Public Private Solutions Sales Specialist (West)

Discover your potential. Build your legacy.
Go the distance with Capital Group

At Capital Group, we go the distance - for our people, our clients, and each other. As a global, privately held firm with more than 95 years of history, we believe meaningful careers, like meaningful investing, are built over the long term. That's why we invest in our associates with the same conviction we bring to our clients - through career growth, purpose-driven work, whole-person wellness, and rewards that recognize your contributions. Here, you'll find the opportunity, global scale and support to unlock your potential and build a career that lasts.

"I can succeed as the Public Private Solutions Sales Specialist (West) at Capital Group."

The Public Private Solutions (PPS) Sales Specialist is a client facing specialist role focused on business development efforts for Capital Group's public private suite of products across Wealth Management (WM) channels. This position requires team collaboration across WM Sales and Capital Group product teams and will be responsible for delivering point of sale expertise in representing Capital Group PPS in the West to financial advisors and portfolio solution strategists.

While responsibilities are varied, it is expected that the PPS Specialist will focus efforts in the following areas:

• Ability to represent PPS in market with product education, capital markets updates across private markets, guidance on interval funds, and portfolio construction guidance.

• Partner with WM Sales to identify, prioritize and schedule territory travel; gain an understanding of and prioritize the highest opportunity zones and coverage frequency within their geographic territory.

• Actively participate as a PPS sales and investment resource for sales force members in their territories; the expectation is that the position will require a minimum of 2-3 days of weekly territory travel to support 1:1 engagements, regional meetings and national events.

• Synthesize information from across Capital Group teams and external partners to create timely capital market, competitor, and portfolio construction updates targeted to the needs of the sales force members in territory.

• Lead stakeholder management as partner and resource for product across Sales leadership teams including Regional Sales and Marketing to ensure our message is relevant to the market; participate in regular product leadership meetings.

• Coordinate delivery of relevant information and data on Private Market trends and fund-specific competitive landscape; some writing and collaboration with PPS marketing required; business intelligence across divisions and SFM.

• Work closely with the PPS Product team and WM Sales Leadership on the creation and/or deployment of the PPS Sales and Marketing plan.

• Help build, deliver and maintain all training to external sales force members in Wealth Management.

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

• You have at least 5+ years of professional experience in Sales or Specialist positions engaging with Financial advisors and business development professionals.

• You have experience across private markets, an understanding of private market fund structures including interval funds, and experience marketing across Wealth Management channels.

• You have experience in building sales narratives centered around portfolio construction guidance.

• You have strong analytical skills and the ability to analyze opportunities/issues and to recommend business solutions.

• You have strong organizational, relationship, communication and presentation skills.

• You have a focus on achievements/outcomes and a drive to take initiative while demonstrating sound business judgment.

• You have the ability to develop, prioritize and implement best practices.

• You have a leadership style that is open, approachable, and informing.

• You wholly embrace American Funds and Capital Group's investment philosophy. You share in the commitment to increasing sales within a framework of long-term relationship building, teamwork, and the highest professional integrity.

• You have the ability to adapt and thrive in a startup opportunity within a large world class asset management firm.

• You have a Bachelor's Degree; Master; CFA or CAIA is a plus.

Base Range

$180,000 - $282,500

In addition to a highly competitive base salary, you will receive two annual bonuses and a generous retirement contribution.

What you'll get
When you go the distance for our clients, we go the distance for you. You'll grow through mentoring, leadership programs and tuition reimbursement, and do work that matters at a firm managing $3T+ in AUM for millions of investors worldwide. We invest in your whole life too - with comprehensive wellness and mental health support, family-first benefits, competitive pay with performance and profitability bonuses and a company-funded retirement plan. And as a privately held firm built for the long term, we offer the opportunity and support to build a career that lasts.

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 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.

Want to learn more? Visit careers.capitalgroup.com.

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