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Investment Advisor Liaison
2 months ago
"I can excel as a RIA Relationship Specialist at Capital Group."
As a pivotal member of our team, you will cultivate and sustain connections with Registered Investment Advisors (RIAs) to deliver financial insights regarding Capital Group's offerings. Collaborating closely with Relationship Managers, you will provide guidance on practice management and investment solutions, empowering financial advisors and intermediaries to create highly effective strategies and portfolios for their clientele.
Your role will involve identifying opportunities for cross-selling and prospecting through thorough research in both internal and external databases as well as company websites. You will work alongside your colleagues to devise client retention strategies, pinpoint relevant selling propositions, and communicate educational initiatives.
"I am the candidate Capital Group seeks."
- You have crafted and implemented strategic business and coverage plans across various territories.
- You possess a track record of managing relationships with a focus on growth and accountability.
- You have effectively delivered presentations that showcase products, services, and competitive advantages.
- You are a tech-savvy problem solver, adept at researching and resolving client inquiries swiftly while navigating multiple systems throughout the day.
- You prioritize client interactions, ensuring every customer feels valued and appreciated.
- You hold your SIE, Series 7 & 66 licenses.
Compensation includes a competitive base salary, along with eligibility for an individual annual performance bonus, Capital's annual profitability bonus, and a retirement plan where Capital contributes 15% of your eligible earnings.
Learn more about our compensation and benefits here.
We are an equal opportunity employer, committed to compliance with all federal, state, and local laws prohibiting discrimination in employment decisions. Our policies ensure that unlawful discrimination based on 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 law is strictly prohibited.
