Institutional Relationship Specialist

Job Overview

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. Your territory will cover the Northeast region.

Primary Responsibilities

• 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 yourself 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.
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