Head of Consultant Relations, Institutional Segment Head of Consultant Relations, Institutional Segment

About the Role

Key Responsibilities

• Lead, evolve, and execute a national consultant engagement strategy aligned with Capital Group's institutional growth goals.
• Oversee the evolution and execution of the Field Consultant Strategy to deepen engagement with field consultants, retain assets, and drive cross-sell opportunities.
• Drive the overall asset growth of the institutional business, especially amongst G4 and strategic consulting firms.
• Partner with the broader distribution organization to develop business strategy in line with the Long-Term Strategic Plan and lead sales efforts across consultant firms.
• Manage senior relationships with key Public Fund and Taft-Hartley focused consultant firms, including relationship building, ratings, sales, and retention.
• Collaborate with the Public Funds, Corporate, and OCIO business development teams to increase consultant-driven placements and ratings.
• Represent Capital Group at industry events, conferences, and consultant forums.
• Partner with Product, Marketing, and Investment teams to develop marketing strategies and deliver tailored content and solutions.

Requirements

• 15+ years of experience in institutional sales, consultant relations, or investment strategy roles with leadership and execution experience.
• Deep understanding of the institutional consultant landscape, especially within Public Funds, Taft-Hartley, and Corporate segments.
• Proven ability to influence senior stakeholders and drive strategic initiatives across complex organizations.
• Strong investment acumen, including knowledge of portfolio construction, asset allocation, and investment vehicles.
• Substantial technical knowledge of different investment products, strategies, and vehicles across asset classes.
• Experience with an organization respected in the institutional arena.
• CFA certification; an advanced business degree is preferred.
• Series 7, 66 (or equivalent), and 24 licenses.
• Ability to travel frequently to meet with a dispersed team and industry events.

Nice to Have

• Advanced business degree.

Benefits & Perks

• Highly competitive base salary ranging from $267,000 to $305,000.
• Two annual bonuses and a generous retirement contribution (15% of eligible earnings).
• Eligibility for an individual annual performance bonus and Capital's annual profitability bonus.
• Parental leave and a parental transition schedule allowing part-time work for up to six months after childbirth.
• Flexible schedule options depending on the line of business and role.
• Matching gifts for charitable contributions (2-for-1, with additional 3-for-1 for select organizations).