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National Accounts Coordinator

AT Capital Group
Capital Group

National Accounts Coordinator

San Antonio, TX

"I can succeed as a National Accounts Coordinator at Capital Group."

As a National Accounts Coordinator, you will work independently to support the National Accounts team on business initiatives, projects, and analyses. You will provide business development support, reporting, initiative coordination, and assist with firm-related deliverables for National Accounts business teams.

"I am the person Capital Group is looking for."

  • You have a bachelor's degree and a minimum of 3 years of experience in business operations or project management.
  • You have knowledge of investment products and solutions and are familiar with our Home Office partnerships, and the broader financial services industry sales cycle and sales interactions.
  • You are comfortable facilitating meetings and coordinating team activities to help execute business initiatives. You can assist with project planning, rollout and reporting phases. You can identify appropriate resources and tactics to drive toward successful execution.
  • You can coordinate department and team business management routines. You can serve as the point person for business operations by supporting National Account Sr. Managers in managing team priorities and providing guidance to teams on business routines and business planning.
  • You can contribute to improving overall business operations. You can identify opportunities to streamline processes or suggest enhancements to systems/tools/resources to improve department operations.
  • You enjoy building relationships and partnerships with internal and external business partners.
  • You are comfortable working with data, and willing to learn different operational tools/systems to support the reporting needs for National Accounts.
  • You enjoy working with various Microsoft tools, including MS Teams, and have some exposure working with MS Excel pivot tables / look ups / formulas.
  • You have experience working with Tableau and Salesforce a plus.

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San Antonio Base Salary Range: $73,863-$118,181

Los Angeles Base Salary Range: $95,251-$152,402

Indianapolis Base Salary Range: $78,671-$125,874

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.

Client-provided location(s): San Antonio, TX, USA; Indianapolis, IN, USA; Los Angeles, CA, USA
Job ID: Capital_Group-JR4253
Employment Type: Full Time

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Health Reimbursement Account
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • HSA
    • Fitness Subsidies
    • Mental Health Benefits
  • Parental Benefits

    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • On-site/Nearby Childcare
    • Adoption Leave
  • Work Flexibility

    • Flexible Work Hours
    • Remote Work Opportunities
    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
    • Casual Dress
    • Snacks
    • Holiday Events
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Leave of Absence
  • Financial and Retirement

    • 401(K)
    • Pension
    • Performance Bonus
    • Relocation Assistance
    • Financial Counseling
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Mentor Program
    • Shadowing Opportunities
    • Access to Online Courses
    • Internship Program
    • Work Visa Sponsorship
    • Leadership Training Program
    • Associate or Rotational Training Program
  • Diversity and Inclusion

    • Diversity, Equity, and Inclusion Program
    • Employee Resource Groups (ERG)
    • Founder led