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: Client Onboarding, Separate Accounts Management, Project Management, Stakeholder Management, Operational Excellence
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: Invoice Processing, PowerPoint, Data Updates, Report Preparation, Coordination
New York, New York, United States · Hybrid
$214k–$342k/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: Fundamental Investment Research, Team Leadership, People Development, Workflow Management, Stakeholder Management
Los Angeles, 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: Payroll Operations, Payroll Tax Law, Cross-Border Taxation, Compliance Management, Payroll Systems Implementation
Los Angeles, California, United States · Hybrid
$159k–$255k/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 Leadership, Team Management, Performance Management, Coaching And Mentoring, Strategic Planning
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: ETF Sales, Asset Management Distribution, Product Strategy, Capital Markets, Market Intelligence
Irvine, 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: Product Management, AI Enablement, Stakeholder Engagement, Team Management, Strategic Thinking
New York, New York, United States · Hybrid
$105k–$169k/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, Financial Planning, Outbound Calling, Client Relationship Management, Territory Coverage
Irvine, California, United States · Hybrid
$202k–$323k/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: Enterprise Architecture, Observability, OpenTelemetry, Distributed Systems, Cloud Architecture
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: RFP Writing, DDQ Preparation, RFI Response, Investment Analysis, Stakeholder Management
Irvine, California, United States · Hybrid
$78k–$153k/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: Corporate Travel Management, Vendor Performance Management, Concur Travel, Data Analysis, Project Management
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: Corporate Governance, Regulatory Compliance, Board Support, Stakeholder Management, Statutory Filings
Irvine, 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: Data Solutions Delivery, Product Management, Data Storytelling, Finance Domain Expertise, Stakeholder 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: FinOps, Cost Allocation Modeling, Cloud Economics, SaaS Cost Management, GenAI Cost Governance
Irvine, 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: Organizational Design, Change Management, Talent Development, Total Rewards, Strategic HR Planning
Scottsdale, Arizona, United States · Hybrid
$121k–$152k/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 services sales, Third party distribution, Mutual fund business, Retirement plan sales, Relationship building
Scottsdale, Arizona, United States · 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: Sales Driving, Financial Advisor Education, Presentation Skills, Mutual Funds Sales, ETF Sales
Scottsdale, Arizona, United States · Hybrid
$121k–$152k/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 Services Sales, Third Party Distribution, Mutual Fund Knowledge, Retirement Plan Sales, Relationship Building
Charlotte, North Carolina, United States · Hybrid
$187k–$318k/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: Detection Engineering, Incident Response, Security Operations Management, SIEM, SOAR
New York, New York, United States · Hybrid
$105k–$169k/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, Relationship Management, Financial Services, Outbound Calling, Portfolio Construction
London, England, United Kingdom • Hybrid
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Lead the full lifecycle execution of client separate account activities, including onboarding, transition, and termination for the Europe and Middle East region. Serve as a primary operational point of contact for clients and drive continuous improvement of team processes and technology.
Requires an experienced professional with demonstrable hands-on knowledge of separate (segregated) accounts. Must possess strong project management skills and the ability to communicate professionally with senior stakeholders and external parties.
“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
Capital Group is a leading global investment management firm that has been improving people's lives through successful investing since 1931.
Capital is seeking an experienced and client-focused professional to join our Global Client Services team. In this role, you will lead the full lifecycle execution of client transition activities, delivering a market-leading client experience. Demonstrable knowledge and hands-on experience of separate (segregated) accounts is essential for this role. As well as partnering extensively with internal teams, you will also interact directly with clients and external parties, leveraging project management best practices and deep industry knowledge to drive operational excellence. You will also play a key role in developing team processes, championing continuous improvement, and serving as a subject matter expert to help cultivate team capability and knowledge.
Lead full lifecycle execution of client separate (segregated) account activities (onboarding, transition and termination) for the Europe and Middle East client base, ensuring that all legal, operational, compliance and transitional requirements are comprehensively identified, tasked and completed and with a high level of client service
Serve as an operational point of contact for clients and external parties, representing the Relationship Management team in meetings relating to onboarding and mandate changes/updates, with a clear, professional and client-friendly communication style (both verbal and written).
Leverage project management best practices to lead cross-functional meetings, manage senior stakeholders, track and complete activity tasks, and proactively identify and mitigate risks
Lead the review of contractual and supplemental agreements with internal and external parties
Lead the development of team processes, procedures, and knowledge; drive operational impact assessments and implementation of new or enhanced technology and processes
Serve as a technical and/or process subject matter expert, proactively sharing best practices, lessons learned, and recommending opportunities for continuous improvement
“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.
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
