Enterprise Client Relationship Manager

“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“I can succeed as the Enterprise Client Relationship Manager”As an Enterprise Client Relationships Manager, you will deliver Capital Group’s enterprise value to the firm’s strategically important global clients to enhance firm-wide strategy and provide a superior client experience to a select set of global financial institutions (herein referred to as “GFI”).“I

am the person Capital Group is looking for.”You will represent the global, firm-wide Capital Group relationship and partnership with key global clients and share the value proposition of working with Capital Group.

You will work closely with Capital Group’s Senior Relationship Manager and Relationship Manager counterparts at key global client firms to ensure interests are aligned in driving forward a mutually beneficial agenda that accounts for both firms’ priorities, fosters top-of-the-house connectivity, and surfaces opportunities to introduce new lines of business.

You have coordinated high-impact strategic leadership engagements designed to discuss mutually important industry and business topics to materially advance the relationship.

You will communicate Capital Group’s firm-wide initiatives and strategy with Enterprise Relationship Management “ERM”/GFI counterparts.

You have experience creating and owning enterprise account plans / engagement roadmaps and relationship org charts.

You will partner with North America and Europe/Asia Client Groups on briefing documents, relationship snapshots and talking points ahead of key GFI meetings with the Capital Group Management Committee.

You have experience with circulating and actioning takeaways from executive meetings, workshops or strategic leadership summits and helping marshal resources to guide next steps.

You will deepen all teams’ understanding of the client’s short- and long-term business priorities, objectives and pain points and empower local teams with global insights.

Skills/

Qualifications:

BA or BS degree is required

Must hold a series 7 and 66; ideally a CFA and/or MBA Minimum of 10 years financial services industry experience

Relationship management…