Relationship Specialist - Investment Resources

“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.

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.

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.

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

As an Investment Resources Relationship Specialist, you will partner with the Investment Resources Relationship Manager to influence sales growth within Capital Group's strategic intermediary firms in North America by expanding platform access and servicing home office research groups. You will partner closely with the Relationship Managers to build and maintain relationships with strategic intermediaries by developing and executing business plans, delivering traditional and nontraditional resources, and proactively engaging clients.

You will represent Capital Group by meeting with home office research clients and prospects virtually and in person, with up to 25% travel depending on client coverage and business needs. You will identify business development opportunities and manage relationships with the firms' research groups by analyzing, identifying, and recommending investment strategies. You will represent intermediary firm views to the broader Capital Group organization by sharing opportunities and firm priorities through research and analysis of investment results, industry trends, and firm-specific business models and priorities.

• You have 5-10 years of relevant experience in financial services with a focus on relationship management, sales support, or business development.
• You’ve successfully built relationships with firms by developing and executing business plans.
• You have exceptional communication skills and can effectively adapt your style, messaging, and level of detail to diverse audiences, including executives, home office leaders, research teams, advisors, and internal stakeholders
• You are a proactive, self-directed…