Responsibilities include:
•Identify key individuals at firms that influence investment manager selection and develop relationships with those individuals
•Uncover the methodologies of investment manager evaluation used by various organizations and identify potential solutions consistent with American Funds philosophies
•Educate clients on the process and philosophies of CRMC
•Position the American Funds as attractive options for recommendation and appropriate components within models and advisory platforms
•Act as an advocate for growth, but also to retain the current assets in place with the American Funds
•Be the primary point of contact for research analysts and effectively utilize the resources of other departments to solve problems
•Identify when opportunities exist and present potential solutions
 
Hiring Criteria 
 Solid understanding of methodologies utilized by research analysts; exposure to statistical analysis
•Relevant sales and marketing experience
•Proactive and service oriented
•Thinks creatively
•Proven relationship building skills
•Self motivated
•Strong verbal and written communications skills including the ability to present to audiences of all sizes
•Ability to work within teams and contribute to the accomplishment of the goals of the team
•CFA preferred
•Series 6 necessary for the role