About this role
A role designed for experienced sales professionals in the asset management industry, focusing on partnering with advisors to raise and retain assets within a specific territory. The position involves developing strategic plans, managing sales pipelines, and utilizing data to support sales efforts.
Required Skills
- Client Relationship
- Sales Strategy
- Capital Markets
- Mutual Funds
- ETFs
- SMA
- Proactive Sales
- Data Analysis
- Territory Management
- Financial Products
Qualifications
- Bachelor’s Degree in Business or related field
- CIM, CFP, CFA certifications
About Capital
capitalgroup.comSince 1931, we've helped millions of investors worldwide pursue their real-life goals.
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