Relationship Specialist - Investment Resources

Capital Group

4.2

(86)

Indianapolis, IN

Why you should apply for a job to Capital Group:

Ranked as one of the Best Finance Companies for Women in 2023

4.2/5 in overall job satisfaction

4.5/5 in supportive management

84% say women are treated fairly and equally to men

91% would recommend this company to other women

87% say the CEO supports gender diversity

Ratings are based on anonymous reviews by Fairygodboss members.

Parental leave, and a Parental transition schedule where parents can work part-time up to six months after bringing home a child.

Flexible schedule can be adjusted to fit personal needs, depending on line of business and role.

2-for-1 matching gifts for charitable contributions, with additional 3-for-1 matching gifts for select organizations.

#JR5077

Position summary

ill represent CG by meeting with home office research clients and prospects virtually and in person by traveling up to 25%

You will represent intermediary firm views to the broader CG organization by sharing alignment of opportunities and firm priorities through researching and analysis of investment results, industry trends and firm-specific business models/priorities
You will provide premier service to home office research clients by managing key deliverables and lead the coordination of Requests for Information (RFI)/Requests for Proposals (RFP) from assigned intermediaries
Series 7 and 63 (or equivalent 66) are required
You demonstrate working knowledge of compliance/regulatory requirements

San Antonio Base Salary Range: $100,008-$160,013

New York Base Salary Range: $128,957-$206,331

Indianapolis Base Salary Range: $106,525-$170,440

In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.

You can learn more about our compensation and benefits here.

Temporary positions in Canada and the United States are excluded from the above mentioned compensation and benefit plans.

We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.