Regional Relationship Manager - RIA

124 CCG CCG; Los Angeles (CA); Hybrid; USD 111,920 - 179,072; Full time

Benefits offered by this job

Generous time‑away

Health benefits

Flexible work options

2‑for‑1 charitable gifts

Annual grants for nonprofits

On‑demand professional development

Job summary

Capital Group in Southern California is seeking an RIA Regional Relationship Manager to develop and implement a business plan, cover a defined territory, and act as the sole relationship manager and sales professional for RIA firms. You will create relationships and drive sales to raise and retain assets through virtual and in-person interactions.

The role requires 4+ years of relevant experience, Series 7 & 66 licenses, a Bachelor’s degree or professional designations, and willingness to

Qualifications

• Experience developing and executing territory management and sales growth business plans to RIA firms.
• Experience initiating sales interactions with RIA firms via phone, web conference, and video conferencing, and travel for onsite visits.
• Strong collaboration and partnership skills while working closely with your territory pod to provide support.
• Demonstrate 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.
• Series 7 & 66 license required.
• 4+ years of relevant experience strongly preferred.

Responsibilities

• Develop and implement 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.
• Create relationships and drive sales to raise and retain assets via virtual and in-person interactions with your RIA firms.
• Identify the needs of RIA firms and their client’s retirement needs and suggest products and options.

Skills

Territory management

Sales growth

Phone sales

Travel willingness

Collaboration

Investment knowledge

Portfolio construction

Relationship building

Education

Bachelor's degree

CIMA CFA CFP designation

Job description

“I can be myself at work.” You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workplace. We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.

“I can influence my income.” You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You’ll receive a competitive salary, bonuses and benefits. Your company‑funded retirement contribution will factor in salary and variable pay, including bonuses.

“I can lead a full life.” You bring unique goals and interests to your job and your life. Whether you’re raising a family, you’re passionate about where you volunteer, or you want to explore different career paths, we’ll give you the resources that can set you up for success. Enjoy generous time‑away and health benefits from day one, with the opportunity for flexible work options. Receive 2‑for‑1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love. Access on‑demand professional development resources that allow you to hone existing skills and learn new ones.

About the Role

“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.

Key Responsibilities

• Develop and implement 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.
• Create relationships and drive sales to raise and retain assets via virtual and in‑person interactions with your RIA firms.
• Identify the needs of RIA firms and their client’s retirement needs and suggest products and options.

Qualifications and Experience

• Experience developing and executing territory management and sales growth business plans to RIA firms.
• Experience initiating sales interactions with RIA firms via phone, web conference, and video conferencing, and feel opportunistic about traveling for onsite visits.
• Strong collaboration and partnership skills while working closely with your territory pod to provide support.
• Demonstrate 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.
• Series 7 & 66 license required.
• 4+ years of relevant experience strongly preferred.

Base Salary and Compensation

Southern California Base Salary Range: $111,920 – $179,072

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.

Benefits

• Generous time‑away and health benefits from day one.
• Flexible work options.
• 2‑for‑1 matching gifts for your charitable contributions.
• Opportunity to secure annual grants for the organizations you love.
• On‑demand professional development resources.
• Retirement plan contributions.

Location & Work Arrangement

Southern California

• Hybrid schedule available.

Diversity & Inclusion

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.

About Capital Group

Capital Group is one of the largest and most trusted financial companies in the world, with the goal of improving people's lives through successful investing. Through nine decades, our goal has been to improve people’s lives through successful investing. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. A career at Capital Group means having countless opportunities to explore, grow and succeed.