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You'll partner with Wealth Management Wholesalers to manage Capital Client Group (American Funds Distributions) presence, relationships, and drive business results with key brokerage firm representatives. You apply a consultative skillset to sell through financial intermediaries and work collaboratively with other senior sales force members to identify opportunities for better Plan Sponsor and investor outcomes.

<p>Since 1931, Capital Group, home of American Funds®, has been singularly focused on delivering superior results for long-term investors using high-conviction portfolios, rigorous research and individual accountability. Today, Capital Group manages more than $1.7 trillion in equity and fixed income assets for millions of individual and institutional investors.</p>

<p>Capital Group is a private firm that employs more than 7,500 associates in offices around the world. For more than 80 years, our goal has remained the same: to improve people’s lives through successful investing.</p>

The Capital Group Companies, Inc.

Retirement Plan Counselor - San Francisco Bay Area

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PART_TIME

YEAR

The ideal candidate has built or scaled a financial services business, whether as a founder, as an early leader of a high-growth advisory or retirement plan firm, or as the leader of a new business within a larger institution, and brings credibility in retirement plans and ministry stewardship. Track record of building or scaling a financial services business, whether as a founder, as an early senior leader of a high-growth advisory or retirement plan firm, or as the leader who launched a new business within a larger institution, required.

Brotherhood Mutual Insurance Company

Managing Director and Head of Brotherhood Retirement

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. This Senior Manager will be a part of the Community and Engagement Center of Excellence, responsible for the planning, execution, and success of key community initiatives that deepen member engagement, strengthen community health, and deliver data and insights that inform continuous innovation and improvement of member and client programs and content.

We help over ~40 million people feel more confident in their most important financial goals, manage employee benefit programs for nearly 23,000 businesses, and support more than 3,600 advisory firms* with innovative investment and technology solutions to grow their businesses.


Our diverse businesses and independence give us insight into the entire market and the stability needed to think and act for the long term as we deliver value to you.

Fidelity

Senior Manager, Community Engagement

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Headquartered in Chicago, Toronto, and London with offices across North America, Europe, Asia and the Middle East, the firm has over $103 billion in assets under management on behalf of institutional investors and registered investment advisors globally. Harrison Street Asset Management ("HSAM") is a leading global alternative investment management firm focused on real estate, infrastructure, and credit strategies across North America and Europe.

Harrison Street

General Full-Time Application

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FULL_TIME

As Data Scientist/Machine Learning Scientist, you will shape the future of how consumers connect with vetted financial advisory firms through our proprietary three-sided marketplace, leveraging data and AI-powered analytics to create meaningful one-to-one matches and improved financial outcomes. Since launching from Cambridge's innovation hub in 2022 with Link Ventures as our lead investor, we've helped over 100,000 Americans with more than $80 billion in potential client assets connect with 13,000 trusted advisors.

Datalign Advisory Inc.

Senior Data Scientist/Machine Learning Scientist

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ResponsibilitiesLeads the growth of funded loans and revenue, while mitigating risks and adhering to regulatory requirementsDevelops, deepens, and sustains relationships with market leadership, Advisors, and clients, while building credibilityCreates a client-centric culture by applying in-depth knowledge of clients, timely renewals, and issue resolution, and providing competitive deal structuring while serving as the key point of contact for credit clientsEducates key partners and Advisors on platform capabilities and risk appetite to increase engagement and penetrationPartners and collaborates with Advisors, Underwriting, Risk, Operations, and Portfolio Management to deliver a seamless client experienceMaintains asset quality within the defined Global Wealth and Investment Management risk appetite limitsServe as the primary CRE credit resource, providing competitive structuring, issue resolution, and a consistent client experience. Job Description:This job is responsible for developing new Commercial Real Estate credit relationships with strategic wealth clients, driving funded loan balances and revenue growth while increasing profitability, managing existing portfolios, and educating Advisors on solutions and risk appetite.

Bank of America Corp

Credit Advisor - Global Wealth & Investment Management

This role is designed for recent graduates or early-career professionals (0–2 years experience) who want to build a long-term career in multifamily investment sales within one of the most active and competitive real estate markets in the country. If you are serious about building a career in multifamily brokerage in Austin — and are willing to put in the work required to succeed in a commission-driven environment — we welcome a conversation.

Mmgrea

Commercial Real Estate - Multifamily Investment Sales Advisor

NOTE: Upper Compensation Range ($115K+) Candidates considered for the upper compensation range must demonstrate hands-on experience developing and optimizing direct-response ad copy, video scripts/VSLs, creative hooks, messaging angles, and conversion-focused funnels. You'll own a portfolio of client accounts end to end - leading client conversations, managing Meta performance, writing direct-response copy and video sales letter scripts, developing testing strategies, and diagnosing where performance can improve across the funnel.

Clients Blackbox

Senior Performance Marketing Manager

You'll own a portfolio of accounts, lead bi-weekly client calls, manage Meta campaigns, monitor results, contribute to ad messaging, and serve as the primary point of contact for your clients. Our clients hire us to deliver qualified appointments at a specific cost per appointment, with target show rates and close rates that make the economics work for their practice.

Demand Generation Manager

Senior Media Buyer

Lead Media Buyer

On the marketing side, you will own and operate our internal Meta advertising campaigns, develop and execute our broader marketing strategy including content, brand positioning, and demand generation, elevate the company brand to attract larger and more established clients, and create or direct the creation of marketing assets such as ads, landing pages, case studies, and social content. On the sales side, you will take all introductory and discovery calls with inbound prospects, run strategy and pitch presentations, manage the full pipeline from first touch to close, handle objections, follow ups, proposals, and contract negotiations, and build and maintain a sales playbook, objection library, and follow up sequences.

Agency Growth Director

Senior Paid Media Manager

The Human Resources Generalist will be responsible for supporting the full range of human resources functions at Voloridge, including employee relations, benefits administration, compliance, and policy implementation. We incorporate advanced data science and mathematics into our systematic, market neutral investment strategies to exploit alpha opportunities we consider unique in financial markets.

Voloridge Investment Management

Human Resources Generalist

RIA Marketing Manager

Senior Paid Acquisition Manager

VP of Growth

General Campus Analyst Application

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Headquartered in Chicago, Toronto, and London with offices across North America, Europe, Asia and the Middle East, the firm has over $108 billion in assets under management on behalf of institutional investors and registered investment advisors globally. Harrison Street Asset Management ("HSAM") is a leading global alternative investment management firm focused on real estate, infrastructure, and credit strategies across North America and Europe.

Associate, Capital Markets

However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy" Responsibilities: Partners with relationship management and product partners to assess clients' credit needs and create solutionsLeads loan structure conversations and negotiates loan documentation with clients and internal/external legal partnersDrives credit and risk approval processes for new credit originations, renewals, increases, and modificationsLeads ongoing monitoring efforts for a portfolio of clients in compliance with regulations, policy and proceduresDrives the growth of funded loans and revenue while mitigating risks, maintaining asset quality and adhering to regulatory requirementsServes as an escalation point for complex credit transactionsMentors and supports associatesCultivate relationships with Merrill advisors to identify credit opportunities, support client outreach and implement SBL loan facilitiesDevelop and execute lending strategy and initiatives, in partnership with Merrill market leadership, to achieve SBL growth objectivesEducates Advisors and key partners on SBL capabilities and risk appetite to increase engagement and penetrationRequired Qualifications: 8+ years of experience in commercial or wealth management lending or providing wealth management solutions in partnership with advisorsEffective collaboration with Merrill leadership and advisors and partners to consistently deliver SBL solutions to wealth management clientsStrong oral and written communicationOrganized and can handle/prioritize ongoing business development across multiple Merrill marketsAbility to work well with underwriting, risk, and other business partnersFINRA 7 and 63 (or 66) licenses (if not currently licensed, must be completed within 120 days of start date).Desired This GWIM Credit Securities Based Lending (SBL) Specialist role is responsible for delivering securities-based lending solutions to wealth management clients in Merrill, and growing loan balances, through effective partnership with Merrill advisors and market leadership within the assigned geographic territory.

Investment Advisor Jobs in the United States

Retirement Plan Counselor - San Francisco Bay Area The Capital Group Companies, Inc.

Managing Director and Head of Brotherhood Retirement Brotherhood Mutual Insurance Company

Senior Manager, Community Engagement Fidelity

General Full-Time Application Harrison Street

Senior Data Scientist/Machine Learning Scientist Datalign Advisory Inc.

Credit Advisor - Global Wealth & Investment Management Bank of America Corp

Commercial Real Estate - Multifamily Investment Sales Advisor Mmgrea

Senior Performance Marketing Manager Clients Blackbox

Demand Generation Manager Clients Blackbox

Senior Media Buyer Clients Blackbox

Lead Media Buyer Clients Blackbox

Agency Growth Director Clients Blackbox

Senior Paid Media Manager Clients Blackbox

Human Resources Generalist Voloridge Investment Management

RIA Marketing Manager Clients Blackbox

Senior Paid Acquisition Manager Clients Blackbox

VP of Growth Clients Blackbox

General Campus Analyst Application Harrison Street

Associate, Capital Markets Harrison Street

Credit Officer II - Registered - Global Wealth & Investment Management - Securities Based Lending Specialist - Los Angeles Bank of America Corp

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