Capital Group

Internal Wealth Specialist

New York · Contract

Sponsorship not specified$105k-$169kDetected 30 days ago

SalesPipeline ManagementOutbound SalesTime ManagementOrganizational Skills

About the role

"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.

Partner with external wholesalers to develop and execute territory sales plans.
Conduct outbound calls to financial advisors to promote products, generate leads, and schedule meetings.
Maintain accurate records of client interactions, pipeline management and sales activities in Salesforce.
Collaborate with marketing and product teams to deliver targeted campaigns and messaging.
You are an expert communicator, with strong interpersonal skills and a proven ability to build relationships with colleagues and external clients.

Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans.
$105,459-$168,734 ‎
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.
Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love

Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options
Provide insights on products, capital markets, portfolio construction, practice management, retirement landscape and follow-up to advisors.

"I can be myself at work."
You are more than a job title.
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.

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.

itions, 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 statu

This listing is sourced directly from Capital Group's careers page and normalized into a canonical job model.