Administrative Assistant, Desjardins — Hybrid in Montréal
Desjardins
Support Desjardins managers with documents, meetings, budgets, and internal operations. This hybrid role in Montréal requires advanced French and intermediate English.
Open
Founded in 1931, Capital Group is a global investment management firm serving millions of investors. The company operates across multiple countries and provides investment solutions designed to support a wide range of client financial goals and needs.
Enterprise Client Relationship Manager - Capital Group, Los Angeles (Onsite)
Lead enterprise relationships with strategically important global financial institutions for Capital Group. Coordinate executive engagement, account planning, client strategy, and opportunities to expand business relationships.
United States
California
New York$130,000 – $210,000 / year
On-siteFull-timeSeniorLeadEnglish RequiredAccount ManagerSalesDescription
- Deliver Capital Group’s enterprise value to strategically important global clients
- Advance firm-wide strategy while providing an exceptional experience to selected global financial institutions
- Represent Capital Group’s global relationship and partnership with key institutional clients
- Communicate Capital Group’s value proposition to priority global clients
- Collaborate with Senior Relationship Managers and peer Relationship Managers to align priorities and advance mutually beneficial agendas
- Strengthen senior-level connectivity and identify opportunities to introduce additional lines of business
- Coordinate high-impact leadership engagements focused on important industry and business topics
- Communicate firm-wide initiatives and strategy to ERM and GFI counterparts
- Develop and manage enterprise account plans, engagement roadmaps, and relationship organization charts
- Partner with North America and Europe/Asia Client Groups on briefing materials, relationship snapshots, and talking points for key GFI meetings
- Capture and drive follow-up actions from executive meetings, workshops, and strategic leadership summits
- Coordinate resources and guide subsequent steps
- Build teams’ understanding of clients’ near- and long-term priorities, objectives, and challenges
- Equip local teams with insights from global client relationships
Requirements
- Bachelor of Arts or Bachelor of Science degree
- Series 7 and Series 66 licenses
- CFA and/or MBA preferred
- At least 10 years of experience in the financial services industry
- Professional experience in relationship management
- Strong proficiency with PowerPoint and Excel
- Ability to synthesize information and present it clearly in person, virtually, and in writing
- Deep knowledge of client engagement strategies and tactics
- Demonstrated ability to identify and communicate insights that support business growth
- Experience succeeding in a fast-paced environment defined by innovation, collaboration, communication, iteration, and speed
- Strong business judgment and professional maturity, including a compelling executive presence
- Ability to initiate, develop, collaborate on, and sustain effective working relationships
- Ability to navigate and influence cross-functional teams to achieve business objectives
- Intellectual curiosity and analytical thinking when addressing highly complex issues
- Ability to apply insight to influence groups and senior associates
Benefits
- Competitive salary
- Two annual bonuses, including an individual performance bonus and Capital’s annual profitability bonus
- Generous time-away and health benefits beginning on day one
- Flexible work options
- Two-for-one matching for charitable contributions
- Eligibility to secure annual grants for charitable organizations
- On-demand professional development resources
- Company-funded retirement contributions
- Retirement plan contributions equal to 15% of eligible earnings
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