National Accounts Manager

Posted 7 Hours Ago
Be an Early Applicant
Regwood, MD
3-5 Years Experience
Fintech • Financial Services
The Role
The National Accounts Manager at Capital Group will drive sales through key distribution firm relationships, focusing on integrating company initiatives to enhance market presence. Responsibilities include developing business plans, engaging with mutual fund analysts, and supporting institutional business development initiatives, all while fostering meaningful relationships to improve investor outcomes.
Summary Generated by Built In

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

As the National Accounts Manager, you will be responsible for accelerating sales through directing Capital Group’s relationship with key distribution firms by delivering sales, marketing and investment ideas in support of Capital Group business initiatives. 

You’ll focus on integrating company initiatives and resources to help further penetrate and increase Capital Group’s presence. You excel at leveraging centers of influence relationships to gain access at the home office level.

You’re motivated by setting goals and measuring your performance against them. You’ve always considered yourself a people person. You pride yourself on building meaningful relationships and establishing trust. You embrace collaboration and regularly contribute in group discussions, which helps you work skillfully with other senior sales force colleagues to identify opportunities for better investor outcomes. 

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

  • You have a CFA and/or a degree in finance, economics, statistics or a relevant field of study.

  • You have experience in third party distribution within asset management and you have broad knowledge of mutual funds, SMA’s and retail platforms.

  • You stay up to date on industry trends and best practices.

  • You’ve developed and executed on a business plan for key intermediaries or broker/dealer firms.

  • You’ve fine-tuned your communication style to influence a variety of personalities.

  • You demonstrate intellectual curiosity and analytical skills.

  • You have experience working with mutual fund analysts, product approval and research teams.

  • You will help and assist with Capital Group’s institutional business development initiatives.

  • You must hold the SIE, Series 7,63/65 or 66 to be able to apply

Deadline to apply: 10/25/24

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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.

You can learn more about our compensation and benefits here.

* 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.

The Company
HQ: Los Angeles,, CA
8,820 Employees
On-site Workplace
Year Founded: 1931

What We Do

Since 1931, Capital Group, home of American Funds®, has been singularly focused on delivering superior results for long-term investors using high-conviction portfolios, rigorous research and individual accountability. As of December 31, 2021, Capital Group manages more than $2 trillion in equity and fixed income assets for millions of individual and institutional investors.

Capital Group is a private firm that employs more than 8,000 associates and has offices in Europe, Asia, Australia and the Americas. For more than 90 years, our goal has remained the same: to improve people’s lives through successful investing.

*** We’ve been made aware of an employment scam fraudulently using Capital Group’s name. Please note: Capital Group currently does not offer 100% remote work positions. On average, the interview process can take one to three months to go from resume submission to offer. Financial transactions are never part of the job onboarding process. For your own cyber safety and security, if you suspect fraud, please do not respond to or interact with messages claiming to be from Capital Group. You can also contact [email protected] to verify a job opportunity. ***

For important legal information please click the company details website link: https://www.capitalgroup.com/us/landing-pages/linkedin-terms-of-use.html

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