What are the responsibilities and job description for the Relationship Specialist - RIA/BT position at Capital Group?
“I can succeed as an RIA Relationship Specialist at Capital Group.”
As one of our RIA Relationship Specialists, you'll establish and maintain relationships with Registered Investment Advisors (RIAs) to provide financial consultation on Capital Group’s products. You’ll partner with Relationship Managers to advise on practice management and investment services to help financial advisors and intermediaries develop highly effective solutions and portfolios for their clients. You’ll identify cross-selling and prospecting opportunities through research in internal/external databases and company websites. You’ll collaborate with your team to design client retention plans, establish relevant selling points, and communicate education plans.
“I am the person Capital Group is looking for.”
Note: You must hold or obtain the Series 7 license & 66 licenses after being hired.
Indianapolis Base Salary Range: $84,168-$134,669
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.
As one of our RIA Relationship Specialists, you'll establish and maintain relationships with Registered Investment Advisors (RIAs) to provide financial consultation on Capital Group’s products. You’ll partner with Relationship Managers to advise on practice management and investment services to help financial advisors and intermediaries develop highly effective solutions and portfolios for their clients. You’ll identify cross-selling and prospecting opportunities through research in internal/external databases and company websites. You’ll collaborate with your team to design client retention plans, establish relevant selling points, and communicate education plans.
“I am the person Capital Group is looking for.”
- You have developed and executed strategic business, and coverage plans for a group of territories.
- You have experience being accountable and responsible for managing relationships with a trajectory towards growth.
- You have delivered effective presentations to promote products, services, and competitive advantages.
- You’re a tech-savvy problem solver. You can research and resolve customer questions quickly, working across multiple systems throughout the day.
- You are never too busy for a conversation because you strive to make every customer feel valued.
Note: You must hold or obtain the Series 7 license & 66 licenses after being hired.
Indianapolis Base Salary Range: $84,168-$134,669
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 Canada and the United States are excluded from the above mentioned compensation and benefit plans.
Salary : $84,168 - $134,669
