Relationship Manager, RIA/Bank Trust — Growth & Client Impact

Capgroup; United States; On-site; USD 68,000 - 83,000; Full time

Benefits offered by this job

Discretionary annual incentive program

Paid time off (PTO)

Medical, dental and retirementBenefits

Job summary

Capital Group in the United States seeks a Relationship Manager - RIA/Bank Trust to lead sales initiatives in the RIA channel, coordinating efforts to meet the needs of firm representatives. Your territory covers Massachusetts, New Hampshire, Connecticut, Rhode Island, Maine and New York (not NYC).

You will manage Capital Client Group presence, nurture key firm relationships, and deliver motivational presentations to drive outcomes.

Qualifications

• 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.

Responsibilities

• Lead sales initiatives in the RIA channel and coordinate efforts to serve firm needs.
• Manage Capital Client Group presence, relationships, and business results with key RIA firms.
• Deliver motivational and informative presentations to stakeholders.
• Measure performance against goals and collaborate with Senior Sales Force members to identify opportunities.

Skills

Sales experience

Portfolio construction knowledge

Communication skills

Relationship management

Tools

Excel

PowerPoint

Tableau

Job description

Capital Group in the United States seeks a Relationship Manager - RIA/Bank Trust to lead sales initiatives in the RIA channel, coordinating efforts to meet the needs of firm representatives. Your territory covers Massachusetts, New Hampshire, Connecticut, Rhode Island, Maine and New York (not NYC).

You will manage Capital Client Group presence, nurture key firm relationships, and deliver motivational presentations to drive outcomes.