Relationship Specialist - Investment Resources

Capital Group - Los Angeles, CA

Hiring: Relationship Specialist - Investment Resources Company: Capital Group Location: Los Angeles, CA Job Posted Time: 2026-09-10 11:41:56 Employment Type: Contract Target Skills & Keywords : CFA, CIMA, Series 7 About the job Experience: •5-10 years of relevant experience in financial services with a focus on relationship management, sales support, or business development. •10 years of relevant experience in financial services with a focus on relationship management, sales support, or business development. Required Skills: •As an Investment Resources Relationship Specialist, you will partner with the Investment Resources Relationship Manager to influence sales growth within Capital Group's strategic intermediary firms in North America by expanding platform access and servicing home office research groups. •Partner closely with the Relationship Managers to build and maintain relationships with strategic intermediaries by developing and executing business plans, delivering traditional and nontraditional resources, and proactively engaging clients. •Represent Capital Group by meeting with home office research clients and prospects virtually and in person, with up to 25% travel depending on client coverage and business needs. •Identify business development opportunities and manage relationships with the firms' research groups by analyzing, identifying, and recommending investment strategies. •Represent intermediary firm views to the broader Capital Group organization by sharing opportunities and firm priorities through research and analysis of investment results, industry trends, and firm-specific business models and priorities. Compensation: •$125,909 - $201,454 / year •You’ll receive a competitive salary, bonuses and benefits Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!