Job summary
Job post source
This job is directly from Capital Group
Job overview
The Investment Specialist, Outsourced Advisory Solutions at Capital Group supports the creation and management of client portfolios, impacting high net worth clients and financial advisors.
Responsibilities and impact
The role involves working closely with the PCS team to create, implement, and manage client portfolios, including delivering presentations to financial advisors and clients to support sales and ongoing portfolio management.
Compensation and benefits
The position offers a base salary range of $235,000 to $250,000, an individual annual performance bonus, a profitability bonus, and a retirement plan with a 15% contribution from Capital Group.
Experience and skills
Candidates must have outstanding professional experience in investment industry knowledge, a deep understanding of private wealth and capital markets, strong relationship-building skills, a Bachelor's degree, Series 65 license, and preferably CFA or other relevant designations like CAIA, CIMA, or CPWA.
Work environment and culture
Capital Group values diversity and equal opportunity, complying with all laws prohibiting discrimination and fostering an inclusive work environment.
Company information
Capital Group is one of the world's oldest and largest asset management firms, managing $2.7 trillion in assets, with a Private Client Services division serving high net worth individuals since 1974.
Team overview
The candidate will join the Outsourced Advisory Solutions team, which connects PCS with Capital Group's financial advisor network, supporting over 40 Private Wealth Advisors and their clients.
Unique job features
The role uniquely combines portfolio management with client and financial advisor engagement within a prestigious asset management firm with significant resources and a large high net worth client base.
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 deep understanding of private wealth management, capital markets, and portfolio construction, focusing on high net worth households and endowments, as these are key to the Investment Specialist role at Capital Group.
Emphasize your professional maturity, executive presence, and ability to build and nurture relationships with financial advisors and internal teams, showcasing your collaborative approach to driving business outcomes.
Apply through multiple channels including Capital Group's official corporate career site and LinkedIn to maximize your application visibility for this role.
Connect with current Private Client Services or Outsourced Advisory Solutions team members on LinkedIn, using ice breakers like commenting on recent Capital Group initiatives or asking about their experience working with high net worth clients to start a meaningful conversation.
Optimize your resume for ATS by incorporating keywords from the job description such as 'portfolio construction,' 'high net worth,' 'CFA,' 'Series 65,' and 'collaborative partnership' to ensure it passes automated screenings.
Utilize Jennie Johnson's Power Apply feature to automate tailored applications, identify multiple application channels, and find relevant LinkedIn connections, allowing you to focus more effectively on preparing for interviews and networking.
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