Enterprise Client Relationship Manager

Capital Group

. Deliver Capital Group’s enterprise value to strategically important global clients .

Posted 10/8/2026full-timeUnited StatesSeniorLead💰 $130,000 - $210,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in relationship management and client engagement strategies, with a strong ability to synthesize information and present insights effectively. Holds relevant financial services experience and certifications, including Series 7 and 66, to drive strategic initiatives and enhance client experiences.

Highest-signal resume keywords

Relationship Management ExperienceSeries 7 CertificationSeries 66 CertificationFinancial Services Industry ExperienceClient Engagement Strategies

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

PowerPoint SkillsExcel SkillsClient Engagement StrategiesBusiness AcumenAnalytical Thinking

Soft Skills

Executive PresenceCollaborationCommunicationIntellectual CuriosityInfluencing Skills

Certifications & Qualifications

Series 7Series 66CFAMBA

Industry Keywords

Financial ServicesGlobal ClientsStrategic LeadershipEnterprise ValueBusiness Objectives

About the role

Key responsibilities & impact

Deliver Capital Group’s enterprise value to strategically important global clients
Enhance firm-wide strategy and provide a superior client experience to select global financial institutions
Represent the global, firm-wide Capital Group relationship and partnership with key global clients
Share Capital Group’s value proposition with key global clients
Work with Senior Relationship Managers and Relationship Manager counterparts to align interests and drive mutually beneficial agendas
Foster top-of-the-house connectivity and identify opportunities to introduce new lines of business
Coordinate high-impact strategic leadership engagements on important industry and business topics
Communicate Capital Group’s firm-wide initiatives and strategy with ERM/GFI counterparts
Create and own enterprise account plans, engagement roadmaps, and relationship organization charts
Partner with North America and Europe/Asia Client Groups on briefing documents, relationship snapshots, and talking points for key GFI meetings
Circulate and action takeaways from executive meetings, workshops, and strategic leadership summits
Marshal resources to guide next steps
Deepen teams’ understanding of clients’ short- and long-term priorities, objectives, and pain points
Empower local teams with global insights

Requirements

What you’ll need

BA or BS degree is required
Must hold a Series 7 and 66
CFA and/or MBA ideally
Minimum of 10 years financial services industry experience
Relationship management experience required
Strong PowerPoint and Excel skills
Strength in synthesizing information and presenting it in a distilled manner in-person, virtually, and in writing
In-depth knowledge of client engagement strategies and tactics
Proven track record of recognizing and communicating business-building insights
Experience working in a fast-paced environment characterized by innovation, collaboration, communication, iteration, and speed
Business acumen and professional maturity, particularly strong executive presence
Ability to initiate, develop, collaborate, and maintain good working relationships
Ability to navigate and influence cross-functional teams to complete business objectives
Intellectual curiosity and analytical thinking in areas of high complexity
Ability to use insight to influence groups and senior associates

Benefits

Comp & perks

Competitive salary
Bonuses, including two annual bonuses, an individual annual performance bonus, and Capital’s annual profitability bonus
Generous time-away and health benefits from day one
Flexible work options
2-for-1 matching gifts for charitable contributions
Opportunity to secure annual grants for charitable organizations
On-demand professional development resources
Company-funded retirement contribution
Retirement plan where Capital contributes 15% of eligible earnings