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As an Institutional Client Relationship Manager at Capital Group, you will oversee and service a territory of institutional investor clients, focusing on retaining and growing relationships. The role requires strong communication skills, experience in financial services, and the ability to navigate internal resources for client service excellence.
As a Portfolio Consultant at Capital Group, you will consult with intermediaries on portfolio construction, prepare analytical reports, and provide insights on investment products and portfolios. You will play a critical role in identifying challenges/opportunities and recommending solutions, requiring analytical skills and attention to detail in high complexity areas.
Assist financial advisors by providing administrative support to high-net-worth individuals, trusts, foundations, and endowments nationwide. Focus on personalized service for clients, handling administrative tasks, client account operations, and compliance with business processes and regulatory requirements. Strong customer service skills, attention to detail, and ability to work in a fast-paced environment are essential for success.
The Senior Institutional Product Specialist at Capital Group will ensure that the product offering meets market and client needs and execute product strategy effectively. Responsibilities include consulting with cross-functional partners, staying informed about industry trends, leading projects, and developing go-to-market strategies.
Senior Digital Data Analyst role focused on digital analytics, A/B testing, data insights, and reporting for asset management. Key responsibilities include collaborating with stakeholders, enhancing reporting dashboards, and managing digital campaigns. Requires expertise in Adobe, SQL, Python, PowerBI, and R, with strong problem-solving and communication skills.
Responsible for developing and implementing a business plan to drive sales and raise assets through virtual and in-person interactions with financial advisors. Must have in-depth knowledge of investment selection, portfolio construction, and retirement plans. Strong communication and relationship-building skills are essential.
Leading a team of hybrid digital product managers/web content authors, managing product backlog, setting strategy and vision for digital products, collaborating with technical and creative partners, and mentoring and managing teams.
Responsible for overseeing funds/clients’ accounts to ensure portfolio compliance and support account activities. Engages with Investment Group and GIC teams. Supports cash flow management and daily operations of portfolio strategies. Identifies gaps, implements controls, and improves efficiency. Participates in client activities and leverages technology for process optimization.
The Publishing Lead on the Investment Content Management team oversees the production of various materials for funds/strategies and collaborates with key stakeholders to enhance these materials. This role requires project management experience, the ability to influence senior leaders, and strong communication skills.
Lead a cross-functional team focusing on strategic firm partnerships, collaborate with sales and product leaders to optimize home office relationships, develop initiatives targeting financial intermediaries at leading firms.
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