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Regional Relationship Mgr - RIA/BT

Learn more about Capital Group
Capital Group

Capital Group

Regional Relationship Mgr - RIA/BT

Indianapolis, IN
Full Time
Paid
  • Responsibilities

    "I can succeed as a Regional Relationship Manager at Capital Group."

    As a 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 needs and suggest investment strategies as well as their business needs to create new relationships and deepen existing relationships.

    " 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 designation strongly preferred.
    • 5-7 years of relevant experience strongly preferred.

    Indianapolis Base Salary Range: $102,428-$163,885

    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.

    We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.

  • Industry
    Investment Management
  • About Us

    Through nine decades, Capital Group’s goal has been to improve people’s lives through successful investing. We know that our history is a testament to the strength of the people we hire. Private ownership allows us to keep our eyes on the long term while more than 7,800 associates in 30+ offices around the world help our clients and each other grow and thrive every day.