Custom Models Consultant

“I can be myself at work.”

You are more than a job title. 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 a Custom Models Consultant at Capital Group” 

As a member of the Wealth Solutions team, you are responsible for facilitating custom model opportunities to support NACG’s efforts to raise and retain assets.  Responsible for promoting the custom models program within Capital Group and also in market with financial advisors and registered investment advisors.  Responsible for end-to-end facilitation of custom models opportunities including vetting, stakeholder coordination as part of the pipeline management, and ongoing support.   

Primary responsibilities / essential functions: 

• Coordinate cross-functional group including product, marketing, investment, client teams and other stakeholders to facilitate and service custom model opportunities
• Drive custom model workflows and pipeline management to facilitate full end-to-end advisor experience
• Serve as Custom Models program expert to facilitate trainings and raise visibility to program, capabilities, and resources
• Serve as industry expert with deep understanding of client needs and industry trends to identify enhancements to best serve clients
• Drive growth of custom models program and prioritize business development through client facing engagements in both 1:1 and in large client group settings.

"I am the person Capital Group is looking for” 

• You demonstrate in-depth knowledge of wealth management and institutional retirement business, and applicable investment products and solution with emphasis on the models and custom models offerings 

• You demonstrate in-depth knowledge of Capital Group investment and portfolio construction processes  

• You demonstrate in-depth knowledge in policies, practices, trends, and technology affecting the product 

• You demonstrate in-depth knowledge of relevant subject matter, tools and resources 

Core requirements: 

• Securities Industry Essentials, Series 7, Series 63/65 or 66 FINRA registrations 

• Ability to acquire CIMA, CFA, and/or CFP, or similar designations 

Working conditions: 

• Travel up to 10% of the time 

“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. Apply now to move to the next step in our recruiting process. If this role isn’t what you’re looking for, check out our other opportunities and join our talent community.  

“I can learn more about Capital Group.”  

At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That’s why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people’s lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor.‎ 

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In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital’s annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.

You can learn more about our compensation and benefits here.

* Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans.

We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.