Teams at Capital Group

Build and manage a portable book of high-net-worth and ultra-high-net-worth clients. Develop client, prospect, and referral-source relationships; provide investment results, holistic wealth planning, and exceptional service; and grow business through presentations, networking, and sales. Collaborate with specialists in taxation, estate planning, philanthropy, asset allocation, and investment management to deliver customized wealth solutions.

Build and maintain relationships with financial advisors, conduct complex sales calls, promote investment products, generate leads, and support territory sales plans. The role partners with external wholesalers, manages Salesforce records and pipelines, analyzes territory intelligence, collaborates on campaigns, and stays current on investment markets, competitors, and regulations.

Lead and scale enterprise IAM operations and governance, ensuring identity lifecycle, provisioning, certifications, entitlement accuracy, and privileged access oversight. Drive IAM as Tier 0 services with high availability, automation, and AI/ML-enabled risk detection. Partner with Risk, Audit, HR, and engineering to align controls, remediate findings, and deliver KPIs while building a high-performing IAM leadership team.