Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

As a Relationship Manager, you will lead sales initiatives in the RIA channel, identifying firm and firm representatives’ needs and coordinating efforts to serve those needs. You will manage Capital Client Group presence, relationships, and business results with key RIA firms, delivering motivational and informative presentations. You are motivated by setting goals and measuring your performance against them, and you are a well-rounded collaborator who works skillfully with other Senior Sales Force members to identify opportunities for better investor outcomes.

Responsibilities

Lead sales initiatives in the RIA channel.
Identify firm and firm representatives’ needs.
Coordinate efforts to serve identified 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.

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.

Skills

Excel
PowerPoint
Tableau
Communication
Sales

Location

San Francisco

Work Type

Full-time
Flexible work options

Experience Level

Senior

Education Level

Series 7
Series 63
Series 66
AIF
AIFA
PPC
CIMA
CFA

Salary/Compensations

$75,000 + applicable sales commissions and bonuses
Competitive salary, bonuses and benefits
Individual annual performance bonus
Capital's annual profitability bonus
Company-funded retirement contribution (15% of eligible earnings)

Benefits

Generous time-away
Health benefits from day one
2-for-1 matching gifts for charitable contributions
Opportunity to secure annual grants for organizations
On-demand professional development resources
Standard benefits package including paid time off, medical, dental and retirement

About the Company

Capital Group fosters a culture designed to celebrate differences, believing that belonging leads to better outcomes and a stronger community of associates united by their mission.
Capital Group lives its core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.
Capital Group's goal for nine decades has been to improve people’s lives through successful investing.
Capital Group has over 9,000 associates in 30+ offices around the world.
Capital Group empowers associates to build successful and prosperous careers through culture, compensation, and opportunities.

Equal Opportunity

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.
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.