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Relationship Development Specialist

2 months ago

Marquand, Missouri, United States Capital Group Full time
About the Role

We are seeking a highly skilled Relationship Development Specialist to join our team at Capital Group. As a key member of our organization, you will play a critical role in establishing and maintaining relationships with Registered Investment Advisors (RIAs) to provide financial consultation on our products.

Key Responsibilities
  • 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.
  • Identify cross-selling and prospecting opportunities through research in internal/external databases and company websites.
  • Collaborate with your team to design client retention plans, establish relevant selling points, and communicate education plans.
  • Deliver effective presentations to promote products, services, and competitive advantages.
  • Develop and execute strategic business and coverage plans for a group of territories.
  • Manage relationships with a trajectory towards growth, ensuring accountability and responsibility.
  • Hold SIE, Series 7 & 66 licenses.
What We Offer

In addition to a highly competitive base salary, you will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus, and a retirement plan where Capital contributes 15% of your eligible earnings.

We are an equal opportunity employer, committed to diversity and inclusion. Our policies prohibit unlawful discrimination on the basis of various protected characteristics.