Private Client Relationship Manager Job – Capital Group | Atlanta, GA

Location: Atlanta, Georgia (with opportunities in New York, NY)
Job Type: Full-Time
Compensation Range: $113,208 – $179,623 annually (based on location and experience)
Employer: Capital Group Companies

Build Your Career as a Private Client Relationship Manager at Capital Group

Capital Group Companies is one of the world’s leading investment management firms, known for delivering strong, consistent results for individuals, institutions, and financial professionals. Our mission is simple yet powerful: improve people’s lives through successful investing.

We are seeking a highly motivated and experienced Private Client Relationship Manager to join our team in Atlanta, GA. This role offers the opportunity to work closely with Private Wealth Advisors (PWA), lead client servicing initiatives, and play a pivotal role in driving sales and business growth in the private wealth sector.

If you are a seasoned professional with strong financial acumen, exceptional relationship-building skills, and a track record of delivering client-first solutions, this is your chance to grow your career at a global leader in investment management.

Why Capital Group?

Capital Group has been trusted by investors for over 90 years. With over $2 trillion in assets under management, we are one of the largest and most respected investment firms globally. Our team-driven approach ensures collaboration, innovation, and client satisfaction at every level.

At Capital Group, we empower our employees to achieve excellence, offering a culture where your contributions matter, and your career can thrive. We back our people with industry-leading resources, competitive compensation, and a 15% retirement plan contribution that reflects our commitment to your long-term success.

The Role: Private Client Relationship Manager

As a Private Client Relationship Manager, you will be responsible for the day-to-day management of a Private Wealth Advisor’s practice. Your primary focus will be on delivering high-quality client service, overseeing practice operations, and advancing growth initiatives in collaboration with the PWA and support staff.

This role requires someone who thrives in a fast-paced, client-centric environment and can balance client relationship management with business planning and operational efficiency.

Key Responsibilities

• Client Service Excellence

  • Deliver top-tier service to existing clients, prospects, and centers of influence (COIs).

  • Establish and maintain a client service plan that aligns with sales and retention goals.

  • Resolve complex client issues with professionalism and efficiency.

• Practice Management

  • Oversee Client Service Associates (CSA) and support staff to ensure seamless practice operations.

  • Define and implement operating norms, communication protocols, and succession planning for the team.

  • Lead regular practice meetings, retreats, and pipeline reviews to track progress and drive outcomes.

• Business Growth

  • Partner with PWAs to co-develop and execute a Business Plan targeting growth in the private wealth market.

  • Identify opportunities to increase share of wallet and strengthen client retention.

  • Collaborate with Marketing to generate and follow up on prospective client opportunities, including digital lead generation.

• Leadership & Collaboration

  • Act as the link between PWAs, CSAs, and internal partners, ensuring alignment of priorities.

  • Foster open communication and team collaboration across all stakeholders.

  • Drive process improvements that enhance efficiency and client satisfaction.

What We’re Looking For

Capital Group is seeking a results-driven professional who combines industry knowledge with strong leadership and client service skills.

Core Requirements:

• Education: Bachelor’s degree required; Graduate degree preferred.

• Licensing: Series 65 required within 9 months of hire.

• Certifications: CFP preferred.

• Experience: Proven success in financial services, wealth management, or private client relationship roles.

• Skills:

  • Strong sales and client service acumen.

  • Ability to manage and resolve complex client issues.

  • Excellent communication, leadership, and organizational skills.

  • Agile and entrepreneurial mindset with the ability to balance multiple projects.

  • Credibility and influence, with deep financial and business acumen.

Compensation & Benefits

At Capital Group, we offer a highly competitive compensation package designed to attract and retain top talent:

• Base Salary Range:

  • Atlanta: $113,208 – $150,943

  • New York: $134,717 – $179,623

• Bonus Opportunities: Annual performance bonus plus profitability bonus.

• Retirement Plan: Capital contributes 15% of eligible earnings toward retirement savings.

• Additional Benefits: Comprehensive health, wellness, and work-life support programs.

Note: Temporary positions in the U.S. and Canada are excluded from certain benefit plans.

Why This Role Is a Great Fit

This is an excellent opportunity for a financial professional who is ready to:

• Build long-term client relationships in private wealth management.

• Gain exposure to strategic business planning and practice management.

• Work with one of the most respected investment firms in the world.

• Develop leadership skills while directly impacting client satisfaction and business growth.

Equal Opportunity Employer

Capital Group is proud to be an Equal Opportunity Employer. We comply with all applicable federal, state, and local employment laws. Employment decisions are based on qualifications, experience, and business needs—without regard to race, color, religion, gender, age, disability, veteran status, sexual orientation, gender identity, or any other protected characteristic.

How to Apply

If you are ready to take the next step in your wealth management career, apply today through the Capital Group Careers Portal. Please include your resume and cover letter highlighting your relevant experience and qualifications for the Private Client Relationship Manager role.