In this role you will support and deepen Capital Group’s relationships with global and regional partner firms. You will work closely with the London ERM team and senior relationship managers to align client strategy, prepare plans, and coordinate senior engagements. You’ll engage with internal stakeholders, conduct client research, and contribute to high-impact events and client strategy initiatives. This is a fast-paced, collaborative role that influences firm-wide relationships and client experience.
Pay / Benefits
generous time-off and health benefits from day one
flexible work options
2-for-1 matching gifts for charitable contributions
annual grants for preferred organizations
on-demand professional development resources
retirement plan with 15% employer contribution
Responsibilities
Deepen connectivity with partner firms’ senior relationship management teams
Prepare enterprise partner plans and engagement roadmaps
Draft briefing notes for senior management engagements
Research client financials and relevant insights from press releases
Join client meetings and action follow-ups; contribute to client strategy projects
Coordinate and contribute to high-profile client events and strategic leadership engagements
Socialize client strategy with stakeholders across sales, investment operations, and trading
Support executive engagement by preparing talking points and relationship snapshots
Identify gaps in client coverage and propose introductions to CG leadership
Assist in planning multiple high-profile client events and summits throughout the year
Key requirements
BA/BS degree (required)
Minimum 2 years financial services industry experience
Relationship management experience preferred
Knowledge of financial markets and sales/trading or asset management experience
Proficient client engagement strategies and tactics
Ability to work in a fast-paced, innovative, collaborative environment
Strong communication skills (oral and written)
Good business acumen and professional maturity
Ability to initiate, develop, and maintain relationships
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