Relationship Manager - RIA

“I can be myself at work.” You are more than a job title. 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.

About the role

As one of our Relationship Managers, you’ll lead sales initiatives in the RIA channel, identifying firm and firm representatives’ needs and coordinate efforts to serve those needs. Your territory will sit in San Francisco. You’ll manage Capital Client Group presence, relationships, and business results with key RIA firms. You excel at delivering motivational and informative presentations. You’re motivated by setting goals and measuring your performance against them. You are a well-rounded collaborator and work skillfully with other Senior Sales Force members to identify opportunity for better investor outcomes.

Requirements

• Proven track record in third-party distribution, a broad knowledge of the mutual fund, SMA and ETF business and sales cultures, and the demonstrated ability to build long-term relationships.
• Proven track record and a deep technical knowledge of portfolio construction.
• Ability to leverage technologies to create custom analysis (Excel, PowerPoint, Tableau, etc.).
• Excellent communicator with significant sales experience in the registered investment advisor space.
• Well-versed in synthesizing information and presenting it in a distilled manner.
• One or more of the following designations: Series 7, 63, 66, AIF, AIFA, PPC, CIMA, and CFA.

Benefits

• Generous time-away and health benefits from day one, with the opportunity for flexible work options.
• 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love.
• Access to on-demand professional development resources that allow you to hone existing skills and learn new ones.
• Competitive salary, bonuses, and benefits.
• Company-funded retirement contribution factoring in salary and variable pay, including bonuses.
• Eligibility to participate in a discretionary annual incentive program based on individual and organizational performance.
• Standard benefits package including paid time off, medical, dental, and retirement.
• Annual performance bonus plus Capital’s annual profitability bonus.
• Retirement plan where Capital contributes 15% of your eligible earnings.

Pay

The base salary for this role is $75,000 + applicable sales commissions and bonuses. Specific pricing for the role may vary within the above range based on many factors including candidate experience and skills.