and develop associates, foster a collaborative team culture, and oversee risk management, compliance, and process improvement initiatives.

"I am the person Capital Group is looking for."

• You have demonstrated success leading and developing teams in a client-focused, service-oriented environment.
• You are skilled at coaching, mentoring, and managing performance to achieve business objectives.
• You can anticipate client needs, identify sales opportunities, and help drive growth and retention strategies.
• You build strong partnerships and collaborate effectively across teams and business functions.
• You demonstrate sound judgment when navigating complex client, operational, and business situations.
• You have experience improving processes, enhancing controls, and mitigating business risk.
• You are an effective communicator who can influence stakeholders at multiple levels of the organization.
• You have experience leading meetings, managing projects, and driving execution against business goals.
• You possess in-depth knowledge of financial services and understand the trends, policies, and practices that impact the business.
• You hold a bachelor's degree; an advanced degree is preferred.
• Series 65 is required within 60 days of hire, and CFP certification is preferred.

"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.

Chicago Base Salary Range: $167,059-$267,294

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.