Strategic Relationship Manager – RIA/Bank Trust (Flexible)

The Capital Group; Kunia Camp (HI); On-site; USD 68,000 - 83,000; Full time

Benefits offered by this job

Generous time-off & health benefits

Flexible work options

Charitable giving program (matching)

Annual grants for loved organizations

On-demand professional development

Job summary

The Capital Group is seeking a Relationship Manager for the RIA/Bank Trust channel. You will lead sales initiatives, coordinate with firm representatives, and drive results across a broad territory that includes MA, NH, CT, RI, ME and NY (excluding NYC).

You will manage client relationships, deliver persuasive presentations, and work with Senior Sales Force to uncover opportunities for better investor outcomes.

Qualifications

• Proven track record in third-party distribution.
• Deep knowledge of mutual funds, SMA and ETF.
• Ability to build long-term relationships.
• Strong Excel/PowerPoint/Tableau skills.
• Proficient communication and sales in the RIA space.
• One or more designations: Series 7/63/66/AIF/AIFA/PPC/CIMA/CFA.

Responsibilities

• Lead sales initiatives in the RIA channel and coordinate efforts to serve needs.
• Identify opportunities with firm representatives and drive results.
• Manage Capital Client Group presence and relationships across assigned territories.
• Deliver engaging presentations and measure performance against goals.

Skills

3rd-party distribution

Portfolio construction

Sales leadership

Communication

Strategic analysis

Tools

Excel

PowerPoint

Tableau

Job description

The Capital Group is seeking a Relationship Manager for the RIA/Bank Trust channel. You will lead sales initiatives, coordinate with firm representatives, and drive results across a broad territory that includes MA, NH, CT, RI, ME and NY (excluding NYC).

You will manage client relationships, deliver persuasive presentations, and work with Senior Sales Force to uncover opportunities for better investor outcomes.