Advisor Practice Management Consultant

"I can be myself at work."

You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness-and we're committed to fostering a strong sense of belonging in a respectful workplace.

We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.

"I can influence my income."

You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You'll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses.

"I can lead a full life."

You bring unique goals and interests to your job and your life. Whether you're raising a family, you're passionate about where you volunteer, or you want to explore different career paths, we'll give you the resources that can set you up for success.

• Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options

• Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love

• Access on-demand professional development resources that allow you to hone existing skills and learn new ones

Our Advisor Practice Management team delivers industry-leading learning programs, consulting, and coaching to top advisory teams and partner firms. We strive to be the business partner of choice by helping advisors grow, scale, and strengthen their practices. Leveraging Capital Group's distribution reach and relationships, we bring the proven skills, behaviors, and strategies that drive growth for elite advisory teams.

Guided by our proprietary Pathways to Growth research, we provide tailored learning experiences that help advisors develop and implement critical business-building capabilities at every stage of their careers. Our approach emphasizes practical application, measurable outcomes, and ongoing accountability. Through these engagements, we deepen advisor relationships, create business impact, and strengthen opportunities for partnership with Capital Group.

Advisor Practice Management Consultants (APMCs) engage advisors through keynote presentations, national and regional conferences, interactive workshops, and customized consulting engagements with leading advisory teams. We maintain a strong industry presence through in-person, virtual, and digital experiences that extend Capital Group's practice management expertise to advisors nationwide. Our consulting services are highly sought after for their ability to drive meaningful business growth, leadership, and team transformation.

The APMC role requires leadership, collaboration, adaptability, and creativity. Consultants integrate and customize practice management curriculum across a variety of engagements while partnering with internal stakeholders to develop learning experiences aligned with advisor needs. Credibility is critical, as APMCs advise and coach top financial professionals on topics including client acquisition, leadership, team effectiveness, goals-based investing, retirement planning, AI strategy, and practice growth. Success in this role requires exceptional public speaking, facilitation, consulting, and coaching skills. Approximately 75% of the role is dedicated to workshops and consulting engagements, with roughly one-third conducted in person.

APMCs operate within a highly collaborative, cross-functional environment, partnering closely with Strategic Relationship Managers and sales teams across distribution channels to design and deliver customized practice management programs that drive advisor success.

• Deliver guided learning through coaching and consulting experiences that help financial advisors and teams adopt new behaviors, strengthen business practices, and grow and scale their businesses.
• Lead a variety of engagements, including keynote presentations, workshops, and consulting sessions for top financial advisors, advisor teams, centers of influence (COIs), and home office leadership teams.
• Partner closely with sales professionals across distribution, including Strategic Relationship Managers, Strategic Sales Managers, Wealth Management Consultants, and Retirement Plan Counselors.
• Represent Capital Group as a thought leader, moderator, and facilitator across a wide range of events, including broker-dealer national and regional conferences, Capital Group Advisor Forum programs, webinars, podcasts, and other advisor engagement initiatives.
• Contribute to national and regional sales meetings by delivering practice management insights and expertise.
• Develop and enhance practice management curriculum, consulting tools, learning resources, workshop content, and sales force insights.

• Undergraduate or master's degree required.
• Minimum of 15 years of experience in the financial services industry.
• Experience as a financial advisor, investment management sales professional (wholesaler, retirement plan consultant, national accounts leader), or equivalent role.
• Outstanding communication, presentation, and facilitation skills.
• Demonstrated experience coaching and consulting on practice management topics.
• Collaborative team player who embraces diverse perspectives and is innovative, highly organized, energetic, and results-oriented.
• Strong curriculum design and content development capabilities within practice management disciplines.
• Ability to travel extensively (approximately 400 engagements annually, one-third in person, including roughly 150 overnight stays).
• FINRA Series 7 and 66 licenses, or equivalent, required.

"I can apply in less than 4 minutes."

You've reviewed this job posting and you're ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn't what you're looking for, check out our other opportunities and join our talent community.

"I can learn more about Capital Group."

At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That's why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people's lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor.

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 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.