Relationship Manager - RIA

Capital Group•San Francisco, CA

9d•Remote

About The Position

As one of our Relationship Managers, you’ll lead sales initiatives in the RIA channel, identifying firm and firm representatives’ needs and coordinate efforts to serve those needs. Your territory will sit in San Francisco. You’ll manage Capital Client Group presence, relationships, and business results with key RIA firms. You excel at delivering motivational and informative presentations. You’re motivated by setting goals and measuring your performance against them. You are a well-rounded collaborator and work skillfully with other Senior Sales Force members to identify opportunity for better investor outcomes.

Requirements

Proven track record in third-party distribution.
Broad knowledge of the mutual fund, SMA and ETF business and sales cultures.
Demonstrated ability to build long-term relationships.
Proven track record and deep technical knowledge of portfolio construction.
Ability to leverage technologies to create custom analysis (Excel, PowerPoint, Tableau, etc.).
Excellent communication skills.
Significant sales experience in the registered investment advisor space.
Well-versed in synthesizing information and presenting it in a distilled manner.
One or more of the following designations: Series 7, 63, 66, AIF, AIFA, PPC, CIMA, and CFA.

Responsibilities

Lead sales initiatives in the RIA channel.
Identify firm and firm representatives’ needs and coordinate efforts to serve those needs.
Manage Capital Client Group presence, relationships, and business results with key RIA firms.
Deliver motivational and informative presentations.
Set goals and measure performance against them.
Collaborate skillfully with other Senior Sales Force members to identify opportunities for better investor outcomes.

Benefits

Competitive salary
Bonuses
Health benefits from day one
Generous time-away
Flexible work options
2-for-1 matching gifts for charitable contributions
Annual grants for charitable organizations
On-demand professional development resources
Company-funded retirement contribution (15% of eligible earnings)
Standard benefits package including paid time off, medical, dental and retirement.