SMA Sales Specialist
Company: Capital Group
Location: Atlanta
Posted on: October 16, 2024
Job Description:
"I can succeed as the SMA Sales Specialist at Capital Group."The
SMA Sales Specialist is a field-based sales associate aligned with
Capital Group's Divisional Sales teams. The role will work closely
with SMA Product Management, Asset Class Services leads, and the
Equity and Fixed Income Investment Groups. As the field-based
SMA-focused sales associate, this person will be responsible for
delivering point of sale expertise in representing Capital
Group/American Funds' SMA strategies to financial advisors.
Responsibilities:
- Identify, prioritize and schedule territory travel; gain an
understanding of and prioritize the highest opportunity zones and
coverage frequency within the territory.
- Actively participate as an SMA sales and investment resource
for sales force members in their territories; the expectation is
that the position will require a minimum of 2-3 days of weekly
territory travel.
- Serve as an SMA sales consultant for division management as
well as internal and external sales force members.
- Actively participate as an SMA sales and investment resource
for division, regional, and national sales force meetings.
- Coordinate with division and national sales management in
representing SMA across a variety of venues, to include national,
regional as well as home office meetings/conferences.
- Work with internal and external sales force management to
establish a schedule and syllabus for site-based SMA training;
coordinate and participate in regularly scheduled site-based SMA
investment and sales training.
- Coordinate delivery of relevant information and data on the
general and fund-specific competitive landscape; some writing on
SMA-related topics may be required.
- Be an SMA business intelligence resource for division sales
management as well as the internal and external sales force.
- Work closely with the product team and sales force management
on the creation and/or deployment of the SMA Sales plan
holistically and by territories.
- Help build and deliver all training to external SFM's in Wealth
Management."I am the person Capital Group is looking for."
- The successful candidate will be an experienced buy side
distribution professional who has a proven track record and broad
knowledge of SMA products, and the demonstrated ability to build
long term relationships and influence others.
- 5-7 years of SMA experience, preferably in a selling role.
- CFA, CIMA or CFP strongly preferred.
- Excellent verbal and presentation skills.
- Strong analytical skills and the ability to analyze
opportunities/issues and to recommend business solutions.
- Strong training or leadership background.
- A focus on achievement and a drive to take initiative while
demonstrating sound business judgment.
- The ability to develop, prioritize and implement best
practices.
- A leadership style that is open, approachable, and
informing.
- The successful candidate will wholly embrace American Funds and
Capital Group's investment philosophy. They should share in the
company's commitment to increasing sales within a framework of
long-term relationship building, teamwork, and the highest
professional integrity.
- Ability to adapt and thrive in a startup opportunity within a
large world class asset management firm.*Highly preferred that the
candidate to be located in the South or Southeast of the United
States. In addition to a highly competitive base salary, per plan
guidelines, restrictions, and vesting requirements, you also will
be eligible for applicable sales bonuses, plus Capital's annual
profitability bonus plus a retirement plan where Capital
contributes 15% of your eligible earnings.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 .* 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.
Keywords: Capital Group, Marietta , SMA Sales Specialist, Sales , Atlanta, Georgia
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