Capital Group · 1 day ago
Product Specialist, Senior
New York, United States
Full-time
Onsite
Senior Level
$133K/yr - $214K/yr
5+ years expCapital Group is committed to fostering a diverse and inclusive workplace. As a Senior Product Specialist, you will leverage your expertise in Separately Managed Accounts (SMA) to provide exceptional client service and support sales initiatives, ensuring effective execution of product strategies and cross-functional projects.
Financial Services
Responsibilities
Acts as a SMA subject matter expert for the organization
Helps develop SMA sales insights and marketing plans
Works closely with sales specialists, marketing and client groups to develop product sales insights and support marketing campaigns
Identifies industry trends and incorporates competitive knowledge into SMA activities, including written commentary and sales insights
Effectively navigates the organization to support the SMA client experience, driving quick resolution of open cases such as fixed income customization, account sub-minimum requests, dual contract onboarding, and account errors
Helps field sales execute actionable sales ideas and prioritize SMA field sales activities
Maintains firm-specific intelligence and stays informed about industry competitive landscape and trends to shape SMA sales strategies
Executes the onboarding of RIA clients who traditionally utilize dual contract platforms
Leads small/medium scale projects and assigned business initiatives impacting the product line and in support of strategic
Qualification
Required
Bachelor's Degree. Advanced degree (MBA or other) a plus
5+ years of SMA or relevant financial services product management experience
In-depth knowledge of product construction, rules and regulations
Strong analytical skills and the ability to analyze opportunities/issues and to recommend business solutions
Ability to extract meaningful insights from large quantities of data and represent findings to various stakeholders
Ability to effectively lead and facilitate a variety of meetings
Ability to build internal networks, collaborate effectively, and influence groups and/or more senior associates
Experience with Morningstar, Bloomberg, and/or FactSet
Preferred
Holding a Series 7, 63 or 66 license is a plus
Benefits
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
In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital’s annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.
Company
Capital Group
Capital Group was established in 1931 in Los Angeles, California, and now has 31 offices around the globe.
Founded in 1931Los Angeles, CA, US
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Mike Gitlin
President & CEO
Canise Arredondo (she/her/hers)
Chief Financial Officer
Recent News
2024-05-06
2024-04-17
2024-02-27
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