Capital Group

East Regional Director; Private Client Services

New York · Director · Contract

Sponsorship not specified$315k-$355kDetected 25 days ago

SalesBusiness DevelopmentBudgetingRecruitingHRPerformance ManagementLeadershipCommunicationMentoring

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.

Collaborate with national leadership to develop and execute the regional business plan aligned with national or corporate goals (e.g., AUM growth, client acquisition, budgeting, resource allocation, etc.).
Drive activity that generates new business opportunities in the market to achieve client acquisition and asset growth goals.
maintain knowledge of clients to optimize client experience and limit outflows, reallocate as necessary (succession, etc.), ensure proactive planning for next generation engagement, manage book sizes.
Build strong relationships across Capital Group teams.
Maintain an always-on search for advisor talent in the market; work with Human Resources on internal and external talent sourcing and evaluation of PWA candidates.
Collaborate with Sales Enablement to enhance the skills and performance of PWAs through coaching and training to drive sales effectiveness, wealth planning acumen and adoption of sales/service standards.
Deliver effective performance reviews based upon clear development plans.
Support National Sales Director on Firm-Wide Initiatives

Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans.
$315,000-$355,000 ‎
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
actively pursue ongoing education and apply insights from industry trends and best practices to drive business outcomes in the region/market.
Understand composition and "health" of regional client base

"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.