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National Accounts Manager - Institutional Retirement

AT Capital Group
Capital Group

National Accounts Manager - Institutional Retirement

Gunnison, CO

"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.

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

  • You have 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, CITs, Broker Dealers and recordkeeping platforms
  • You have 3-5 years in Retirement Sales or National Accounts experience
  • 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

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): United States
Job ID: Capital_Group-JR3944
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