SMA Specialist

Date: May 11, 2022

Location: Los Angeles, CA, US, 90071

Company: Capital Group

Req ID: 46601 

Location: Los Angeles, CA 

Other location(s): Irvine (CA) 

Relocation benefits offered: No 

Travel required: a. Up to 25% 


“I can be myself at work.”


You define yourself by more than just a job title, and we want you to feel comfortable bringing your true self to work. We value your talents, your traditions and your take on the world  ̶  everything that makes you unique. We’re working hard to advance diversity, equity and inclusion in our organization and our communities because we know that what makes us different makes us better.


We want you to feel a strong sense of belonging. We value and welcome your experiences, ideas and identity. Over 40 employee resource groups unite our people and help to develop our collective empathy through unfiltered conversations about race, ethnicity, gender, gender identity, sexual orientation, faith, disabilities, mental health and so much more.


“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 be the equivalent of 15% of your annual 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


COVID-19 HIRING: Our recruiting and onboarding activities are virtual during the pandemic and we’ve transitioned to a work-from-home environment until further notice. We are offering generous work-from-home benefits to improve our associate’s ability to work remotely.


“I can succeed as a SMA Specialist.”

As one of our SMA Specialists, you will be responsible for growing sales in Separately Managed Accounts, managing a territory, communicating across distribution from Division leadership to Wealth Management Consultants.  Additionally, the role holder will lead the broader SMA business development program to include design and deployment of business planning within Divisions, opportunity targeting, and sales campaign development aligned to our strategic growth plan for the business.  Finally, this individual will service Advisors on a quarterly basis through quarterly attribution reviews of underlying portfolio characteristics.


I am the right person Capital Group is looking for:

  • You have in-depth investment acumen, knowledge of product construction, rules and regulations, sales and marketing approach, and services offered.
  • You have a passion for client facing responsibilities, including creating preparing presentations and correspondence.
  • Have a proven track record of selling Investment products, with an ideal focus on SMAs
  • You are never too busy for a conversation and strive to make the customer feel valued. Even if there several other items on your desk that day, you focus your attention on clients and what they need.
  • You have the ability to influence groups and/or more senior associates.
  • You enjoy handling detail orientated work with client accounts, including documentation and client notification.
  • You appreciate the sense of accomplishment achieved when you solve a problem using your good judgment.   
  • You have a curious nature and enjoy learning new things.    
  • 10 years prior sales and marketing experience in financial services. 3-5 years direct experience with SMAs.
  • Possess a bachelor’s degree. An advanced degree or designation (e.g. MBA, CIMA, and CFA) is highly preferred.


“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 7,800 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Glassdoor, FairyGodBoss, DiversityJobs and Instagram.


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. 

Nearest Major Market: Los Angeles

Job Segment: Social Media, Business Development, Marketing, Sales