Experience:
3-5 years of experience
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Employment Type:
Full time
Posted:
6/26/2017
Job Category:
Sales
RIA Internal Wholesaler
Capital Group | Carmel, Indiana
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Job Description

Req ID:  3423
Experience Level: Professional 
Other Location(s): N/A  
Relocation offered: Yes
Travel required: a. Up to 25%

Come grow with us

At Capital Group, how we work is defined by shared values that include absolute integrity, respect and collaboration. But it’s more than that. It’s smart and highly driven people united in purpose to serve our investors and one another.

Bring your energy and unique perspective to Capital and you’ll have the opportunity to grow with us professionally, personally, and financially. You’ll be part of a team that genuinely cares about helping you succeed. You’ll work alongside talented colleagues, many of whom build long careers while progressing through multiple roles, establishing lifelong friendships and making a difference in our communities. In return for your contributions, you’ll receive premier compensation and benefits, and a company-funded retirement plan that ranks among the most generous.

Within Capital Group, North American Distribution oversees sales and distribution for North America across various client segments including retail and institutional clients.  Their efforts are focused on positioning Capital Group as the active investment manager of choice, providing superior service, sales and marketing experience while broadening our business.

As a RIA Internal Wholesaler on our Internal Sales and Support team, you will partner directly with an external wholesaler to develop and execute a strategic sales strategy for a multi-state U.S. territory to develop, retain, and manage RIAs, Consultants and Bank Trusts.

Responsibilities:

  • Raise and retain assets within a geographic territory by making proactive phone calls to Registered Investment Advisors and prospects to uncover and develop unique opportunities through probing and research.
  • Focus on building relationships with RIAs by sharing Capital insight and culture, investment policies, and product information; gathers business intelligence and offers sales support.
  • Assist RIAs in developing portfolios and provides ideas for effective practice management; shares investment ideas, investment education and product information with clients and prospects.  
  • Leverage marketing materials / campaigns to target specific clients and prospects for sales opportunity development. 
  • Identify cross-selling and prospecting opportunities through research in internal / external databases and company websites.
  • Monitor external calendars, anticipates information needed in meetings, and assists with preparation of information for meetings.
  • Proactively identify clients-at-risk, helps determine a client retention plan and works with external wholesaler to execute on that plan.

Qualifications:

  • 3+ years related industry experience working with intermediaries or previous client service experience.
  • Knowledge of RIA market
  • Demonstrate high degrees of initiative in identifying challenges/opportunities and recommending solutions.
  • Strong communication and analytical skills and attention to detail.
  • Ability to collaborate effectively with a diverse group of associates and clients.
  • Ability to lead and influence others.
  • Series 6, 63 and/or 7
  • Ability to travel up to 30% of the time
  • Bachelor's degree preferred.

Company Overview:
Founded in 1931, Capital Group is one of the world’s largest and most trusted investment management companies and home to the American Funds. We manage more than US$1.39 trillion in assets, and our 7,500 associates make our clients their first priority every day. When we do our job right, millions of investors around the world fulfill their dreams and financial goals, from home ownership and higher education, to a comfortable retirement. Our long-term investment results and outstanding service set us apart from our competitors, while our workplace sets us apart from other employers. 

 

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. 

About Capital Group

Internet Capital Group, Inc. (ICG) is focused on acquiring and building Internet software and services companies. During the year ended December 31, 2008, the Company hold ownership interests in 14 companies that are considered to be the partner companies. The results for the operation of the partner companies are reported in two business segments: the core reporting segment and the other holdings reporting segment. The core reporting segment includes those partner companies in which ICG's management takes a role in providing direction and management assistance. The other holdings reporting segment includes partner companies over which the Company have less influence, because they are public companies and/or have a relatively small ownership stake in those partner companies. (Source: 10-K)

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