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Head of Consultant Relations, Institutional Segment Job Opening In Los Angeles – Now Hiring Capital Group


Job description

“I can succeed as the Head of Consultant Relations, Institutional Segment at Capital Group.”

The Head of Consultant Relations, Institutional Segment is a senior leadership role responsible for driving Capital Group’s consultant engagement strategy across the institutional marketplace.

This hands-on role includes coverage of key consultant firms in conjunction with the existing team, focused on Public Funds and Taft-Hartley plans, while also leading, managing and mentoring a team of Consultant Relationship Managers.

The role is critical to expanding Capital’s presence and influence within Tier 1 and Tier 2 consulting and OCIO firms, aligning with the firm’s long-term strategic growth objectives.

Key Responsibilities:

  • Lead, manage and mentor a team of Consultant Relationship Managers and Field Consultant Engagement Managers, serve as a player/coach providing strategic guidance, coaching, mentoring and performance management as needed.

  • Lead, evolve and execute a national consultant engagement strategy aligned with Capital Group’s institutional growth goals that positions Capital Group as the strategic partner of choice to key consultant and OCIO firms.

  • Oversee the evolution and execution of the Field Consultant Strategy to deepen engagement with field consultants, retain assets, and drive cross-sell opportunities with their underlying clients

  • Drive the overall asset growth of the institutional business (both defined contribution and defined benefit), especially amongst G4 and strategic consulting firms.

  • Partner with the broader distribution organization to develop business strategy in line with the Long-Term Strategic Plan and lead sales efforts across consultant firms to advance Capital’s standing within the institutional marketplace.

  • Directly manage senior relationships with key Public Fund and Taft-Hartley focused consultant firms, in conjunction with Consultant RM including responsibility for relationship building, ratings, sales, and retention.

  • Partner with the Public Funds business development team to increase consultant-driven placements and ratings, and to support the customized requirements of public sector mandates

  • Partner with Corporate business development team to increase consultant-driven placements and ratings.

  • Partner with OCIO business development team to increase consultant driven placements.

  • Serve as member of Institutional Sales Leadership Committee.

  • Partner with Product, Marketing, and Investment teams to develop marketing strategies and to deliver compelling content and solutions tailored to consultant needs.

  • Work effectively with sales and client relations leadership and colleagues in an effort to broaden relevant institutional relationships.

  • Represent Capital Group at industry events, conferences, and consultant forums.

  • Additional responsibilities as assigned.

  • “I am the person Capital Group is looking for.”

  • You have 15+ years of experience in institutional sales, consultant relations, or investment strategy roles, with substantial time spent in a strategic leadership and people management role and a strong track record of leadership and execution.

  • You have a deep understanding of the institutional consultant landscape, and strong established relationships within the Public Funds and Taft-Hartley segments, in addition to the Corporate segment.

  • You have a proven ability to influence senior stakeholders and drive strategic initiatives across complex organizations.

  • You have strong investment acumen, including knowledge of portfolio construction, asset allocation, and investment vehicles.

  • You have a broad understanding of the evolving dynamics in the institutional marketplace, especially amongst the large market.

    You have substantial technical knowledge of different investment products/strategies and vehicles across asset classes.

  • You have a history with an organization that is respected for its position in the institutional arena.

  • You have a CFA; an advanced business degree is preferred.

  • You must have the Series 7, 66 (or equivalent) and 24.

  • You are able to travel frequently to meet with a nationally dispersed team and consultants, and to attend industry events.

  • Base Pay Range

    $267,000 - $305,000

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    Required Skill Profession

    Top Executives


    • Job Details

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