Relationship Manager, Outsourced Advisory Solutions
Capital Group
About this role
The HNW Relationship Manager supports West Coast Private Wealth Consultants within Capital Group Private Client Services, focusing on onboarding high-net-worth households and coordinating with external advisors and internal sales teams. The role involves managing proposals, tracking client and advisor opportunities, and ensuring a high-quality client experience. This position is part of Capital Group’s wealth management organization and serves as a liaison between advisors, PWCs, and internal business leaders.
Skills
About Capital Group
capitalgroup.comSince 1931, we've helped millions of investors worldwide pursue their real-life goals.
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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
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Capital Group.
Salary
$128k – $194k
per year
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