Defined Contribution Strategist

"I can be myself at work."

You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness-and we're committed to fostering a strong sense of belonging in a respectful workplace.

We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.

"I can influence my income."

You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You'll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses.

• Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options
• Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love
• Access on-demand professional development resources that allow you to hone existing skills and learn new ones

• Works collaboratively and travel with the sales force to provide retirement expertise and assist in growing sales and engagement with institutional plan sponsors, financial advisors, heavy retirement plan advisers, institutional consultants and retirement plan platforms.
• Serves as a specialized resource that Capital's sales force can leverage to deepen relationships with the firm's best retirement clients and prospects.
• Leads or conducts research projects or analytical engagements for prospects and clients with the support of the institutional solutions analytics team.
• Success analyzing plan demographics and applying client centric lens to improve client engagement and commercial storytelling.
• Experience modeling and evaluating custom target date solutions, white label multi-manager structures and other non-target date product specific client needs.
• Develop fluency across all Capital's product lines and vehicles including CIT's, SMA's, mutual funds, insurance products, proprietary recordkeeping platforms, IRA's, and target date funds.
• Effectively communicate Capital's views on defined contribution plan design and retirement planning concepts.
• Properly position Capital's/American Funds' solutions to meet the needs of retirees, sponsors and their participants both in and out of the plan environment.
• Participate in the development of Capital's thought leadership and deliver to audiences of various sizes in one-on-one meetings, client team meetings and at industry conferences and client events.
• Represent Capital Group as a member of industry associations through industry sub-committees and leadership roles.

• Participate in Capital's retirement product development efforts.
• Assist with the development of retirement thought leadership.
• Provide a real-time voice of the customer in go-to-market strategy development.
• Act as the conduit of information between the retirement marketplace and the business leaders and sales force.

• Minimum of 10 years' experience in the financial services industry in a client facing, retirement product sales and/or business development role.
• Exhibit a solid understanding of the investment needs, business objectives, and overall retirement issues facing retirees, wealth platforms, plan sponsors and intermediaries including consultants, retirement plan advisers, third party administrators and recordkeeping platforms.
• Demonstrate the ability to collaborate and develop/maintain working relationships inside and outside of the organization to enable effective completion of business objectives.
• Ability to identify issues and recommend solutions on complex and broad matters.
• Exhibit strong analytical and research capabilities.
• Strong time management skills.
• Effective written communication and presentation skills, including public speaking, to interact with a diverse group of associates, senior business leaders, and individuals outside of the organization.
• Exceptional team player, with strong collaboration skills.
• Highly motivated and self-sufficient.
• Multitask and be execution oriented.
• Unwavering ethics and integrity. I am value oriented.
• Has a low ego.
• Driven, enthusiastic and creative.
• Undergraduate degree required, strong preference for a CFA or MBA.
• Series 7 and Series 63 (or equivalent - ie. 66) is required