Regional Relationship Manager - RIA

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

## Regional Relationship Manager - RIAApplylocations: Los Angelestime type: Full timeposted on: Posted Todayjob requisition id: JR6989**“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**“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.* Southern California Base Salary Range: $111,920 – $179,072**“I can apply in less than 4 minutes.”** You’ve reviewed this job posting and you’re ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn’t what you’re looking for, check out our other opportunities and join our talent community. **“I can learn more about Capital Group.”** At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That’s why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people’s lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor. *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 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.*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. Our shared values ofintegrity, client focus, long-term view, diverse perspectives and community inspire our associates every day. A career at Capital Group means having countless opportunities to explore, grow and succeed.