Enterprise Growth Relationship Specialist

“I can be myself at work.”

You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workplace.  

We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community. 

“I can influence my income.” 

You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You’ll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses. 

“I can lead a full life.” 

You bring unique goals and interests to your job and your life. Whether you’re raising a family, you’re passionate about where you volunteer, or you want to explore different career paths, we’ll give you the resources that can set you up for success. 

• Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options 

• Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love 

• Access on-demand professional development resources that allow you to hone existing skills and learn new ones 

“I can succeed as a Relationship Specialist – Enterprise Growth at Capital Group.”

As a Relationship Specialist supporting enterprise clients, you will partner with account leadership and cross‑functional teams to develop and execute enterprise‑level business plans that deepen relationships, drive strategic initiatives, and support Capital Group’s distribution objectives.

“I am the person Capital Group is looking for.’

• You will partner closely with enterprise account leaders to develop and execute customized business plans aligned to client priorities and enterprise strategies.

• You will analyze client intelligence and feedback to identify opportunities, recommend solutions, and shape initiatives that drive stronger partnership and results.

• You will build, manage, and deepen relationships with key enterprise clients through consistent engagement and thoughtful collaboration.

• You will support regional and national marketing strategies, aligning campaigns, product initiatives, and solutions with enterprise client objectives.

• You will represent Capital Group in meetings, conferences, webinars, and forums, serving as a presenter or facilitator as needed.

• You will serve as a point of contact for service, support, and education, coordinating internal resources to meet enterprise client needs.

• You will maintain accurate client intelligence within relationship management systems and collaborate across teams to ensure alignment and execution.

• You have experience in account management, client relationship management, or sales‑related roles within the financial services industry.

• You demonstrate strong knowledge of wealth management solutions, financial markets, and enterprise distribution models.

• You have a bachelor’s degree or equivalent experience

• You hold the required securities registrations (SIE, Series 7 and 66 or equivalent).

Travel Requirement: Up to 50% of the time

“I can apply in less than 4 minutes.”  

You’ve reviewed this job posting and you’re ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn’t what you’re looking for, check out our other opportunities and join our talent community.  

“I can learn more about Capital Group.”  

At Capital Group, the success of the people wh