Job summary
Job post source
This job is directly from Capital Group
Job overview
The Internal Retirement Plan Relationship Manager at Capital Group provides customized consultation and relationship management for priority retirement plans, impacting plan participation and retention.
Responsibilities and impact
The role involves educating plan sponsors and advisors, analyzing plan details, coordinating with internal teams, and identifying opportunities to increase assets and plan retention.
Compensation and benefits
The salary ranges from $79,019 to $153,792 depending on location, with eligibility for annual performance and profitability bonuses, plus a retirement plan with a 15% company contribution.
Experience and skills
Candidates need 5+ years of retirement plan market knowledge, strong communication skills, problem-solving abilities, relationship-building skills, and must obtain Qualified 401(k) Administrator certification within 12 months.
Work environment and culture
Capital Group values equal opportunity employment and compliance with all anti-discrimination laws, fostering an inclusive work environment.
Company information
Capital Group is a financial services company focused on retirement plans and investment management, offering competitive compensation and benefits.
Job location and travel
The position is based in Southern California, San Antonio, or Indianapolis with specific salary ranges for each location.
Unique job features
The role requires obtaining a Qualified 401(k) Administrator certification within a year and involves multi-mode communication and collaboration across business units.
Company overview
Capital Group is a leading global investment management firm known for its long-term focus and active management approach. Founded in 1931, the company manages a wide range of investment products, including mutual funds, for individual and institutional investors. Capital Group generates revenue primarily through management fees based on the assets under management. The firm is renowned for its research-driven investment strategies and has a history of stability and consistent performance, making it a respected name in the financial services industry.
How to land this job
Position your resume to highlight your 5+ years of retirement plan market knowledge, including plan design, terminology, regulations, and procedures relevant to Capital Group's retirement platforms.
Emphasize your skills in delivering multi-mode communications and influential presentations tailored to diverse audiences such as plan sponsors, advisors, and consultants, showcasing your relationship management expertise.
Showcase your ability to analyze complex plan details and coordinate with internal teams to identify opportunities for asset growth, participation increases, and plan retention, aligning with the job's core responsibilities.
Apply through multiple channels including Capital Group's corporate career site and LinkedIn to maximize your application's visibility and chances.
Connect with professionals in Capital Group's Retirement Plan Service business units on LinkedIn; use ice breakers like commenting on recent company initiatives in retirement solutions or asking about best practices in plan consultation to initiate conversations.
Optimize your resume for ATS by incorporating keywords from the job description such as 'retirement plan design,' 'plan consultation,' 'relationship management,' 'Qualified 401(k) Administrator,' and 'plan retention' to ensure it passes initial screenings.
Leverage Jennie Johnson's Power Apply feature to automate tailored applications across multiple platforms, identify relevant LinkedIn contacts for networking, and optimize your resume for ATS, allowing you to focus more on strategic job search efforts.
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