Full-Time

Relationship Manager

Ria/BT

Confirmed live in the last 24 hours

Capital Group

Capital Group

5,001-10,000 employees

Manages equity and fixed income assets

Fintech
Financial Services

Senior, Expert

Pennsylvania, USA + 5 more

More locations: Delaware, USA | Washington, DC, USA | Virginia, USA | Maryland, USA | North Carolina, USA

Territory covers Delaware, Maryland, North Carolina, Pennsylvania, Virginia, and Washington, D.C.

Category
Strategic Account Management
Sales & Account Management
Required Skills
Sales
Tableau
PowerPoint/Keynote/Slides
Requirements
  • proven track record in third-party distribution
  • broad knowledge of the mutual fund, SMA and ETF business and sales cultures
  • demonstrated ability to build long-term relationships
  • deep technical knowledge of portfolio construction
  • ability to leverage technologies to create custom analysis (Excel, PowerPoint, Tableau, etc.)
  • excellent communicator
  • significant sales experience in the registered investment advisor space
  • well-versed in synthesizing information and presenting it in a distilled manner
  • one or more of the following designations: Series 7, 63, 66, AIF, AIFA, PPC, CIMA, and CFA
Responsibilities
  • lead sales initiatives in the RIA channel
  • identify firm and firm representatives needs
  • coordinate efforts to serve those needs
  • manage American Funds Distributions presence, relationships, and business results with key RIA firms
  • deliver motivational and informative presentations
  • set goals and measure performance against them
  • collaborate with other Senior Sales Force members to identify opportunity for better investor outcomes

Capital Group focuses on managing investments for long-term growth, primarily through its American Funds® brand. The company utilizes high-conviction portfolios, which means they invest in a select number of securities that they believe will perform well, backed by thorough research and analysis. This approach allows them to make informed investment decisions and hold themselves accountable for the results. With over $2 trillion in assets under management, Capital Group serves millions of individual and institutional investors across the globe. Unlike many competitors, Capital Group emphasizes a long-term investment strategy and personal accountability among its associates. The company's goal is to enhance the financial well-being of its clients through successful investing.

Company Stage

N/A

Total Funding

$703.7M

Headquarters

Beijing, China

Founded

N/A

Simplify Jobs

Simplify's Take

What believers are saying

  • Capital Group's partnership with KKR expands hybrid public-private investment solutions.
  • Recognition as Best Fixed Income Asset Manager boosts Capital Group's industry reputation.
  • Stella Xu's appointment strengthens Capital Group's focus on Greater China.

What critics are saying

  • Employee turnover, like Greggory Cowan's departure, may disrupt client relationships.
  • Employment scams using Capital Group's name could harm its reputation.
  • Interval funds' popularity may pose risks if market conditions change.

What makes Capital Group unique

  • Capital Group has a 90-year history of successful long-term investing.
  • The firm manages over $2 trillion in equity and fixed income assets.
  • Capital Group's global presence includes offices in Europe, Asia, Australia, and the Americas.

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