Teams at Capital Group

As a Wealth Planning Specialist, you'll partner with advisors for financial planning, trust strategies, and client engagement, focusing on personalized solutions and expert guidance.

The Private Client Relationship Manager manages the Wealth Advisor's practice, driving sales goals and enhancing client relationships while overseeing support staff.

Conduct proxy research and make voting recommendations, engage with portfolio companies on stewardship priorities, publish governance research, partner with investment teams, maintain voting operations and records, escalate issues, and represent the firm at industry events while supporting team training and process improvements.