Relationship Manager

3 weeks ago


Indianapolis, Indiana, United States Capital Group Full time
Relationship Specialist Job Description

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

Key Responsibilities:
  • Develop and execute strategic business and coverage plans for a group of territories.
  • Manage relationships with a trajectory towards growth, ensuring effective communication and collaboration with internal stakeholders.
  • Deliver effective presentations to promote products, services, and competitive advantages to RIAs and other key stakeholders.
  • Utilize technical skills to research and resolve customer questions quickly, working across multiple systems throughout the day.
  • Provide exceptional customer service, making every interaction a valued experience.
  • Hold relevant licenses, including SIE, Series 7 & 66.
What We Offer:

As a Relationship Specialist at Capital Group, you will be eligible for a highly competitive base salary, individual annual performance bonus, and Capital's annual profitability bonus. You will also be part of a comprehensive retirement plan, with Capital contributing 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.


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