Los Angeles, California, United States · Hybrid
$179k–$287k/yr
“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—an…
Skills: Wealth Management, Institutional Retirement Business, Portfolio Construction, Pipeline Management, Stakeholder Coordination
Irvine, California, United States · Hybrid
$185k–$315k/yr
“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—an…
Skills: People Leadership, Stakeholder Management, Strategic Planning, Investment Operations, Talent Management
London, England, United Kingdom · Hybrid
“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—an…
Skills: Post-Trade Processing, Derivative Lifecycle Management, OTC Derivatives, Cleared Derivatives, Collateralisation
London, England, United Kingdom · Hybrid
“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—an…
Skills: Collateral Management, OTC Derivatives, Cleared Derivatives, Fixed Income Securities, Margin Management
Irvine, California, United States · Hybrid
$137k–$270k/yr
“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—an…
Skills: Data Governance, Data Quality, Business Analysis, Solution Design, Risk Management
Chicago, Illinois, United States · Hybrid
$167k–$267k/yr
“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—an…
Skills: Team Leadership, Client Relationship Management, Coaching And Mentoring, Performance Management, Sales Strategy
New York, New York, United States · Hybrid
$133k–$214k/yr
“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—an…
Skills: Sales Coaching, Facilitation, Investment Acumen, Executive Presence, AI-Enabled Coaching Tools
Los Angeles, California, United States · Hybrid
$126k–$201k/yr
“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—an…
Skills: Sales Coaching, Facilitation, Investment Acumen, Executive Presence, AI-Enabled Coaching
Shanghai, Shanghai, China · Hybrid
“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—an…
Skills: Equity Research, Industry Strategy, Financial Analysis, Network Development, Primary Research
Irvine, California, United States · Hybrid
$99k–$159k/yr
“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—an…
Skills: Financial Analysis, Strategic Planning, Market Research, Financial Modeling, Advanced Excel
Los Angeles, California, United States · Hybrid
$179k–$287k/yr
“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—an…
Skills: Fixed Income Investment, Product Management, Capital Markets, Asset Management, Content Creation
Irvine, California, United States · Hybrid
$165k–$280k/yr
“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—an…
Skills: Strategic Financial Planning, Executive Storytelling, Financial Stewardship, Budgeting, Forecasting
New York, New York, United States · Hybrid
$174k–$261k/yr
“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—an…
Skills: Estate Planning, Trust Administration, Fiduciary Strategy, Tax Planning, Wealth Management
Irvine, California, United States · Hybrid
$208k–$354k/yr
“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—an…
Skills: Generative AI, Large Language Models, Deep Neural Networks, Agentic AI, RAG
Los Angeles, California, United States · Hybrid
$112k–$179k/yr
“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—an…
Skills: Sales Operations, Data Analysis, Project Management, CRM, Power BI
Singapore, Singapore · Hybrid
“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—an…
Skills: ETF Product Knowledge, Client Relationship Management, Sales Strategy, Presentation Skills, Analytical Skills
Tokyo, Japan · Hybrid
“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—an…
Skills: HR Operations, Benefits Administration, Leave Management, Data Analysis, Reporting
Tokyo, Japan · Hybrid
“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—an…
Skills: Fixed Income Investment, Portfolio Management, Client Relationship Management, Quantitative Research, Qualitative Research
Irvine, California, United States · Hybrid
$67k–$108k/yr
“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—an…
Skills: Retirement Plan Administration, Client Service, Problem Solving, Critical Thinking, Communication
London, England, United Kingdom · Hybrid
“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—an…
Skills: SQL, Python, AWS, Cloud Native Technology, Prompt-Driven AI Development
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Facilitate and promote custom model opportunities to help raise and retain assets for the Wealth Solutions team. Coordinate cross-functional stakeholders to manage the end-to-end advisor experience and drive program growth through client engagements.
Requires FINRA registrations including SIE, Series 7, and Series 63/65 or 66. Candidates should have deep knowledge of wealth management, portfolio construction, and the ability to acquire designations like CIMA, CFA, or CFP.
“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 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 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
"I can succeed as a Custom Models Consultant at Capital Group”
As a member of the Wealth Solutions team, you are responsible for facilitating custom model opportunities to support NACG’s efforts to raise and retain assets. Responsible for promoting the custom models program within Capital Group and also in market with financial advisors and registered investment advisors. Responsible for end-to-end facilitation of custom models opportunities including vetting, stakeholder coordination as part of the pipeline management, and ongoing support.
Primary responsibilities / essential functions:
"I am the person Capital Group is looking for”
Core requirements:
Working conditions:
“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 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor.
Southern California Base Salary Range: $179,273-$286,837
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 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.
Capital Group was established in 1931 in Los Angeles, California, and now has 31 offices around the globe. For over 90 years we've provided carefully researched investment solutions and services to financial professionals. *** We've been made aware of an employment scam fraudulently using Capital Group's name. Please note: Capital Group currently does not offer 100% remote work positions. On average, the interview process can take one to three months to go from resume submission to offer. Financial transactions are never part of the job on boarding process. For your own cyber safety and security, if you suspect fraud, please do not respond to or interact with messages claiming to be from Capital Group. You can also contact [email protected] to verify a job opportunity.*** Capital Client Group, Inc. For important legal information please click the company details website link.
Offices: 333 South Hope Street, Los Angeles, CA 90071, US
Capital Group was established in 1931 in Los Angeles, California, and now has 31 offices around the globe. For over 90 years we've provided carefully researched investment solutions and services to financial professionals. *** We've been made aware of an employment scam fraudulently using Capital Group's name. Please note: Capital Group currently does not offer 100% remote work positions. On average, the interview process can take one to three months to go from resume submission to offer. Financial transactions are never part of the job on boarding process. For your own cyber safety and security, if you suspect fraud, please do not respond to or interact with messages claiming to be from Capital Group. You can also contact [email protected] to verify a job opportunity.*** Capital Client Group, Inc. For important legal information please click the company details website link.
Offices: 333 South Hope Street, Los Angeles, CA 90071, US
