Private Wealth Consultant Outsourced Advisory Solutions

Overview

“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 r 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

Founded in 1931, Capital Group is one of the world’s oldest and largest asset management firms with assets under management of $2.7 trillion. Its resources serve as the backbone of Capital Group Private Client Services (PCS), which originated in 1974 as the family office for Capital Group executives. PCS has since grown into a $38B business and its 40+ Private Wealth Advisors (PWAs) advise over 2,000 high net worth individuals and families.

The Outsourced Advisory Solutions (OAS) team is responsible for enabling and enhancing connectivity between PCS and Capital Group’s expansive financial advisor network, leveraging PCS’ trust, resources and experience for the benefit of our partners and their high net worth clients.

The OAS Private Wealth Consultant (PWC) has responsibility for leveraging the CG brand through the wholesaler, national account, and financial intermediary channels to attract and retain assets for PCS. The Private Wealth Consultant will grow OAS sales by partnering with Capital Group’s sales force to help advisors close complex high net worth sales. The PWC will serve as a critical bridge between Capital Group’s family office infrastructure and Capital Group’s Wealth Management and Institutional Retirement business.

“I can succeed as a Private Wealth Consultant, Outsourced Advisory Solutions at Capital Group.”

As a Private Wealth Consultant (PWC), you will lead the OAS sales process in your territory by partnering with the sales force to identify advisors who need help servicing the complex needs of high net worth households and working directly with advisors to close business. You will source new opportunities and you will own the sales process, working in close partnership with the OAS Relationship Managers for onboarding, due diligence, and development of custom solutions.

• You have outstanding professional experience and industry knowledge, including a deep understanding of private wealth and financial advisor needs.
• You have a proven record of success as a leader in sales, with a demonstrated ability to build and nurture relationships with colleagues and external advisors.
• You are credible and influential, possessing strong executive presence and professional maturity.
• You are collaborative, partnering seamlessly with internal and external stakeholders to drive business outcomes.
• You have a minimum of a Bachelor’s degree, with additional designations CIMA,…