Portfolio Consultant Sr

"I can succeed as a Portfolio Consultant Sr. at Capital Group."

As a Portfolio Consultant Sr., you will be a member of Capital Group's Portfolio Consulting and Analytics team. You will partner with our North American Client Group to provide differentiated insights and portfolio analysis to our clients.

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

• You have 10+ years of investment industry experience with deep knowledge of portfolio construction, investment solutions, financial markets, and wealth management.

• You will lead execution of the Capital Group portfolio construction service across the Southeast, South Central, and Northwest Rocky Mountain divisions.

• You will play a key role in identifying trends and opportunities to develop insights and steer strategic direction for the portfolio construction program at Capital.

• You will consult with financial advisors and registered investment advisors to drive solutions for their portfolio construction efforts and investment practices.

• You have strong analytical and communication skills with ability to personalize for diverse audience.

• You will interact and collaborate with a broad group of business functions and Capital associates to drive projects and initiatives forward.

• You have an advanced accreditation (CIMA, CFA, CFP).

• You hold Series 7 & 66 (or equivalent) licenses.

• You have a Bachelor's degree required. MBA Preferred.

Deadline to apply: 6/30/2025

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 Canada and 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.