Institutional Relationship Specialist
Capital GroupUnited States
Posted March 24, 2026
175000 - 200000 USD
Full Time
About the Company
Capital Group was established in 1931 in Los Angeles, California, and now has 31 offices around the globe. For over 90 years we've provided carefully researched investment solutions and services to financial professionals. *** We've been made aware of an employment scam fraudulently using Capital Group's name. Please note: Capital Group currently does not offer 100% remote work positions. On average, the interview process can take one to three months to go from resume submission to offer. Financial transactions are never part of the job on boarding process. For your own cyber safety and security, if you suspect fraud, please do not respond to or interact with messages claiming to be from Capital Group. You can also contact [email protected] to verify a job opportunity.*** This content is published by Capital Group, home of American Funds Distributors, Inc. which will be renamed Capital Client Group, Inc. on or around July 1, 2024. For important legal information please click the company details website link: https://www.capitalgroup.com/us/landing-pages/linkedin-terms-of-use.html
Job Description
As an Institutional Relationship Specialist, you will partner with Capital Group's retirement plan sales teams to deliver education and point of sale expertise in representing Capital Group's institutional retirement capabilities to advisors and large institutional clients, driving retirement plan asset growth in the large institutional market.
Requirements
- Support territory growth in the market by partnering with the Retirement Plan salesforce as they drive new business opportunities and sales across the large institutional retirement plan segment.
- Promote the Capital Group platform broadly to establish self as a trusted advisor and diversify the pipeline with meaningful engagement across the entire prospect universe.
- Serve as an institutional relationship expert for division management as well as internal and external sales force members.
- In conjunction with regional salesforce members, develop and execute territory market business plans to raise assets with institutional prospects in the plan market.
- In partnership with RP sales teams, identify and execute on cross-selling opportunities with current clients, including the introduction of new product rollouts.
- Support the RP sales teams as they drive territory growth through building a healthy pipeline across all stages of the sales cycle.
- Act as the single institutional point of contact for the assigned RP division including leveraging the institutional team and coordinating resources.
- Effectively collaborate with the broader functional teams (marketing, product management, institutional sales, and support teams; investment group; client analytics, investment specialists; retirement specialist group; consultant RM team) to drive awareness of institutional client needs and to drive sales.
Benefits
- Competitive salary
- Bonuses
- Benefits package including paid time off, medical, dental and retirement