Regional Relationship Manager — Flexible Growth with RIAs

Capital Group; Los Angeles (CA); On-site; USD 111,920 - 179,072; Full time

Job summary

Capital Group in Los Angeles is seeking a Regional Relationship Manager for RIA firms. You will develop and execute territory plans to drive sales, raise assets, and build enduring client relationships through virtual and in‑person meetings.

The role requires 4+ years of relevant experience, a Series 7 & 66, and a bachelor’s degree with CFA/CIMA/CFP designation strongly preferred. Knowledge of investment selection, asset allocation, and portfolio construction helps you partner with RIAs to meet

Qualifications

• Bachelor’s degree and/or professional designation preferred.
• Series 7 & 66 required.
• 4+ years of relevant experience preferred.
• Strong knowledge of investment selection, institutional analysis, asset allocation, and portfolio construction.

Responsibilities

• Develop and execute territory plans to achieve sales goals and asset growth for RIA firms.
• Initiate sales interactions with RIAs via phone, web conference, and in-person visits; travel as needed.
• Collaborate with territory pod to provide support and drive partnerships.
• Apply investment expertise to tailor solutions for RIAs and their clients.

Skills

Territory management

Sales outreach

Relationship building

Collaboration & teamwork

Education

Bachelor’s degree

CIMA/CFA/CFP designation preferred

Job description

Capital Group in Los Angeles is seeking a Regional Relationship Manager for RIA firms. You will develop and execute territory plans to drive sales, raise assets, and build enduring client relationships through virtual and in‑person meetings.

The role requires 4+ years of relevant experience, a Series 7 & 66, and a bachelor’s degree with CFA/CIMA/CFP designation strongly preferred. Knowledge of investment selection, asset allocation, and portfolio construction helps you partner with RIAs to meet