Relationship Manager - RIA/Bank Trust | Flexible Work & Benefits

Capital Group; Scottsdale (AZ); Vor Ort; USD 68.000 - 83.000; Vollzeit

Benefits dieser Stelle

Generous time off and health benefits

2-for-1 matching gifts and annual char

On-demand professional development

Zusammenfassung

Capital Group seeks a Relationship Manager – RIA/Bank Trust to lead sales in the RIA channel across MA, NH, and CT. You will identify client needs and coordinate efforts to support Capital Client Group relationships, delivering persuasive presentations and collaborating with others to strengthen investor outcomes.

You are experienced in third-party distribution and have deep knowledge of mutual funds, SMA and ETF products, with proven relationship-building skills and portfolio construction

Qualifikationen

• Proven track record in third-party distribution.
• Broad knowledge of mutual funds, SMA and ETF business and sales cultures.
• Demonstrated ability to build long-term relationships.
• Deep technical knowledge of portfolio construction.
• Able to leverage Excel, PowerPoint, Tableau for custom analysis.
• Excellent communicator with sales experience in the RIA space.

Aufgaben

• Lead sales initiatives in the RIA channel.
• Identify firm and firm representatives’ needs and coordinate efforts to serve those needs.
• Manage Capital Client Group presence, relationships, and business results with key RIA firms.
• Deliver motivational and informative presentations.
• Collaborate with Senior Sales Force members to identify opportunities for better investor outcomes.

Kenntnisse

Third-party distribution

Mutual funds

SMA

ETF

Portfolio construction

Excel

PowerPoint

Tableau

Excellent communication

RIA sales experience

Tools

Series 7

Series 63

Series 66

AIF

AIFA

PPC

CIMA

CFA

Jobbeschreibung

Capital Group seeks a Relationship Manager – RIA/Bank Trust to lead sales in the RIA channel across MA, NH, and CT. You will identify client needs and coordinate efforts to support Capital Client Group relationships, delivering persuasive presentations and collaborating with others to strengthen investor outcomes.

You are experienced in third-party distribution and have deep knowledge of mutual funds, SMA and ETF products, with proven relationship-building skills and portfolio construction