Senior Sales Operations Specialist - Institutional

Posted 14 Days Ago
Be an Early Applicant
Los Angeles, CA, USA
In-Office
112K-179K Annually
Senior level
Fintech • Financial Services
At Capital Group, our goal is to improve people’s lives through successful investing. We start by investing in you.
The Role
Support Institutional sales by executing recurring and project-based initiatives end-to-end. Produce and maintain reporting and metrics, drive business planning and process improvements, support sales tools (CRM, Seismic), collaborate cross-functionally, facilitate meetings, and provide day-to-day operational support to ensure alignment, adoption, and efficient execution.
Summary Generated by Built In

“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 at work. Your 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 a Senior Sales Operations Specialist”

As a Senior Sales Operations Specialist, you will execute recurring and project-based work that enables the Institutional client segment and sales force to perform at a high level. You will own deliverables end-to-end with speed and accuracy, partner across functions to move work forward, turn strategy into execution, and continuously improve how we operate while supporting North American Client Group (NACG) priorities.

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

  • You will support sales initiatives end to end from intake through execution, including requirements, timelines, dependencies, and status tracking.

  • You will produce and maintain reporting and metrics, partnering with Insights & Analytics to identify trends, leveraging data to drive insights and decisions.

  • You will contribute to business planning and prioritization, ensuring alignment to key goals.

  • You will identify process gaps and drive continuous improvements, documenting best practices and embed them into playbooks and standard operating procedures.

  • You will collaborate cross-functionally (Sales, Marketing, Product, I&A, NACG) to ensure alignment and effective execution.

  • You will support sales tools and capabilities (e.g., CRM, Seismic), including coordination, rollout, and adoption tracking.

  • You will facilitate meetings and ensure clear actions, decisions, and follow-ups.

  • You will provide day-to-day operational support, including workflows, coordination, and follow-through.

  • You are action-oriented, organized, and communicate clearly while managing priorities and deadlines.

  • You bring strong analytical, collaboration, and learning agility skills, with proficiency in Microsoft Office tools and adaptability to new technologies, including AI-enabled tools.

“I can apply in less than 4 minutes.”  

  

You’ve reviewed this job posting and you’re ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn’t what you’re looking for, check out our other opportunities and join our talent community.  

  

“I can learn more about Capital Group.”  

 

At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That’s why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people’s lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor.‎ 

‎ 

‎ 

‎ 

‎ 

‎ 

‎ 

‎ 

Los Angeles Base Salary Range: $111,920-$179,072

‎ 

‎ 

‎ 

‎ 

‎ 

 ‎ 

 ‎

 ‎

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 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.

Skills Required

  • Support sales initiatives end-to-end from intake through execution (requirements, timelines, dependencies, status tracking).
  • Produce and maintain reporting and metrics and partner with Insights & Analytics to derive trends and insights.
  • Contribute to business planning and prioritization to align with key goals.
  • Identify process gaps, drive continuous improvements, and document SOPs and playbooks.
  • Collaborate cross-functionally with Sales, Marketing, Product, I&A, and NACG for alignment and execution.
  • Support sales tools and capabilities (e.g., CRM, Seismic) including coordination, rollout, and adoption tracking.
  • Facilitate meetings and ensure clear actions, decisions, and follow-ups.
  • Provide day-to-day operational support, including workflows, coordination, and follow-through.
  • Strong analytical, collaboration, and learning agility skills.
  • Proficiency in Microsoft Office tools and adaptability to new technologies, including AI-enabled tools.
  • Action-oriented, organized, clear communicator able to manage priorities and deadlines.

Capital Group Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Capital Group and has not been reviewed or approved by Capital Group.

  • Retirement Support Retirement support stands out through an employer-funded contribution equal to about 15% of eligible compensation, adding meaningful long-term value to total rewards. A vesting schedule is referenced, but the core retirement benefit is positioned as unusually rich and frequently highlighted as a differentiator.
  • Strong & Reliable Incentives Incentives are structured around two annual bonuses—one tied to individual performance and another linked to company profitability—creating a predictable bonus framework. In certain senior investment roles, bonus opportunity can be very high relative to base pay, reinforcing the upside for top performers.
  • Inclusive Benefits Coverage Inclusive coverage is emphasized through fertility benefits (including IVF and egg freezing), pregnancy and menopause support, and adoption/surrogacy assistance. These benefits broaden applicability across different life stages and family-building paths.

Capital Group Insights

Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Los Angeles, CA
8,820 Employees
Year Founded: 1931

What We Do

Capital Group is one of the largest and most trusted financial companies in the world, with the goal of improving people's lives through successful investing. A career at Capital Group means having countless opportunities to explore, grow and succeed.

Why Work With Us

Capital Group has been in business for 91 years, which means that our investment professionals have 91 years of proprietary data at their fingertips.

Similar Jobs

Shield AI Logo Shield AI

Design Engineer

Aerospace • Artificial Intelligence • Machine Learning • Robotics • Software
In-Office or Remote
3 Locations
76K-114K Annually

TransUnion Logo TransUnion

Sales Director - Financial Services

Big Data • Fintech • Information Technology • Business Intelligence • Financial Services • Cybersecurity • Big Data Analytics
Remote or Hybrid
4 Locations
13000 Employees
94K-185K Annually

GRAIL Logo GRAIL

Associate Director, Email/SMS and CRM #4886

Artificial Intelligence • Big Data • Healthtech • Machine Learning • Software • Biotech
Hybrid
Menlo Park, CA, USA
918 Employees
156K-207K Annually
Hybrid
Vernon, CA, USA
15100 Employees
26-29 Hourly

Similar Companies Hiring

Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Kepler  Thumbnail
Fintech • Software
New York, New York
6 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account