Head of Consultant Relations, Institutional Segment

“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

In addition to a highly competitive base salary, you will receive two annual bonuses and a generous retirement contribution.

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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 Canada and 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.