Relationship Manager, RIA/Bank Trust – Growth & Impact

Capital Group

Lakewood (CO)

In loco

USD 68.000 - 83.000

Tempo pieno

9 giorni fa

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Vantaggi offerti da questo lavoro

Generous time off

Charitable gifts matching

Professional development resources

Descrizione del lavoro

Capital Group is seeking a Relationship Manager (RIA/Bank Trust) to lead sales initiatives across the RIA channel in the Northeast U.S. You will identify the needs of firms and reps, coordinate efforts to serve those needs, and manage client relationships to drive business results.

The role requires a proven track record in third-party distribution, deep portfolio construction knowledge, and the ability to leverage Excel, PowerPoint and Tableau for compelling analyses and presentations.

Competenze

Proven track record in third-party distribution and the mutual fund, SMA and ETF sales space.
Deep knowledge of portfolio construction and ability to build long-term relationships.
Proficient in Excel, PowerPoint and Tableau for client analyses and presentations.
Excellent communicator with significant sales experience in the registered investment advisor space.
Capable of synthesizing information and presenting it concisely for stakeholders.
One or more of the following designations: Series 7, 63, 66, AIF, AIFA, PPC, CIMA, CFA.

Mansioni

Lead sales initiatives in the RIA channel and coordinate efforts to meet client needs.
Manage Capital Client Group presence, relationships, and business results with key RIA firms.
Deliver motivational and informative presentations and track performance against goals.
Collaborate with Senior Sales Force to identify opportunities for better investor outcomes.