Institutional Client Relationship Manager

Overview

As an Institutional Client Relationship Manager at Capital Group, you will oversee and service a territory of institutional investor clients, ranging from corporate pension plans to endowments, foundations, universities, and nonprofits.

• Manage and grow overall client relationships within your territory, delivering superior client service through proactive calls and visits.
• Collaborate with clients’ field consultants and coordinate with Capital Group’s institutional teams and other internal resources to support client service efforts.
• Retain and expand opportunities across Equity, Fixed Income, and Multi Asset product lines offered by Capital Group.

• Minimum 10 years of financial services experience, with at least 5 years in the institutional space.
• Track record of excellence in client service and sales within the institutional channel.
• Strong communication skills, including the ability to deliver presentations and lead teams to successful client outcomes.
• Proven experience navigating Capital Group’s internal resources to deliver client service excellence.
• Flexibility to travel as required.
• Required registrations:
  Series7, Series
  66 or63, and Series
  65.

Base salary ranges from $150,000 to $190,000. In addition, you are eligible for an individual annual performance bonus, Capital’s annual profitability bonus, and a retirement plan with a 15% company contribution. Benefits include generous paid time off, health insurance, flexible work options, matching charitable contributions, and professional development resources.

We are an equal‑opportunity employer and prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender identity), pregnancy, childbirth, 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.