Private Client Relationship Manager

Private Client Relationship Manager

As the Private Client Relationship Manager, you will be responsible for the day-to-day management of the Private Wealth Advisor's practice to ensure execution of the sales and service goals and to keep the advisor and practice in motion. You will provide subject matter expertise in various areas to offer solutions to complex client matters and provide oversight of the Client Service Associates (CSA) and other practice support staff to anticipate, facilitate, and advance client servicing, prospecting, and sales efforts for the practice(s) they support.

A Private Client Relationship Manager drives exceptional client, prospect, and COI experiences while proactively strengthening relationships and supporting retention and growth. They establish efficient operating norms for the practice, execute the team's value proposition, and collaborate closely with the Private Wealth Advisor and Marketing to build and implement business plans that expand the target market and increase share of wallet. Additionally, they ensure strong internal communication, lead routine business health and pipeline meetings, and identify opportunities to enhance processes and alignment across the team.

You are the person Capital Group is looking for.

• You have outstanding professional experience and industry knowledge, and you demonstrate strong sales and service acumen
• You are results oriented, working successfully as an individual and part of a team to ensure deliverables are completed in a timely manner
• You are a credible and influential, instilling trust through self-confident interactions and in-depth financial and business acumen
• You are agile and entrepreneurial, able to anticipate and deliver on the needs of a sophisticated, fast-paced business and possess the ability to simultaneously balance a wide range of project
• You are collaborative, partnering seamlessly with internal and external stakeholders to drive business outcome

Core requirements:

• Bachelor's degree required; Graduate degree preferred.
• Series 65 must be obtained within 60 days of hire date.
• CFP preferred.
• Los Angeles Base Salary Range: $127,925-170,566

You can apply in less than 4 minutes.

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You can learn more about Capital Group.

At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That's why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people's lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor.

In addition to a highly competitive base salary, 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.

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.