Associate Relationship Manager

We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workplace. We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences.

We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.    “I can influence my income.”    You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide.

You’ll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses.    “I can lead a full life.”    You bring unique goals and interests to your job and your life. Whether you’re raising a family, you’re passionate about where you volunteer, or you want to explore different career paths, we’ll give you the resources that can set you up for success.

Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options  Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love  Access on-demand professional development resources that allow you to hone existing skills and learn new ones  “I can succeed as an Associate Relationship Manager at Capital Group.” As one of our Associate Relationship Managers, you will represent Capital’s Institutional Investment Services to the largest institutional corporate and public defined benefit and defined contribution plans. You have plenty of examples of times when you’ve gathered information from a variety of sources, synthesized it, and presented it in a concise, compelling manner.

You will be responsible for facilitating prospecting for opportunities , as well as opportunity maintenance throughout the institutional sales cycle. In addition, you will proactively support early‑stage relationship development within a defined subset of prospects , including initiating outreach and building familiarity with Capital Group ahead of formal opportunities. You take the time to create and maintain meaningful relationships and are comfortable engaging new contacts through targeted outreach, introductory conversations, and follow‑up engagement , while remaining closely aligned with Business Development Managers (BDMs) on strategy, messaging, and prioritization.

You are a generous collaborator and strong project manager, with the ability to influence a variety of personalities. You raise your hand when you see a problem or have a question, and your colleagues turn to you for sound recommendations based on facts. Using tools like Salesforce, you’ll partner with internal resources on critical support initiatives such as reporting, data accuracy, and mass/automated communications.

You will partner with Business Development Managers (BDMs), the Consultant Relationship and Client Service teams, and Internal Sales & Support Coordinators (ISSC) in a sales‑oriented team model.

This role is designed to augment and extend the Business Development Managers (BDM) relationship model , ensuring seamless coordination as opportunities develop. If you’re up for a challenge, our environment is fast‑paced, and no two days are the same. “I am the person Capital Group is looking for.” You have a bachelor’s degree, and 3+ years of financial services industry experience. You have a Series 7 and 66 license or are willing to obtain them within the first 90 days. You maintain a constant pulse on economic market trends and industry developments and have a deep level of investment expertise.

You will help prepare for final meetings and develop relationships with key partners internally and externally. You can uncover opportunities and move them through each stage of the sales cycle, including supporting early‑stage prospect engagement and discovery conversations  that help generate future pipeline.

You will present our strategies to clients and prospects and coordinate all sales opportunities. You have the ability to conduct effective meetings with external and internal contacts when needed. Over time, this role should effectively operate as the second‑in‑command on prospecting efforts , independently advancing defined relationships while partnering closely with BDMs for strategic direction and later‑stage engagement.

You have a strong sense of Capital Group processes and how to navigate within tight timelines in an institutional environment. You are able to prioritize and organize responsibilities while handling multiple priorities. “I can apply in less than 4 minutes.”      You’ve reviewed this job posting and you’re ready to start the candidate journey with us.