Relationship Manager - RIA/Bank Trust

Capital Group; Massachusetts; Hybrid; USD 75,000 - 105,000; Full time

Benefits offered by this job

Bonuses

Comprehensive benefits

Retirement plan

Job summary

Capital Group seeks a Relationship Manager – RIA/Bank Trust to drive sales in the RIA channel across Massachusetts, New Hampshire and Connecticut. You will identify firm needs and coordinate efforts to serve them.

You bring a proven track record in third-party distribution, deep knowledge of mutual funds, SMA and ETF products, and strong portfolio-construction skills, with excellent communication and RIA sales experience.

Qualifications

• Proven track record in third-party distribution.
• Deep knowledge of mutual funds, SMA and ETF products.
• Ability to build long-term relationships with RIAs.
• Strong portfolio-construction knowledge.
• Proficient with Excel/PowerPoint/Tableau for client analyses.
• Excellent communicator with significant RIA sales experience.
• Designations such as Series 7/63/66, AIF/AIFA or CFA are a plus.

Responsibilities

• Lead sales initiatives in the RIA channel.
• Identify needs of firms and reps and coordinate cross-functional efforts to address them.
• Manage Capital Client Group presence, relationships and business results with key RIAs.
• Deliver motivational and informative presentations to clients and internal teams.
• Set and measure performance against goals with the Senior Sales Force.

Skills

Third-party distribution

Mutual funds knowledge

Portfolio construction

Relationship building

Excel/PowerPoint/Tableau

Sales experience

RIA sales experience

Education

Series 7

Series 63

Series 66

AIF

AIFA

PPC

CIMA

CFA

Tools

Excel

PowerPoint

Tableau

Job description

## Relationship Manager - RIA/Bank TrustApply: Regional: Full time: Posted Today: JR7512**“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 the Relationship Manager – RIA/Bank Trust 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 be Massachusetts, New Hampshire and Connecticut.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 opportunities 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.*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. 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.*