Relationship Manager

4 weeks ago


San Gabriel, California, United States The Capital Group Companies , Inc. Full time
Relationship Manager Opportunity

We are seeking a skilled Relationship Manager to lead sales initiatives in the RIA channel, identifying firm and firm representative needs and coordinating efforts to serve those needs.

Key Responsibilities:
  • Manage American Funds Distributions presence, relationships, and business results with key RIA firms.
  • Deliver motivational and informative presentations to stakeholders.
  • Collaborate with Senior Sales Force members to identify opportunities for better investor outcomes.
  • Build long-term relationships with key decision-makers.
  • Develop and implement sales strategies to drive business growth.
Requirements:
  • Proven track record in third-party distribution.
  • Broad knowledge of the mutual fund, SMA, and ETF business.
  • Demonstrated ability to build long-term relationships.
  • Excellent communication and sales skills.
  • Ability to leverage technologies to create custom analysis.
  • One or more of the following designations: Series 7, 63, 66, AIF, AIFA, PPC, CIMA, and CFA.
What We Offer:

A highly competitive base salary, individual annual performance bonus, and retirement plan with a 15% company contribution.

We are an equal opportunity employer, committed to diversity and inclusion.


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