The Capital Group Companies, Inc

Regional Relationship Manager - RIA

The Capital Group Companies, Inc$111K — $179K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years in territory management and sales growth for RIA firms
  • Proficiency in initiating sales interactions through various digital mediums
  • Strong collaboration skills for working with territory teams
  • Deep understanding of investment strategies and portfolio construction
  • Bachelor's degree required; CIMA, CFA, or CFP preferred
  • Must hold Series 7 & 66 licenses
  • Minimum of 4 years relevant experience preferred.

Responsibilities

  • Develop and execute a tailored business plan to achieve sales objectives.
  • Establish and strengthen relationships with RIA firms to drive sales.
  • Identify and understand retirement needs of RIA firms and their clients.
  • Suggest suitable investment products and options based on firm needs.
  • Engage with clients through both virtual and in-person meetings.
  • Collaborate with territory teams to enhance client support and service.
  • Analyze financial data to offer tailored solutions to RIA firms.

Benefits

  • Highly competitive base salary with performance bonuses
  • Retirement plan with 15% contribution of eligible earnings
  • Opportunity for annual individual and company profitability bonuses
  • Comprehensive benefits package (details on capital's website)
Full Job Description
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. - Southern California Base Salary Range: $111,920 - $179,072 In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings. You can learn more about our compensation and benefits here. * Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans.

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