Investment Specialist, Outsourced Advisory Solutions

Founded in 1931, Capital Group is one of the world’s oldest and largest asset management firms with assets under management of $2.7 trillion. Its resources serve as the backbone of Capital Group Private Client Services (PCS), which originated in 1974 as the family office for Capital Group executives. PCS has since grown into a $38B business and its 40+ Private Wealth Advisors (PWAs) advise over 2,000 high net worth individuals and families.

The Outsourced Advisory Solutions (OAS) team is responsible for enabling and enhancing connectivity between PCS and Capital Group’s financial advisor network, leveraging PCS’ trust, resources and experience for the benefit of our partners and their high net worth clients.

"I can succeed as an Investment Specialist, Outsourced Advisory Solutions at Capital Group."

The Investment Specialist will work closely with the PCS team in the creation, implementation, and ongoing management of client portfolios. This may include pre-sale and post-sale presentations for both financial advisors and the end client.

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

• You have outstanding professional experience and investment industry knowledge, including a deep understanding of private wealth and capital markets.

• You have a demonstrated ability to build and nurture relationships with colleagues and financial advisors.

• You are credible and influential, possessing strong executive presence and professional maturity.

• You are collaborative, partnering seamlessly with internal and external stakeholders to drive business outcomes.

• You have demonstrated in-depth knowledge of portfolio construction with an emphasis on high net worth households and endowments and foundations.

• You have a minimum of a Bachelors’ degree, with additional designations.  CFA strongly preferred; other designations include CAIA, CIMA, or CPWA.

•  Series 65 required.  

Base Salary Range: $235,000 - $250,000

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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.