National Accounts Manager Senior - Private Banking and Trust
Req ID: 20961 Experience Level: Professional Other Location(s): N/A Relocation offered: Yes Travel required: c. Up to 75% 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 (NAD) oversees sales and distribution for North America across various client groups including: individual investors, retirement plans 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. Role Overview: Reporting to the Director of Private Bank & Bank Trust segment. The Senior National Account Manager for Private Bank and Trust will be responsible for guiding and directing Capital Group's relationship for select Private Bank, Super Regional Banks and Bank/Trusts by delivering sales and marketing ideas in support of North America Distribution (NAD) business initiatives. This positions leads and maintains sole responsibility for business development activities for their identified firms. They manage NAD's relationship for a firm from executive management, manager research, investment portfolio (model) teams, product management and other centers of influence including field leadership where appropriate. They work to expand Capital Group and American Funds investment relevance driving product approvals and servicing, model placements, and overall investment viewpoints to the firm. Responsibilities: Engaging and driving holistic enterprise strategy and relationship from executive management; manager research; investment and portfolio construction home office teams; product management; and key centers of influence including field sales leadership. Serves as primary contact to designated firms and Capital Group. Coordinates product, resource approvals and promotions with key firms by establishing strong communication and developing a thorough understanding each firm's approval process. Identifies new business development campaigns and opportunities at home office and field level, develops business plans, and communicates updates to broad internal audiences as necessary to drive execution. Cross collaborating across various wealth management and institutional/retirement associates to ensure effective communication and supporting Capital Group and American Funds strategy. Planning and prioritizing investment professional engagements based upon client demand and product relevance and readiness; coordinating Capital Group leadership to key home office leaders to help build deeper shared enterprise relationship and business trends. Requirements: 10yrs of Investment and Financial Services Experience with proven sales and relationship experience 5+years of National Accounts or Platform Distribution experience Experience working at the Home Office level Proven sales to investment platform distribution organizations 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.