Sales Operations Lead

“I can succeed as a Sales Operations Lead at Capital Group.” 

As an Institutional Sales Operations Lead in the NACG Business Operations Group, you will act as a business partner to the Institutional segment leadership, guiding the development and execution of objectives, strategies, and initiatives for the Institutional business. Your responsibilities will include facilitating and leading the business planning and business review process, developing and executing segment initiatives across cross-functional teams, coordinating sales force messaging, and analyzing data to assess the health of the business. Your strengths include managing ambiguity while navigating evolving circumstances. 

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

• Drive and participate in the business planning process, ensuring projects and initiatives align with and achieve business goals, while taking the lead on agenda setting, meeting coordination, and follow-ups across the operation. 
• Collaborate with key partners across Sales Leadership, Marketing, Product, Insights and Analytics, Global Client Services and other key business stakeholders to synthesize information and enable effective decision-making, productivity, and engagement. 
• Coordinate segment-level and global client events, as well as sales training events.  
• Improve sales data reporting for the Institutional team, including territory management/segmentation, pipeline management, and reporting. 
• Create and maintain industry-level sales reporting and data 
• Develop and manage the execution of sales initiatives and create sales force messaging that aligns audience needs with compliance and regulatory guidelines. 
• Represent the voice of the field internally and the Institutional segment perspective in broader NACG initiatives and forums. 
• Bring a continuous improvement mindset to enhance operational effectiveness and efficiency. 
• Possess a strong foundation in financial principles and an understanding of investment strategies at Capital Group, including Institutional offerings and vehicles. 
• You are well-versed in the Institutional business, possessing an understanding of the diverse range of client and intermediary relationships and interactions throughout the sales and service cycle, including intersections with other client segments (e.g. Advisor Group, Strategic Relationships)  
• You have experience setting and achieving goals, managing multiple projects at once, balancing the needs of diverse stakeholders, and overcoming objections 
• You have strong written and verbal communication skills and are comfortable presenting internally 
• Ideally, you will have knowledge of sales tools and resources, including Salesforce.com, Seismic, Excel, PPT, MS Teams etc. 

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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.