Relationship Specialist - RIA/BT

Learn more about Capital Group
Capital Group

Capital Group

Relationship Specialist - RIA/BT

Indianapolis, IN
Full Time
Paid
  • Responsibilities

    "I can succeed as a n RIA Relationship Specialist at Capital Group."

    As one of our RIA Relationship Specialists, you'll establish and maintain relationships with Registered Investment Advisors (RIAs) to provide financial consultation on Capital Group's products. You'll 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. You'll identify cross-selling and prospecting opportunities through research in internal/external databases and company websites. You'll collaborate with your team to design client retention plans, establish relevant selling points, and communicate education plans.

    "I am the person Capital Group is looking for."

    • You have developed and execut ed strategic business and coverage plans for a group of territories.
    • You have experience being accountable and responsible for managing relationships with a trajectory towards growth.
    • You have delivered effective presentations to promote products, services, and competitive advantages.
    • You're a tech-savvy problem solver. You can research and resolve customer questions quickly, working across multiple systems throughout the day.
    • You are never too busy for a conversation because you strive to make every customer feel valued.
    • You hold or are willing to obtain your Series 7 & 66 licenses.
    • You must hold your SIE to be eligible to apply

    Indianapolis Base Salary Range: $80,931-$129,490

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

    *Temporary positions in Canada and the United States are excluded from the above mentioned compensation and benefit plans.

    We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of 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 federal, state or local law.

  • Industry
    Investment Management
  • About Us

    Through nine decades, Capital Group’s goal has been to improve people’s lives through successful investing. We know that our history is a testament to the strength of the people we hire. Private ownership allows us to keep our eyes on the long term while more than 7,800 associates in 30+ offices around the world help our clients and each other grow and thrive every day.