"I can succeed as a Custom Models Consultant at Capital Group" As a member of the Wealth Solutions team, you are responsible for facilitating custom model opportunities to support NACG's efforts to raise and retain assets. Responsible for promoting the custom models program within Capital Group and also in market with financial advisors and registered investment advisors. Responsible for end-to-end facilitation of custom models opportunities including vetting, stakeholder coordination as part of the pipeline management, and ongoing support.
Primary responsibilities / essential functions:- Coordinate cross-functional group including product, marketing, investment, client teams and other stakeholders to facilitate and service custom model opportunities
- Drive custom model workflows and pipeline management to facilitate full end-to-end advisor experience
- Serve as Custom Models program expert to facilitate trainings and raise visibility to program, capabilities, and resources
- Serve as industry expert with deep understanding of client needs and industry trends to identify enhancements to best serve clients
- Drive growth of custom models program and prioritize business development through client facing engagements in both 1:1 and in large client group settings.
"I am the person Capital Group is looking for" - You demonstrate in-depth knowledge of wealth management and institutional retirement business, and applicable investment products and solution with emphasis on the models and custom models offerings
- You demonstrate in-depth knowledge of Capital Group investment and portfolio construction processes
- You demonstrate in-depth knowledge in policies, practices, trends, and technology affecting the product
- You demonstrate in-depth knowledge of relevant subject matter, tools and resources
Core requirements: - Securities Industry Essentials, Series 7, Series 63/65 or 66 FINRA registrations
- Ability to acquire CIMA, CFA, and/or CFP, or similar designations
Working conditions: - Travel up to 10% of the time
"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.
Southern California Base Salary Range: $179,273-$286,837
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.
