Capital Group

Private Client Relationship Manager

Capital Group

2 months ago
New York, NY
Hybrid
Full Time
Manager
1 applicant
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Capital Group
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About this role

The Private Client Relationship Manager at Capital Group supports a Private Wealth Advisor’s practice, enabling strong client and prospect experiences while helping the practice grow. The role is part of the firm’s private wealth organization and contributes to business planning, client engagement, and overall practice operations.

Skills

Qualifications

Bachelor's DegreeGraduate Degree (Preferred)Series 65 (Required within 60 days)CFP (Preferred)
Capital Group

About Capital Group

capitalgroup.com

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

About Capital Group

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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