Regional Relationship Manager - RIA

Capital Group•Los Angeles, CA

4d•Hybrid

About The Position

As an RIA Regional Relationship Manager, you will be responsible for developing and implementing a business plan in support of sales goals and cover a defined territory (specific set of RIA firms) as the sole relationship manager and sales professional. You will create relationships and drive sales to raise and retain assets via virtual and in person interactions with your RIA firms. You will identify the needs of RIA firms and their client’s retirement needs and suggest products and options.

Requirements

Experience developing and executing territory management and sales growth business plans to RIA firms
Experience initiating sales interactions with RIA firms via phone, web conference and video conferencing
Strong collaboration and partnership skills while working closely with your territory pod to provide support
Strong knowledge of investment selection, institutional analysis, asset allocation, and portfolio construction methodology by applying it to RIA firms
Series 7 & 66
4+ years of relevant experience strongly preferred

Nice To Haves

Bachelor’s degree
CIMA, CFA, or CFP designation strongly preferred
Opportunistic about traveling for onsite visits

Responsibilities

Developing and implementing a business plan in support of sales goals
Covering a defined territory (specific set of RIA firms) as the sole relationship manager and sales professional
Creating relationships and driving sales to raise and retain assets via virtual and in person interactions with RIA firms
Identifying the needs of RIA firms and their clients' retirement needs
Suggesting products and options