Advisor Practice Management Consultant

I can be myself at work.

You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness-and we're committed to fostering a strong sense of belonging in a respectful workplace.

We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day:
Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.

I can influence my income.

You want to feel recognized r performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You'll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses.

I can lead a full life.

You bring unique goals and interests to your job and your life. Whether you're raising a family, you're passionate about where you volunteer, or you want to explore different career paths, we'll give you the resources that can set you up for success.

• Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options

• Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love

• Access on-demand professional development resources that allow you to hone existing skills and learn new ones

Our Advisor Practice Management Team provides practice management learning programs and coaching to top advisors and partner firms. We aim to be the business partner of choice by helping advisors grow and scale their practice. Utilizing Capital's distribution reach and relationships, we reflect the skills and behaviors of top teams that drive growth. Guided by our proprietary Pathways to Growth research, our programs offer tailored learning to help advisors succeed, regardless of their career stage.

We focus on practice-based, guided learning with measurable implementation, strengthening the relationship with Capital and fostering investment opportunities along the way.

Advisor Practice Management Consultants (APMCs) engage with advisors through main stage presentations, national and regional conferences, workshops, and consulting with specific teams. We maintain noteworthy exposure in the industry, bringing Capital's PM program to advisors through various physical, virtual and digital engagements. Our consulting services with top teams have garnered significant demand due to their ability to transform business and team practices.

The APMC role requires leadership, teamwork, agility, flexibility, and creativity. It involves integrating practice management curricula, tailoring them for various engagements, and collaborating with internal partners to develop key programs. Credibility is key as you educate and mentor top advisors in topics such as leadership and team management, client acquisition, goals-based investing, retirement expertise, and more. Collaboration with our PM marketing team and other experts is essential for program development.

This role demands public speaking skills, consultative, coaching, and interactive abilities. Activities are one-third in-person, with 75% focused on workshops/consulting.

APMCs work in a collaborative, cross-functional team setting, refining the overall program with input from various Capital teams. They work closely with Strategic Relationship Managers to develop firm-tailored programs and across sales teams to deliver PM across each distribution channel.

I can succeed as an Advisor Practice Management Consultant at Capital Group.

• Consulting:
  Guided learning experience for financial advisors
• Deliver presentations, workshops, and consulting to top financial advisors, COIs, and partner firm HO leadership teams
• Travel with sales force members:
  Including National Accounts Managers, Sales Development Managers, WM Consultants, and Retirement Plan Counselors
• Represent Capital Group in leadership, moderation, and subject matter expertise at broker dealer national and regional meetings
• Moderation and consulting at Capital Advisor Forum events, webinars, and podcast programs
• Participation in CG national and regional sales meetings
• Development of new practice management…