Public Private Solutions Sales Specialist (West)
Core
Client-facing business development specialist supporting Capital Group's Public Private Solutions suite across Wealth Management channels in the West.
Role type
Public Private Solutions Sales Specialist
Builds
Sales narratives, portfolio construction guidance, and market updates for financial advisors and portfolio strategists.
Domain
Asset Management / Private Markets / Wealth Management
Deliverable
product features
Required skills
Private markets knowledge, interval fund structures, portfolio construction guidance, sales narrative development, capital market analysis, territory management, stakeholder management, training delivery
Preferred skills
CFA or CAIA designation, Master's degree
Technologies
None stated
Responsibilities
Represent PPS in market with product education and capital markets updates; partner with WM Sales to prioritize territory travel and coverage; act as sales and investment resource for sales force members; synthesize information to create timely market and competitor updates; lead stakeholder management with Sales leadership; coordinate delivery of private market trend data and competitive landscape analysis; collaborate on PPS Sales and Marketing plan creation; build and deliver training to external sales force members.
Seniority
Mid-Senior, hands-on IC