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National Accounts Coordinator

Learn more about Capital Group
Capital Group

Capital Group

National Accounts Coordinator

San Antonio, TX +2 locations
Full Time
Paid
  • Responsibilities

    “I can succeed as a National Accounts Coordinator at Capital Group.”

    As a National Accounts Coordinator, you will work independently to support the National Accounts team on business initiatives, projects, and analyses. You will provide business development support, reporting, initiative coordination, and assist with firm-related deliverables for National Accounts business teams.

    “I am the person Capital Group is looking for.”

    • You have a bachelor’s degree and a minimum of 3 years of experience in business operations or project management.
    • You have knowledge of investment products and solutions and are familiar with our Home Office partnerships, and the broader financial services industry sales cycle and sales interactions.
    • You are comfortable facilitating meetings and coordinating team activities to help execute business initiatives. You can assist with project planning, rollout and reporting phases. You can identify appropriate resources and tactics to drive toward successful execution.
    • You can coordinate department and team business management routines. You can serve as the point person for business operations by supporting National Account Sr. Managers in managing team priorities and providing guidance to teams on business routines and business planning.
    • You can contribute to improving overall business operations. You can identify opportunities to streamline processes or suggest enhancements to systems/tools/resources to improve department operations.
    • You enjoy building relationships and partnerships with internal and external business partners.
    • You are comfortable working with data, and willing to learn different operational tools/systems to support the reporting needs for National Accounts.
    • You enjoy working with various Microsoft tools, including MS Teams, and have some exposure working with MS Excel pivot tables / look ups / formulas.
    • You have experience working with Tableau and Salesforce a plus.

    San Antonio Base Salary Range: $73,863-$118,181

    Los Angeles Base Salary Range: $95,251-$152,402

    Indianapolis Base Salary Range: $78,671-$125,874

    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
  • Locations
    Los Angeles, CA • Indianapolis, IN • San Antonio, TX
  • 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.