Private Banking National Accounts Manager - Capital Group - Los Angeles, CA

Private Banking National Accounts Manager - Capital Group - Los Angeles, CA -

Req ID: 683

Expertise Degree: Skilled

Relocation provided: No

Journey required: None

Since 1931, Capital Group has been singularly targeted on delivering superior, constant outcomes for lengthy-time period buyers. We serve particular person buyers, monetary intermediaries and establishments all over the world via a broad vary of services. Capital Group is understood for its American Funds, one of many nation’s largest mutual fund households. The funds are provided to people via monetary advisors and different intermediaries. American Funds are additionally used as funding automobiles for 401(okay) plans, different retirement plans and 529 school financial savings plans.

The Private Banking National Accounts Manager Identifies and creates enterprise improvement alternatives and manages on-going relationships by delivering sales and marketing concepts to the most important Private Banks, in help of North American Distribution (NAD) enterprise initiatives. This place Leads and maintains sole duty for enterprise improvement actions for choose companies. Identifies platforms and American Funds merchandise that align with companies’ objectives and goals, and considers, identifies and resolves any compliance points.

Further obligations/important features:
Identifies new enterprise improvement campaigns and alternatives, develops plans, and communicates updates to shoppers and broad inner audiences.

Facilitates product and useful resource approvals and promotions with companies by establishing robust communication and creating a radical understanding every agency’s approval course of.

Might coordinate conferences with inner enterprise leaders and agency’s determination makers.

Communicates line of enterprise alternatives to American Funds Distributors, Inc. (AFD) sales, marketing, and help teams.

Identifies alternatives to advertise inner merchandise particular to line of enterprise (LOB) to exterior advisers. Conducts analysis, evaluation, and develops studies in help of alternatives.

Develops and executes custom-made line of enterprise (LOB) plans for key intermediaries

Companions with Enterprise Improvement Managers (BDM) to determine and advocate LOB alternatives and initiatives.

Identifies focused enterprise improvement alternatives by analyzing intelligence obtained from middleman and third social gathering assets (e.g., Coates, Market Metrics).

Educates AFD sales pressure members on recognized alternative.

Communicates frequently with assigned agency contacts; supplies updates on the enterprise, sells the contact on numerous alternatives or merchandise, identifies alternatives to develop the enterprise, and uncovers numerous enterprise insights from the agency that may be shared with our sales drive.

Conducts sales and portfolio development desk coaching at key intermediaries

Serves as the first contact for senior sales desk management. Establishes the strategy and coordinates the supply of schooling and coaching for sales desk associates.

Companions with BDM to coordinate strategic promotion of LOB initiatives

Works with agency contacts to coordinate marketing campaign rollout and identifies key tie-ins to share with their sales pressure.

Gathers middleman suggestions in help of initiatives.

Develops, tailors, and presents marketing shows particular to LOB for middleman shopper conferences, conferences, and different talking engagements.

Acts as LOB useful resource/professional throughout key intermediaries and channels.

Necessities:
5-10yrs of Monetary Providers Expertise

5+years of National Accounts Relationship Administration expertise

Expertise working on the House Workplace degree

Choice given to candidates with RIA, Excessive Internet Value/Private banking protection

Bachelor’s Diploma (Related area of research)

Choice given to candidates with MBA or CFA

COMPANY OVERVIEW:
Capital Group is a number one international funding management agency with greater than 7,000 associates on 5 continents. Our group manages US$1 trillion in belongings for our shoppers. We’re the house of American Funds, one of many largest mutual fund households within the U.S., with greater than 54 million investor accounts.

Shoppers all over the world belief our group to protect and develop their onerous-earned belongings, and every affiliate performs a important position in our mission to offer superior funding outcomes and repair. It’s satisfying to know that our work helps people attain their monetary objectives—saving for retirement, a toddler’s schooling or to start out a enterprise.

An funding management group of our measurement and scope requires gifted people with numerous expertise and backgrounds.

Our Firm is an Equal Employment Alternative Employer.

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