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Client Relationship Team Manager ID-7192

About the position

As a Client Relationship Team Manager at Capital Group, you will play a pivotal role in leading a team dedicated to enhancing client servicing and driving Private Wealth prospecting and sales efforts. This position requires you to cultivate a strong, collaborative team environment, where you will coach and mentor associates on their development objectives while ensuring accountability and adherence to operational and procedural compliance. Your leadership will be essential in fostering a culture of excellence and service delivery within the team. In this role, you will work closely with the Regional Director to develop and execute regional business strategies that align with national business objectives. You will be responsible for managing associate performance and development through effective coaching, ensuring that individual and team goals are met. Your communication skills will be vital as you interact with other internal managers and senior leaders, primarily focusing on operational, technical, and project-related issues. You will oversee strategic business support for the department and the Private Client Services team, ensuring that the highest level of service is delivered efficiently. Additionally, you will provide high-level guidance and resolutions on escalated issues, exceptions, and complex requests that have broad impacts. By establishing and following established guidelines, you will set individual and team goals for associates that support the overall business objectives. Proactively reviewing team processes and work products will be part of your responsibilities to identify risks, assure best practices, and align with current business needs.

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Responsibilities

  • Lead a team focused on client servicing and Private Wealth prospecting and sales efforts.
  • Develop and maintain a collaborative team environment.
  • Coach and mentor associates on development objectives.
  • Ensure accountability and drive operational and procedural compliance.
  • Work closely with the Regional Director to develop and execute regional business strategies.
  • Manage associate performance and development through coaching.
  • Communicate effectively with internal managers and senior managers on operational, technical, and project-related issues.
  • Manage strategic business support for the department and Private Client Services team.
  • Ensure the highest level of service is efficiently delivered by the team.
  • Provide guidance and resolutions on escalated issues, exceptions, and complex requests.
  • Establish individual/team goals and objectives for associates to support business area objectives.
  • Proactively review team processes and work products to identify risks and assure best practices.

Requirements

  • Proven experience in managing teams and developing associates.
  • Strong communication skills to interact with internal and senior management.
  • Ability to develop and execute business strategies in alignment with national objectives.
  • Experience in client servicing and sales support within a financial services context.
  • Strong problem-solving skills to address escalated issues and complex requests.

Nice-to-haves

  • Experience in the financial services industry, particularly in Private Wealth management.
  • Familiarity with compliance and operational procedures in a financial context.

Benefits

  • Highly competitive base salary ranging from $148,045 to $236,872.
  • Individual annual performance bonus.
  • Annual profitability bonus from Capital Group.
  • Retirement plan with a 15% contribution of eligible earnings by Capital Group.
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