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Consultant Relationship Specialist

Learn more about Capital Group
Capital Group

Capital Group

Consultant Relationship Specialist

Chicago, IL
Full Time
Paid
  • Responsibilities

    "I can succeed as a Consultant Relationship Specialist at Capital Group."

    As one of our Consultant Relationship Specialists (CRS) you will represent Capital's Institutional Investment Services to the largest institutional investment consultants. You have plenty of examples of times when you've gathered information from a variety of sources, synthesized it, and presented it in a concise, compelling manner. You delight in surprising with the best proactive responsiveness paving the way for sales. You take the time to create and maintain meaningful relationships, you're a generous collaborator, and a strong project manager. You've fine-tuned your communication style to influence a variety of personalities. You raise your hand when you see a problem or have a question. Your colleagues turn to you for sound recommendations based on facts.

    Using tools like Salesforce, you'll partner with internal resources on critical support initiatives such as management reporting, data accuracy and mass/automated communications. You will partner with Consultant Relationship Managers (CRM) and Internal Sales & Support Coordinators (ISSC) in a sales-oriented team model. If you're up for a challenge, our environment is fast-paced, and no two days are the same.

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

    • You keep the pulse of economic market trends and industry developments and have a deep level of investment expertise.
    • You'll help drive business value by proactively developing relationships at consultant firms.
    • You will present our strategies to our clients and prospects as well as coordinate all sales opportunities.
    • You will conduct effective meetings with research contacts and consultants.
    • You can help prepare for an effective finals meeting and develop relationships with key partners internally and externally.
    • You can uncover opportunities and move them through each stage of the sales cycle.
    • Ability to prioritize and organize core responsibilities and handle multiple priorities.
    • You have a Series 66 or willing to obtain within first 90 days.
    • You have a bachelor's degree and 5+ years of experience.

    Chicago Base Salary Range: $109,003-$174,405

    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.

    *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.

  • Industry
    Investment Management
  • About Us

    Through nine decades, Capital Group’s 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. Private ownership allows us to keep our eyes on the long term while more than 7,800 associates in 30+ offices around the world help our clients and each other grow and thrive every day.