Overview
Work History
Education
Skills
Timeline
Generic

Craig Duglin

Pacific Palisades,CA

Overview

26
26
years of professional experience

Work History

Senior Product Manager/Strategic Growth Specialist

Capital Group
Los Angeles
05.2006 - Current
  • Lead the Intermediary-sold product management team and engage with clients and identify business partners to execute our IRSG charter
  • Partner with client segment leadership(primarily IRIIS but across IRCG) to develop programs and initiatives to commercialize existing investment service to drive DCIO growth
  • Regularly monitor our DCIO positioning, conduct periodic current state assessments, identify gaps in our capabilities and work with my cross functional IRIIS client segment leadership peers to make adjustments in strategy or prioritize new investment solutions or services
  • Evolved a foundational DCIO sales training effort into an always on programmatic body of work (DC Focus Funds) that encapsulates our IRIIS DCIO go-to-market strategy
  • Collaborate with cross-functional teams to ensure successful co-manufactured product launches

Client Relationship Manager-Institutional Segment

Capital Group
Los Angeles, CA
02.2011 - 01.2016
  • Managed and expanded a portfolio of institutional investment clients to raise and retain assets for CG
  • Identified new business opportunities through research and analysis of client needs and in coordination with the Consultant RM team
  • In conjunction with a small group of institutional associates we developed the foundation of our target date product positioning narrative

Retirement Plan Counselor

Capital Group
Los Angeles, CA
05.2006 - 01.2011
  • Meaningfully grew the territory (L.A./HI, expanded into all SoCal, AZ, southern NV) where I was responsible for supporting all recordkeeping solution sales and our investment only business
  • Balanced the goals of directly driving RP sales and leading the 3-4 other WM territory sales teams to stay focused on pipeline development and management
  • Grabbed jump balls to support national marketing efforts to develop new content, RP campaigns and national speaking engagements when conference venues fell into my territory, e.g. RPAG national conferences

Retirement Plan Wholesaler/Division Manager

Transamerica Retirement Services
Los Angeles, CA
07.1998 - 05.2006
  • Joining the sales management training program and developed a net new territory
  • After 6 years of successful wholesaling I was asked to lead the Western Division retirement plan sales team
  • Participated in a global executive development program

Education

Bachelor of Science - Speech

Northwestern University
Evanston, IL
06-1998

Skills

  • Strategic thinking
  • Long term business planning
  • Cross-functional stakeholder management
  • Business development and enterprise partner collaboration
  • Product positioning

Timeline

Client Relationship Manager-Institutional Segment

Capital Group
02.2011 - 01.2016

Senior Product Manager/Strategic Growth Specialist

Capital Group
05.2006 - Current

Retirement Plan Counselor

Capital Group
05.2006 - 01.2011

Retirement Plan Wholesaler/Division Manager

Transamerica Retirement Services
07.1998 - 05.2006

Bachelor of Science - Speech

Northwestern University

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Craig Duglin