Strategic Relationship Manager - RIA

“I can succeed as a Strategic Relationship Manager – RIA at Capital Group.”

As a Strategic Relationship Manager – RIA, you’ll develop, manage, and lead key relationships within the RIA marketplace. You’ll manage American Funds Distributions presence, relationships, and business results with a select cohort of the largest, most-influential RIA firms across the nation. You will also manage some important relationships within our custody partners and develop opportunities and sales with new entrants into the industry. Your role will feature significant travel, both individually and along with distribution partners across Capital Group.

 You excel at delivering compelling and informative presentations. You have a strategic mindset and the ability to lead efforts with functional partners. You have expert command of the RIA distribution landscape and can manage several projects/initiatives simultaneously. You’re motivated by setting goals and measuring your performance against them. You are a well-rounded collaborator and work skillfully with other Senior Sales Force members to identify opportunity for better investor outcomes. 

“I am the person Capital Group is looking for.”

• You have a proven track record in third-party distribution, a broad knowledge of the mutual fund, SMA, ETF, and CIT business and sales cultures, and the demonstrated ability to build long-term relationships.

• You have the ability to identify opportunities and strategic themes and a business plan accordingly.

• You have a proven track record and a deep technical knowledge of portfolio construction.

• You know how to leverage technologies to create custom analysis (Excel, PowerPoint, Tableau, etc.).

• You are an excellent communicator and have significant sales experience in the registered investment advisor space.

• You’re well-versed in synthesizing information and presenting it in a distilled manner.

• You have one or more of the following designations: Series 7, AIF, AIFA, PPC, CIMA, CFA, and CFP®

This is a regional role and the successful candidate can be based in the Northeast, North Central, South Central, or West Coast region.

Base Salary Range: $200,000-$260,000

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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.