Relationship Manager - RIA

124 CCG CCG; United States; On-site; USD 75,000 - 105,000; Full time

Benefits offered by this job

Competitive base salary plus bonuses

Company-funded retirement contribution

Generous paid time off & health plans

Professional development resources

Charitable matching gifts program

Job summary

Capital Group is seeking a Relationship Manager – RIA/BT in San Francisco to lead sales initiatives in the RIA channel. You will identify representative needs, coordinate efforts to serve them, and manage relationships with key RIAs to drive business results.

The candidate excels in portfolio construction, has broad mutual fund/ETF knowledge, and communicates effectively with senior stakeholders. Relevant certifications strengthen candidacy.

Qualifications

• Proven track record in third-party distribution and building long-term relationships.
• Broad knowledge of mutual fund, SMA and ETF businesses and sales cultures.
• Ability to leverage technologies to create custom analysis (Excel, PowerPoint, Tableau).
• Excellent communicator with sales experience in the registered investment advisor space.

Responsibilities

• Lead sales initiatives in the RIA channel and coordinate with firm representatives.
• Identify client needs and deliver presentations to drive investor outcomes.
• Manage Capital Group presence, relationships, and business results with key RIAs.

Skills

Relationship management

Sales in RIA channel

Portfolio construction

Excel

PowerPoint

Tableau

Communication skills

Education

Series 7

Series 63

Series 66

AIF

AIFA

PPC

CIMA

CFA

Tools

Excel

PowerPoint

Tableau

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.

“I can succeed as a Relationship Manager – RIA/BT at Capital Group.” As one of our Relationship Managers, you’ll lead sales initiatives in the RIA channel, identifying firm and firm representatives’ needs and coordinate efforts to serve those needs. Your territory will sit in San Francisco. You’ll manage Capital Client Group presence, relationships, and business results with key RIA firms. You excel at delivering motivational and informative presentations. You’re motivated by setting goals and measuring your performance against them. You are a well-rounded collaborator and work skillfully with other Senior Sales Force members to identify opportunity for better investor outcomes.

“I am the person Capital Group is looking for.” You have a proven track record in third-party distribution, a broad knowledge of the mutual fund, SMA and ETF business and sales cultures, and the demonstrated ability to build long-term relationships. You have a proven track record and a deep technical knowledge of portfolio construction. You know how to leverage technologies to create custom analysis (Excel, PowerPoint, Tableau, etc.). You are an excellent communicator and have significant sales experience in the registered investment advisor space. You’re well-versed in synthesizing information and presenting it in a distilled manner. You have one or more of the following designations: Series 7, 63, 66, AIF, AIFA, PPC, CIMA, and CFA.

Benefits and Compensation

• You’ll receive a competitive salary, bonuses and benefits.
• Your company-funded retirement contribution will factor in salary and variable pay, including bonuses.
• 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.
• 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.
• Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance.
• In addition, employees are eligible for standard benefits package including paid time off, medical, dental and retirement.

Capital Group is required by state specific laws to include the salary for this role when hiring a resident in applicable locations.

The base salary for this role is $75,000 + applicable sales commissions and bonuses.

Specific pricing for the role may vary within the above range based on many factors including, candidate experience, and skills.

Roles may also be eligible for additional compensation and/or benefits.

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 is 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.

Learn more about compensation & retirement Learn more about our benefits Learn more about our hybrid schedule Learn more about our culture and core values Learn more about our commitment to responsible AI and how it shapes your candidate experience.

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.