3 Regional Relationship Mgr - RIA/BT Jobs in Indianapolis, IN
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Capital Group is Hiring a Regional Relationship Mgr - RIA/BT Near Indianapolis, IN
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.
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 .
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.
Job Summary
Full Time
$90k-128k (estimate)
05/06/2023
04/28/2024
capitalgroup.com
FORKED RIVER, NJ
7,500 - 15,000
1931
$3B - $5B
Related Companies
About Capital Group
Since 1931, Capital Group, home of American Funds, has been singularly focused on delivering superior results for long-term investors using high-conviction portfolios, rigorous research and individual accountability. Today, Capital Group manages more than $1.7 trillion in equity and fixed income assets for millions of individual and institutional investors. Capital Group is a private firm that employs more than 7,500 associates in offices around the world. For more than 80 years, our goal has remained the same: to improve peoples lives through successful investing. *Weve been made aware of an ...employment scam fraudulently using Capital Groups name.* -Capital Group does not schedule interviews or make job offers solely via Twitter, chat or text messages. -Capital Group requires a completed job application prior to consideration for an interview and job offer. If you are unsure whether youre communicating with Capital Group, please contact us at (800) 421-4225 or employmentfraud@capgroup.com to verify your job interview or offer. For important legal information please click the company details website link: https://www.capitalgroup.com/us/landing-pages/linkedin-terms-of-use.html
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