“I can succeed as a Institutional Relationship Managerat Capital Group.“You have experience as an institutional client and consultant relationship manager with in-depth knowledge of the Canadian institutional market and ability to influence clients, consultants, prospects, and internal associates to drive growth and deliver a superior client experience. You can partner with colleagues, leadership, and cross-functional teams to advocate for the needs of our institutional client base. A strong, credible representative of Capital Group externally with the ability to prospect and grow our client and consultant relationships.“I am the person Capital Group is looking for.“You have 10+ years of related industry experience, primarily in client service and relationship management rolesYou have the experience to retain and help grow institutional relationships.You will proactively lead and manage the relationship with institutional clients, consultants and group retirement platforms in CanadaYou can lead and coordinate execution of service plan and regular client reviews.You will maintain an active “at risk” list to identify areas of retention risk and work with the team to implement plans for retaining those relationships.You will determine and execute strategies to generate new consultant ratings with local and global consultants.You have the ability to partner with Capital Group’s global consultant relations teams to coordinate and execute on developing relationships, achieve, or improve ratings, raise assets, and support and strengthen advisory client relationships.You can develop and grow relationships with assigned field consultants to identify growth opportunities with current relationships.You will coordinate with RFP team as appropriate to help develop, adjust and refine messaging to drive success.You can build a relationship between North American and European & Asian client teams to share best practice, create efficiencies and explore wider opportunities with our multi-national client relationships.You will work closely with the institutional sales support team following a win to help onboard new clients.You can maintain discipline in capturing and recording client related activity.You will partner with National Accounts to identify sub-advisory opportunities.
“I can succeed as a Institutional Relationship Managerat Capital Group.“You have experience as an institutional client and consultant relationship manager with in-depth knowledge of the Canadian institutional market and ability to influence clients, consultants, prospects, and internal associates to drive growth and deliver a superior client experience. You can partner with colleagues, leadership, and cross-functional teams to advocate for the needs of our institutional client base. A strong, credible representative of Capital Group externally with the ability to prospect and grow our client and consultant relationships.“I am the person Capital Group is looking for.”
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