“I can succeed as a Fee Consulting Manager at Capital Group.”
The Capital Group Companies Inc. is one of the world's largest global investment management firms, well known for its research-driven, long-term investment philosophy. The Global Fee Consulting team is a global team responsible for supporting the growth of our business, through the effective management and implementation of fee policy across the full range of investment products offered by the Capital Group.
As a Fee Consulting Manager, you will develop fee policy recommendations, support business cases, and drive continued progress toward the strategic rollout of related fee decisions. You will serve as the subject matter expert on global investment management fees, partnering with internal and external stakeholders, while evaluating opportunities and gaps in pricing, delivering alignment on fee proposals, and implementing change.
Some of the duties include:
Designs and develops hypothetical fee calculations, client responses, and comprehensive marketing materials related to fees.
Creates financial, sensitivity, and risk models to illustrate investment management fee structures and communicate options to all appropriate parties for complex fee related projects, as well as broader initiatives.
Considers all mandates, investment vehicles and investment management fees across all areas of the business in order to recommend potential options and educate sales staff and provide superior service to clients while ensuring positive economic impact.
Identifies differences associated with global/regional business models, considering legal implications and mitigating conflicts and risks. Provides guidance and recommendations to other functional groups.
Performs and directs competitive research in order to benchmark current fee structures to market. Identifies anomalies or trends on a regional or global scale in order to validate or propose changes as necessary.
Works with senior business leaders and various management committees to approve and promote appropriate fee policies/structures in line with the strategic direction of the organization.
“I am the person Capital Group is looking for.”
You’ll possess strong business and industry acumen, and ideally a direct knowledge of investment management industry, including vehicle structures, mandates, fees, third party costs, competitive landscape, reporting and the regulatory environment.
You have a minimum of 7 years of demonstrated analytical work experience ideally within the financial services industry, a consulting firm or large accounting firm.
You have advanced Excel (financial modeling / pivot tables / formulas) experience.
You are strategic, proactive, collaborative and influential, able to build relationships and communicate effectively across a broad range of stakeholders, including internal Capital Group associates and leaders.
You demonstrate ability to analyze large amounts of complex data and supplemental information to consolidate cross-system information, establish trends, create summary materials, share findings, and present conclusions to key stakeholders.
You have a rigorous approach and meticulous attention to deliverables’ detail.
You have strong planning and time management skills, yet flexibility to adapt to changing business needs.
Southern California Base Salary Range: $136,858-$218,973
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 Canada and 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.