Regional Relationship Manager RIA/BT
Posted on: 23 Jan 2025
Indianapolis, IN
Job Description
“I can succeed as an RIA Regional Relationship Manager at Capital Group.”
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.
“I am the person Capital Group is looking for.”
You have experience developing and executing territory management and sales growth business plans to RIA firms.
You have experience initiating sales interactions with RIA firms via phone, web conference and video conferencing and feel opportunistic about traveling for onsite visits.
You have strong collaboration and partnership skills while working closely with your territory pod to provide support.
You demonstrate a strong knowledge of investment selection, institutional analysis, asset allocation, and portfolio construction methodology by applying it to RIA firms.
Bachelor’s degree and/or CIMA, CFA, or CFP designation strongly preferred.
The RRM role requires a Series 7 & 66.
4+ years of relevant experience strongly preferred.
Capital Group
Los Angeles, CA
Company Overview:
Founded in 1931, Capital Group is one of the world’s largest and most trusted investment management companies and home to the American Funds. We manage more than US$1.7 trillion in assets, and our 7,500 associates make our clients their first priority every day. When we do our job right, millions of investors around the world fulfill their dreams and financial goals, from home ownership and higher education, to a comfortable retirement. Our long-term investment results and outstanding service set us apart from our competitors, while our workplace sets us apart from other employers.
OUR CORE BELIEFS
We believe a financial goal is more than a number to your clients. It may represent a new home, a small business, a comfortable retirement or a college education. To help your clients go from dreaming to doing, we have four core beliefs that are central to their investing success.
-
IndustryBanking/Financial Services
-
No. of Employees7,500+
-
Website
-
Jobs Posted222
