Relationship Management RIA/BT

“I can succeed as an RIA Regional Relationship Manager at Capital Group.”

As an RIA Regional Relationship Manager, you will be responsible for developing and implementing a business plan in support of sales goals and cover a defined territory (specific set of RIA firms) as the sole relationship manager and sales professional. You will create relationships and drive sales to raise and retain assets via virtual and in person interactions with your RIA firms. You will identify the needs of RIA firms and their client’s retirement needs and suggest products and options.

“I am the person Capital Group is looking for.”

• You have experience developing and executing territory management and sales growth business plans to RIA firms.
• You have experience initiating sales interactions with RIA firms via phone, web conference and video conferencing and feel opportunistic about traveling for onsite visits.
• You have strong collaboration and partnership skills while working closely with your territory pod to provide support.
• You demonstrate a strong knowledge of investment selection, institutional analysis, asset allocation, and portfolio construction methodology by applying it to RIA firms.
• Bachelor’s degree and/or CIMA, CFA, or CFP designation strongly preferred.
• The RRM role requires a Series 7 & 66.
• 4+ years of relevant experience strongly preferred.

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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 Canada and 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.