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Relationship Specialist - RIA/BT

Capital Group
retirement plan
United States, Indiana, Indianapolis
September 19, 2023
NOTE: Our recruiting process is 100% virtual, which should help with the logistics of your candidate journey. We have transitioned to a hybrid work model, which means our associates are coming into the office three times a week a w. You will work directly with your manager to decide what that looks like for you.

"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 SIE, Series 7 & 66 licenses.

Indianapolis Base Salary Range: $77,077-$123,323

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.

You can learn more about our compensation and benefits here .

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.
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