Relationship Specialist - National Accounts

"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.

"I can lead a full life."

You bring unique goals and interests to your job and your life. Whether you're raising a family, you're passionate about where you volunteer, or you want to explore different career paths, we'll give you the resources that can set you up for success.

• 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

• You will partner closely with the Relationship Manager to build and maintain relationships with firms by developing & executing business plans.
• You will proactively engage clients and deliver resources including access & education on practice management, Mindshare, PracticeLab, PC Services, ECS, Product Specialists, Investment Professionals etc.
• You will represent Capital Group by meeting with home office contacts virtually and in person by traveling to conferences, workshops, and offices.
• You will identify opportunities to provide business solutions through interactions with NACG's strategic clients & develop plans to address client needs.
• You will identify opportunities to promote internal initiatives from American Funds Distribution (AFD) sales, marketing, and support groups.
• You demonstrate working knowledge of compliance/regulatory requirements.
• You will serve as a point of contact regarding service, support, and education both internally at Capital Group and externally with your firms.
• You will increase Capital Groups exposure with firms by securing workshops, sales desk trainings, webinars, and regional meetings.
• You are skilled in developing sales ideas and marketing concepts from data provided by our partnered firms.
• You can maintain multiple documents, websites and contacts both internally and externally.
• You have a bachelor's degree.
• You must hold and or obtain within the first 90 days of employment the SIE, Series 7, 63/65, or 66