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Private Client Relationship Manager

353 CGPCS CG Private Client Svc

Chicago, IL

Capital Group is looking for a Private Client Relationship Manager to oversee the day‑to‑day management of the advisor’s practice, ensuring execution of sales and service goals while driving client satisfaction. Responsibilities Deliver imperceptible service to clients, prospects, and centers of influence; ensure the service plan is established and achieved. Focus on growing share of wallet for existing clients and retaining them. Establish team’s efficient and consistent operating norms, commitments, role clarity, communication protocols, organizational methods, and succession/contingency planning. Identify and drive opportunities for process improvement. Design and execute the value proposition for the practice, including the ideal client and target market. Co‑build and implement an actionable business plan to drive growth in the target market with Private Wealth Advisors (PWA); leverage data to track and report on the team’s progress toward sales and service goals and KPIs. Partner with Marketing to uncover prospective client opportunities and follow‑up with leads (e.g., digital lead generation). Review practice metrics to measure efficiency and sales success. Proactively manage client relationship including existing clients, prospects and COIs; resolve complex client issues. Build rapport with internal and external contacts; anticipate, execute, and prioritize activities from prospects, COIs, and clients. Manage regular practice meetings, including business‑planning retreats and pipeline management. Act as the liaison between PWA, CSA and partners, ensuring open communication and aligned priorities. Facilitate exercises that deepen trust and synergy across the team in partnership with the PWAs. Drive efficient execution of tasks across the organization. Prepare and deliver local Wealth Strategy Analyses and asset‑allocation recommendations to PWA, clients and prospects. Participate in or lead projects related to practice priorities. Supervise the practice’s CSAs on a dotted‑line basis; provide telephone and email coverage. Skills & Qualifications Initiative to anticipate client needs and identify sales opportunities. Ability to plan processes and work for a team to meet deadlines; anticipate implications of decisions and downstream impact. Strong collaboration skills; develop and maintain relationships inside and outside the organization. Excellent judgment in resolving matters of high complexity. Professional service orientation and self‑confident interactions with financial and business acumen. Influence of groups and senior associates; learn‑agility and intellectual curiosity in complex, ambiguous, diverse matters. Understanding of privacy and confidentiality obligations; maintain knowledge of related controls. Leadership and facilitation of meetings and projects. In‑depth knowledge of financial services, including current and future trends, mandates, prop policies, and prop mandatory mandates. Mandated mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand mand 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