Institutional Relationship Specialist
Capital Group Companies 107 reviews - New York, NY

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The Strategic Client Group is responsible for business development and relationship management over key intermediary relationships in North America. We are expanding this team with an Institutional Relationship Specialist (IRS) and seeking candidates who have in-depth knowledge of the insurance, retirement plan and institutional marketplace.

The IRS serves as an integral internal resource to a team of Business Development Managers (BDM). They will support the broader sales and marketing initiatives of North American Distribution (NAD) and focus specifically on intermediary distribution via insurance and defined contribution recordkeeper platforms.

Primary Responsibilities:
Partners with BDMs in the development, execution and monitoring of firm specific business plans and business development efforts
  • Works closely with BDMs to develop and implement annual firm specific business plans
  • Acquires and analyzes ongoing industry and firm specific information and intelligence
  • Helps coordinate, secure resources and communicate firm specific business plans and updates to
various internal and external audiences
  • Compiles information and analytics for mid-year business plan reviews and changes
  • Leads internal conference calls and meetings to ensure effective internal communications and
coordination exists

Provides tailored sales and marketing support to client firms, BDMs and the various sales forces within NAD
  • Staying current on firm’s initiatives, investment themes and marketing campaigns
  • Leads efforts with client firms to approve new marketing materials, campaigns and product launches
  • Provides effective firm specific information and insights to NAD sales forces including overseeing
various internal databases containing firm specific information and updates

Serves as a point of contact for client firms and BDMs on requests that require internal follow up and coordination
  • Assists BDMs with internally communicating important firm developments and business issues
  • Assists BDMs with preparation prior to and after key client meetings and events
Develops, maintains and manages contacts and relationships
  • Coordinates with BDMs to identify and develop their own firm contacts and relationships to further
deepen the team’s coverage of a firm
  • Attends client meetings and events (either with the BDM or solo) as necessary and appropriate
  • Serves as a day-to-day point of contact for clients
  • At times, represent the BDM in various internal meetings, conference calls and projects
Performs additional responsibilities as assigned Hiring Criteria
Demonstrates initiative by identifying issues and recommending solutions.

Demonstrates intellectual curiosity and analytical skills in areas of moderate complexity.

Demonstrates effective written and oral communication skills with a diverse group of associates, senior business leaders and individuals outside the organization.

Demonstrates effectiveness in leading/facilitating a variety of meetings.

Demonstrates sound judgment in resolving matters of moderate complexity.

Demonstrates ability to influence others.

Demonstrates ability to collaborate and develop/maintain working relationships inside and outside the organization to enable effective completion of business objectives.

Demonstrates in-depth knowledge of the insurance, retirement plan and institutional marketplace.

About this company
107 reviews
The Capital Group Companies, founded in 1931, has built a business being a steady Eddy for its clients. As a rule, the investment firm...