Strategic Relationship Manager, RIA & Bank Trust

Capital Group; Massachusetts, United States, Northern America, Americas; Hybrid; USD 75,000 - 105,000; Full time

Benefits offered by this job

Bonuses

Comprehensive benefits

Retirement plan

Job summary

Capital Group seeks a Relationship Manager – RIA/Bank Trust to drive sales in the RIA channel across Massachusetts, New Hampshire and Connecticut. You will identify firm needs and coordinate efforts to serve them.

You bring a proven track record in third-party distribution, deep knowledge of mutual funds, SMA and ETF products, and strong portfolio-construction skills, with excellent communication and RIA sales experience.

Qualifications

• Proven track record in third-party distribution.
• Deep knowledge of mutual funds, SMA and ETF products.
• Ability to build long-term relationships with RIAs.
• Strong portfolio-construction knowledge.
• Proficient with Excel/PowerPoint/Tableau for client analyses.
• Excellent communicator with significant RIA sales experience.
• Designations such as Series 7/63/66, AIF/AIFA or CFA are a plus.

Responsibilities

• Lead sales initiatives in the RIA channel.
• Identify needs of firms and reps and coordinate cross-functional efforts to address them.
• Manage Capital Client Group presence, relationships and business results with key RIAs.
• Deliver motivational and informative presentations to clients and internal teams.
• Set and measure performance against goals with the Senior Sales Force.

Skills

Third-party distribution

Mutual funds knowledge

Portfolio construction

Relationship building

Excel/PowerPoint/Tableau

Sales experience

RIA sales experience

Education

Series 7

Series 63

Series 66

AIF

AIFA

PPC

CIMA

CFA

Tools

Excel

PowerPoint

Tableau

Job description

Capital Group seeks a Relationship Manager – RIA/Bank Trust to drive sales in the RIA channel across Massachusetts, New Hampshire and Connecticut. You will identify firm needs and coordinate efforts to serve them.

You bring a proven track record in third-party distribution, deep knowledge of mutual funds, SMA and ETF products, and strong portfolio-construction skills, with excellent communication and RIA sales experience.