Public Private Solutions Sales Specialist (West)
$180,000–$282,500 year
On-siteRegional, Departamento de Loreto, Republic of Peru
Job Summary
Represent Capital Group's Public Private Solutions suite across Wealth Management channels by delivering point-of-sale expertise to financial advisors and portfolio strategists in the West. Synthesize internal and external data to create timely capital market and portfolio construction updates, while actively participating as a sales and investment resource for the territory. Partner with WM Sales to identify high-opportunity zones, prioritize territory travel for 1:1 engagements and regional meetings, and lead stakeholder management with product leadership teams. Help build, deliver, and maintain training for external sales force members, coordinating the deployment of the PPS Sales and Marketing plan. Requires 5+ years in sales or specialist roles engaging financial advisors, with experience in private markets and interval funds. Base salary ranges from $180,000 to $282,500, including annual bonuses and a 15% retirement contribution.
Required Qualifications
- At least 5+ years of professional experience in Sales or Specialist positions engaging with Financial advisors and business development professionals
- Experience across private markets
- An understanding of private market fund structures including interval funds
- Experience marketing across Wealth Management channels
- Experience in building sales narratives centered around portfolio construction guidance
- Strong analytical skills and the ability to analyze opportunities/issues and to recommend business solutions
- Strong organizational, relationship, communication and presentation skills
- A focus on achievements/outcomes and a drive to take initiative while demonstrating sound business judgment
- The ability to develop, prioritize and implement best practices
- A leadership style that is open, approachable, and informing
- Wholly embrace American Funds and Capital Group's investment philosophy
- A commitment to increasing sales within a framework of long-term relationship building, teamwork, and the highest professional integrity
- The ability to adapt and thrive in a startup opportunity within a large world class asset management firm
- A Bachelor's Degree
Desired Qualifications
- Master; CFA or CAIA is a plus
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.