Defined Contribution Senior Strategist

“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 Defined Contribution Senior Strategist at Capital Group."

As a Defined Contribution Senior Strategist, you will be fluent in all aspects of workplace retirement plans with a focus on defined contribution and wellness and be responsible for providing support to the institutional client/consultant relationship managers, national account managers and the intermediary sales force to strengthen existing and develop new retirement relationships. You will deliver defined contribution industry expertise for in-plan retirement topics including plan design, regulatory trends/impact and will convey Capital’s retirement thought leadership to external clients and prospects. Additionally, the Defined Contribution Senior Strategist will demonstrate full and complete knowledge of Capital’s retirement product offering, investment solutions and economic outlook and serve as a subject matter expert to internal product and business development teams.

• Works collaboratively and travel with the sales force to provide retirement expertise and assist in growing sales and engagement with institutional plan sponsors, financial advisors, heavy retirement plan advisers, institutional consultants and retirement plan platforms.

• Serves as a specialized resource that Capital’s sales force can leverage to deepen relationships with the firm’s best retirement clients and prospects.

• Leads or conducts research projects or analytical engagements for prospects and clients with the support of the institutional solutions analytics team.

• Success analyzing plan demographics and applying client centric lens to improve client engagement and commercial storytelling.

• Experience modeling and evaluating custom target date solutions, white label multi-manager structures and other non-target date product specific client needs.

• Develop fluency across all Capital’s product lines and vehicles including CIT’s, SMA’s, mutual funds, insurance products, proprietary recordkeeping platforms, IRA’s, and target date funds.

• Effectively communicate Capital’s views on defined contribution plan design and retirement planning concepts.

• Properly position Capital’s/American Funds’ solutions to meet the needs of retirees, sponsors and their participants both in and out of the plan environment.

• Participate in the development of Capital’s thought leadership and deliver to audiences of various sizes in one-on-one meetings, client team meetings and at industry conferences and client events.

• Represent Capital Group as a member of industry associations through industry sub-committees and leadership roles.

You will provide Retirement Business Support

• Participate in Capital’s retirement product development efforts.

• Assist with the development of retirement thought leadership.

• Provide a real-time voice of the customer in go-to-market strategy development.

• Act as the conduit of information between the retirement marketplace and the business leaders and sales force.

"I am the person Capital Group is looking for."

• Minimum of 10 years’ experience in the financial services industry in a client facing, retirement product sales and/or business development role.

• Exhibit a solid understanding of the investment needs, business objectives, and overall retirement issues facing retirees, wealth platforms, plan sponsors and intermediaries including consultants, retirement plan advisers, third party administrators and recordkeeping platforms.

• Demonstrate the ability to collaborate and develop/maintain working relationships inside and outside of the organization to enable effective completion of business objectives.

• Ability to identify issues and recommend solutions on complex and broad matters.

• Exhibit strong analytical and research capabilities.

• Strong time management skills.

• Effective written communication and presentation skills, including public speaking, to interact with a diverse group of associates, senior business leaders, and individuals outside of the organization.

• Exceptional team player, with strong collaboration skills.

• Highly motivated and self-sufficient.

• Multitask and be execution oriented.

• Unwavering ethics and integrity. I am value oriented.

• Has a low ego.

• Driven, enthusiastic and creative.

• Undergraduate degree required, strong preference for a CFA or MBA.

• Series 7 and Series 63 (or equivalent – ie. 66) is required

Base salary: $196,000 - $228,000

“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 who invest with us depends on the people in whom we invest. That’s why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people’s lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor.‎ 

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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.

You can learn more about our compensation and benefits here.

* Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans.

We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.