Business Analyst and Management (Ciudad de México)

Business Analyst and Management (Ciudad de México)

19 oct
|
Capital-Group-1
|
Ciudad de México

19 oct

Capital-Group-1

Ciudad de México

Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses."Enjoy generous time-away and health benefits from day one, with the opportunity for adaptable work optionsReceive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you loveAccess on-demand professional development resources that allow you to hone existing skills and learn new ones"I can succeed as the XC Wealth Management Consultant at Capital Group."As one of our XC Wealth Management Consultants, you will be a key member of our wholesaling team leading sales initiatives in the Cross Channel segment, identifying firm and firm representatives' needs and coordinate efforts to serve those needs.
You'll manage American Funds Distributions presence, relationships and business results with key firms. You excel at delivering motivational and informative presentations.



You're motivated by setting goals and measuring your performance against them. You are a well-rounded collaborator and work skillfully with other Senior Sales Force members to identify opportunity for better investor outcomes.
You have a proven track record in third-party distribution, a broad knowledge of the ETF, Mutual Fund, SMA and CIT business and sales cultures, and the demonstrated ability to build long-term relationships.
You can effectively lead and motivate a territory team consisting of an Internal Wholesaler, Divisional Wholesaler and Regional Wholesale.
You are a strong partner with your Retirement Plan Wholesaler, asset class, vehicle and practice management specialists to drive results.
You know how to leverage technologies to create custom analysis (Excel, PowerPoint, Tableau, etc.).Series 7, AIF, AIFA, PPC, CIMA, and CFAThe base salary for this role is $75,000 + applicable sales commission

📌 Business Analyst and Management (Ciudad de México)
🏢 Capital-Group-1
📍 Ciudad de México

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