Relationship Specialist - National Accounts
Core
Partner with the strategic account team to develop and implement business plans for key intermediaries on wealth and retirement plan products and services.
Role type
Relationship Specialist - National Accounts
Builds
Business plans and client solutions for North American Client Groups (NACG) strategic clients
Domain
Financial Services / Wealth Management / Retirement Planning
Deliverable
client delivery
Required skills
relationship management, business development, communication, sales support, compliance knowledge, organizational skills, multi-tasking
Preferred skills
developing sales ideas, marketing concepts, data analysis, travel
Technologies
N/A
Responsibilities
Develop and implement business plans for key intermediaries, represent Capital Group at conferences and workshops, identify opportunities to promote internal initiatives, serve as a point of contact for service and support, secure workshops and trainings
Seniority
Mid-Senior level (5-10 years experience)