Overview
In this role you drive growth within Global Financial Intermediaries by supporting major strategic relationships and coordinating cross-market initiatives. You will work closely with Business Development Managers to develop plans, engage fund selectors and analysts, and mobilise partnerships across advisory, discretionary, retail, insurance, sub-advisory and digital channels. The role emphasizes client engagement, market intelligence and cross-functional collaboration to deepen partnerships and influence commercial outcomes. You will progressively own select relationships and projects, contributing to Capital Group’s growth and client success. A strong emphasis on stakeholder management, due
Pay / Benefits
- competitive base salary
- annual performance bonus
- profitability bonus
- retirement plan with 15% employer contribution
- generous time-away
- health benefits from day one
Responsibilities
- Support strategic account development for Capital Group’s global intermediary relationships
- Develop, execute and manage account plans across priority accounts
- Identify opportunities to deepen connections across advisory, discretionary, retail, insurance, sub-advisory and digital channels
- Build understanding of client organisations, decision-makers, priorities and competitive positioning
- Coordinate activities across markets, functions and client segments to achieve account objectives
- Assist with mobilisation around strategic initiatives, product launches and partnerships
- Maintain pipeline visibility and commercial opportunities in Salesforce
- Assist in client meetings, due diligence sessions, conferences and industry events
- Develop relationships with fund selectors, research analysts, portfolio managers and senior stakeholders
- Understand client investment processes and decision-making frameworks
- Over time, take ownership of selected client relationships and engagement initiatives
- Represent Capital Group professionally in client-facing settings
- Support manager selection and investment due diligence with investment teams
- Track due diligence activity, ratings, and approved-list status
- Collaborate on strategic themes and value propositions for client engagement
- Conduct market, competitor and industry research to identify opportunities and risks
- Support targeted marketing campaigns and coordinated engagement across strategic accounts
- Coordinate account reporting, including assets, flows, market share, pipeline and relationship metrics
- Synthesize client intelligence to inform strategic planning
- Partner with analytics, reporting and marketing teams to generate actionable insights
- Monitor progress against objectives and seek opportunities to improve outcomes
Key requirements
- Relevant client-facing experience in asset management, wealth management or financial services
- Strong commercial instinct and interest in business development
- Understanding of investment markets, fund distribution and intermediary channels
- Ability to build relationships and influence internal and external stakeholders
- Strong analytical, organizational and project management skills
- Excellent written and verbal communication
- Comfort with engaging senior stakeholders
- High energy, curiosity, accountability and attention to detail
- Experience with manager selection, due diligence and fund approval processes
- IMC qualification or CFA progression preferred
- Experience with Salesforce or another CRM platform preferred
- stakeholder management
- communication
- proactivity
- Salesforce
- CRM systems
- data analysis
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