Capital

Institutional Client Relationship Manager

Capital

18 days ago
Onsite
Full Time
Senior
0 applicants
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Capital
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About this role

As a Institutional Client Relationship Manager at Capital Group, you will oversee and service a territory of institutional investor clients, including pension providers, plan sponsors, and foundations, with the goal of retaining and growing client relationships. The role involves collaboration with internal teams, proactive client engagement, and delivering excellent service while working within a team on the West Coast.

Skills

Qualifications

Series 7Series 66 or 63Series 65
Capital

About Capital

capitalgroup.com

Since 1931, we've helped millions of investors worldwide pursue their real-life goals.

About Capital

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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