Relationship Manager, RIA & Bank Trust (MA/NH/CT)

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

Benefits offered by this job

Performance bonus

Profitability bonus

Retirement plan 15% company contrib.

Paid time off

Health benefits

Job summary

Capital Group is seeking a Relationship Manager for the RIA/Bank Trust channel in the United States. You will lead sales initiatives, identify the needs of firm representatives, and coordinate cross-functional efforts to serve those needs.

Your territory includes Massachusetts, New Hampshire, and Connecticut, where you will manage relationships and drive business results. You bring a proven background in third-party distribution, deep mutual fund knowledge, and strong portfolio- construction and

Qualifications

• Proven track record in third-party distribution and advisor relations.
• Deep knowledge of mutual funds, SMA, ETF businesses.
• Strong portfolio construction insights and communication skills.

Responsibilities

• Lead sales initiatives in the RIA channel and identify needs.
• Coordinate efforts to serve RIA firm representatives and clients.
• Manage Capital Client Group presence, relationships, and results for assigned territory.

Skills

Third-party distribution

Mutual funds knowledge

SMA/ETF knowledge

Sales presentations

Excel/PowerPoint/Tableau

Education

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

Tools

Excel

PowerPoint

Tableau

Job description

Capital Group is seeking a Relationship Manager for the RIA/Bank Trust channel in the United States. You will lead sales initiatives, identify the needs of firm representatives, and coordinate cross-functional efforts to serve those needs.

Your territory includes Massachusetts, New Hampshire, and Connecticut, where you will manage relationships and drive business results. You bring a proven background in third-party distribution, deep mutual fund knowledge, and strong portfolio- construction and