Relationship Manager, RIA/Bank Trust - Growth & Impact

Capital-Group-1; Connecticut; On-site; MXN 1,385,000 - 2,216,000; Full time

Benefits offered by this job

Performance bonus

Retirement plan with 15% company match

Healthcare benefits

Paid time off

Job summary

Capital Group seeks a Relationship Manager – RIA/Bank Trust to lead sales in the RIA channel across MA, NH and CT. You will coordinate efforts with Capital Client Group, nurture firm relationships, and drive business results through compelling presentations.

Ideal candidates bring a proven sales background in the registered investment advisor space, deep portfolio-constructing knowledge, and the ability to synthesize information for clients.

Qualifications

• Proven track record in third-party distribution and sales.
• Broad knowledge of mutual funds, SMA and ETF businesses.
• Strong ability to build long-term advisor relationships.
• Deep technical knowledge of portfolio construction.
• Skilled in creating custom analysis using Excel/PowerPoint/Tableau.

Responsibilities

• Lead sales initiatives in the RIA channel for MA/ NH/ CT territory.
• Manage Capital Client Group presence, relationships and results with key RIA firms.
• Deliver motivational and informative presentations to clients and reps.
• Collaborate with Senior Sales Force to identify opportunities for better outcomes.

Skills

Sales experience

Communication skills

Presentation skills

Client relationship management

Education

Series 7, 63, 66, AIF, AIFA, PPC, CIMA, CFA

Tools

Excel

PowerPoint

Tableau

Job description

Capital Group seeks a Relationship Manager – RIA/Bank Trust to lead sales in the RIA channel across MA, NH and CT. You will coordinate efforts with Capital Client Group, nurture firm relationships, and drive business results through compelling presentations.

Ideal candidates bring a proven sales background in the registered investment advisor space, deep portfolio-constructing knowledge, and the ability to synthesize information for clients.