Relationship Manager - RIA
Core
Lead sales initiatives in the RIA channel by identifying firm needs and coordinating efforts to serve them, managing Capital Client Group presence and business results with key RIA firms.
Role type
Senior IC sales relationship manager (RIA/BT)
Builds
Sales initiatives and business results for key RIA firms
Domain
Financial services / Registered Investment Advisor (RIA) channel
Deliverable
client delivery
Required skills
third-party distribution sales experience, mutual fund/SMA/ETF business knowledge, portfolio construction technical knowledge, sales experience in registered investment advisor space, data analysis with Excel/PowerPoint/Tableau, synthesizing and presenting information
Preferred skills
Series 7, 63, 66, AIF, AIFA, PPC, CIMA, CFA designations
Technologies
Excel, PowerPoint, Tableau
Responsibilities
Lead sales initiatives in the RIA channel, manage Capital Client Group presence and relationships with key RIA firms, deliver motivational and informative presentations, collaborate with Senior Sales Force members to identify opportunities for better investor outcomes
Seniority
Senior, hands-on IC