About the role
We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workplace. We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences.
We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community. “I can influence my income.” You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide.
You’ll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses. “I can lead a full life.” You bring unique goals and interests to your job and your life. Whether you’re raising a family, you’re passionate about where you volunteer, or you want to explore different career paths, we’ll give you the resources that can set you up for success. Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love Access on-demand professional development resources that allow you to hone existing skills and learn new ones “I can succeed as an RIA Regional Relationship Manager at Capital Group.” As an RIA Regional Relationship Manager, you will be responsible for developing and implementing a business plan in support of sales goals and cover a defined territory (specific set of RIA firms) as the sole relationship manager and sales professional.
You will create relationships and drive sales to raise and retain assets via virtual and in person interactions with your RIA firms.
You will identify the needs of RIA firms and their client’s retirement needs and suggest products and options. “ I am the person Capital Group is looking for.” You have experience developing and executing territory management and sales growth business plans to RIA firms. You have experience initiating sales interactions with RIA firms via phone, web conference and video conferencing and feel opportunistic about traveling for onsite visits. You have strong collaboration and partnership skills while working closely with your territory pod to provide support.
You demonstrate a strong knowledge of investment selection, institutional analysis, asset allocation, and portfolio construction methodology by applying it to RIA firms. Bachelor’s degree and/or CIMA, CFA, or CFP designation strongly preferred. The RRM role requires a Series 7 & 66.
4+ years of relevant experience strongly preferred. Southern California Base Salary Range $125,909-$201,454 “I can apply in less than 4 minutes.” You’ve reviewed this job posting and you’re ready to start the candidate journey with us.