Relationship Manager - RIA/Bank Trust
About The Position
Capital Group is hiring a Relationship Manager to lead sales initiatives in the RIA channel across Massachusetts, New Hampshire, Connecticut, Rhode Island, Maine, and New York, excluding New York City. The role identifies the needs of RIA firms and their representatives and coordinates efforts to serve those needs. The Relationship Manager manages Capital Client Group’s presence, relationships, and business results with key RIA firms, delivers motivational and informative presentations, sets goals, and measures performance. The position collaborates with other Senior Sales Force members to identify opportunities that support better investor outcomes. The role offers a base salary of $75,000 plus applicable sales commissions and bonuses. Compensation may vary based on factors including experience and skills. Additional compensation may include individual annual performance and annual profitability bonuses. Capital contributes 15% of eligible earnings to a retirement plan, subject to plan guidelines, restrictions, and vesting requirements. Standard benefits include paid time off, medical, dental, and retirement benefits. Associates also have access to generous time away and health benefits from day one, flexible work options, matching charitable gifts, annual grants for charitable organizations, and on-demand professional development resources.
Requirements
- Proven track record in third-party distribution.
- Broad knowledge of mutual fund, SMA, and ETF businesses and sales cultures.
- Demonstrated ability to build long-term relationships.
- Proven track record and deep technical knowledge of portfolio construction.
- Ability to use technologies such as Excel, PowerPoint, and Tableau to create custom analysis.
- Excellent communication skills.
- Significant sales experience in the registered investment advisor space.
- Ability to synthesize information and present it in a distilled manner.
- One or more of the following designations: Series 7, 63, 66, AIF, AIFA, PPC, CIMA, or CFA.
Responsibilities
- Lead sales initiatives in the RIA channel.
- Identify the needs of RIA firms and firm representatives and coordinate efforts to serve those needs.
- Manage Capital Client Group’s presence, relationships, and business results with key RIA firms.
- Deliver motivational and informative presentations.
- Set goals and measure performance against them.
- Collaborate with other Senior Sales Force members to identify opportunities for better investor outcomes.
Benefits
- Competitive salary, sales commissions, and bonuses.
- Company-funded retirement contribution, including a retirement plan contribution of 15% of eligible earnings, subject to plan guidelines, restrictions, and vesting requirements.
- Paid time off and generous time away.
- Medical and dental benefits.
- Flexible work options.
- Two-for-one matching gifts for charitable contributions.
- Opportunity to secure annual grants for charitable organizations.
- On-demand professional development resources.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
