Relationship Manager - RIA/BT (Northwest)

Are you passionate about building and nurturing strong relationships? Do you have experience in the financial industry and a deep understanding of Registered Investment Advisors (RIA) and Broker-Dealers (BT) in the Northwest region? Look no further, as Capital Group Companies is seeking a dynamic and driven Relationship Manager to join our team. In this role, you will be responsible for managing and growing our relationships with RIAs and BTs in the Northwest, while providing exceptional service and support to our clients. If you have excellent communication skills, a strong financial background, and a knack for building lasting relationships, we want to hear from you!

1. Develop and maintain strong relationships with Registered Investment Advisors (RIA) and Broker-Dealers (BT) in the Northwest region.
2. Act as the primary point of contact for all client communications and inquiries.
3. Provide exceptional service and support to clients, ensuring their needs are met and concerns are addressed in a timely manner.
4. Utilize your deep understanding of the financial industry and RIA/BT landscape to identify potential new clients and opportunities for growth.
5. Collaborate with internal teams, such as sales and marketing, to develop and implement strategies for client acquisition and retention.
6. Stay up-to-date on industry trends, regulations, and changes in the market to effectively advise and support clients.
7. Conduct regular meetings and presentations with clients to discuss their investment needs and provide updates on market trends and performance.
8. Analyze and evaluate client portfolios to identify potential areas for improvement and make recommendations.
9. Work closely with the sales team to develop and execute effective sales strategies.
10. Maintain accurate and up-to-date client records and reports.
11. Act as a brand ambassador for the company, representing our values and mission to clients and industry professionals.
12. Continuously strive to exceed client expectations and build strong, long-lasting relationships.
13. Travel to meet with clients and attend industry events and conferences as needed.

According to JobzMall, the average salary range for a Relationship Manager - RIA/BT (Northwest) is between $70,000 and $120,000 per year. This can vary depending on factors such as location, experience, and the specific company and industry the relationship manager is working in. Some relationship managers may also receive bonuses and commission in addition to their base salary.

Capital Group is an American financial services company. It ranks among the world's oldest and largest investment management organizations, with $1.87 trillion in assets under management.