Private Client Relationship Manager
Capital Group, Los Angeles, California, United States, 90079
“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.
Capital Group Core Values We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. Belonging leads to better outcomes and a stronger community united by our mission. At Capital, we live our core values daily: Integrity, Client Focus, Diverse Perspectives, Long‑Term Thinking, and Community.
Compensation & Benefits As the Private Client Relationship Manager, you will receive a competitive salary, bonuses and benefits. Performance is reviewed annually and compensation is designed to motivate and reward the value you provide. Company‑funded retirement contribution factors in salary and variable pay, including bonuses. You are also eligible for an annual performance bonus, Capital’s profitability bonus, and a retirement plan where Capital contributes 15% of your eligible earnings.
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.
Job Title: Private Client Relationship Manager As the Private Client Relationship Manager, you will be responsible for the day‑to‑day management of the Private Wealth Advisor’s practice to ensure execution of sales and service goals and to keep the advisor and practice in motion. You will provide subject matter expertise in various areas to offer solutions to complex client matters and provide oversight of Client Service Associates (CSA) and other practice support staff to anticipate, facilitate and advance client servicing, prospecting and sales efforts for the practice(s) they support.
Responsibilities:
Drive exceptional client, prospect, and COI experiences while proactively strengthening relationships and supporting retention and growth.
Establish efficient operating norms for the practice and execute the team’s value proposition.
Collaborate closely with the Private Wealth Advisor and Marketing to build and implement business plans that expand the target market and increase share of wallet.
Ensure strong internal communication, lead routine business health and pipeline meetings, and identify opportunities to enhance processes and alignment across the team.
Qualifications
Outstanding professional experience and industry knowledge, with strong sales and service acumen.
Results‑oriented, working successfully as an individual and part of a team to ensure deliverables are completed in a timely manner.
Credible and influential, instilling trust through self‑confident interactions and in‑depth financial and business acumen.
Agile and entrepreneurial, able to anticipate and deliver on the needs of a sophisticated, fast‑paced business and capable of balancing a wide range of projects simultaneously.
Collaborative, partnering seamlessly with internal and external stakeholders to drive business outcomes.
Core Requirements
Bachelor’s degree required; Graduate degree preferred.
Series 65 must be obtained within 60 days of hire date.
CFP preferred.
Los Angeles base salary range: $127,925‑170,566.
Apply 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.
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. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day.
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.
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Capital Group Core Values We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. Belonging leads to better outcomes and a stronger community united by our mission. At Capital, we live our core values daily: Integrity, Client Focus, Diverse Perspectives, Long‑Term Thinking, and Community.
Compensation & Benefits As the Private Client Relationship Manager, you will receive a competitive salary, bonuses and benefits. Performance is reviewed annually and compensation is designed to motivate and reward the value you provide. Company‑funded retirement contribution factors in salary and variable pay, including bonuses. You are also eligible for an annual performance bonus, Capital’s profitability bonus, and a retirement plan where Capital contributes 15% of your eligible earnings.
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.
Job Title: Private Client Relationship Manager As the Private Client Relationship Manager, you will be responsible for the day‑to‑day management of the Private Wealth Advisor’s practice to ensure execution of sales and service goals and to keep the advisor and practice in motion. You will provide subject matter expertise in various areas to offer solutions to complex client matters and provide oversight of Client Service Associates (CSA) and other practice support staff to anticipate, facilitate and advance client servicing, prospecting and sales efforts for the practice(s) they support.
Responsibilities:
Drive exceptional client, prospect, and COI experiences while proactively strengthening relationships and supporting retention and growth.
Establish efficient operating norms for the practice and execute the team’s value proposition.
Collaborate closely with the Private Wealth Advisor and Marketing to build and implement business plans that expand the target market and increase share of wallet.
Ensure strong internal communication, lead routine business health and pipeline meetings, and identify opportunities to enhance processes and alignment across the team.
Qualifications
Outstanding professional experience and industry knowledge, with strong sales and service acumen.
Results‑oriented, working successfully as an individual and part of a team to ensure deliverables are completed in a timely manner.
Credible and influential, instilling trust through self‑confident interactions and in‑depth financial and business acumen.
Agile and entrepreneurial, able to anticipate and deliver on the needs of a sophisticated, fast‑paced business and capable of balancing a wide range of projects simultaneously.
Collaborative, partnering seamlessly with internal and external stakeholders to drive business outcomes.
Core Requirements
Bachelor’s degree required; Graduate degree preferred.
Series 65 must be obtained within 60 days of hire date.
CFP preferred.
Los Angeles base salary range: $127,925‑170,566.
Apply 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.
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. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day.
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.
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