Relationship Manager – RIA

Capital Group

Relationship Manager driving RIA sales and client relationships in San Francisco for Capital Group. Presenting investment insights and growing registered investment advisor business.

Posted 8/19/2026full-timeSan Francisco • California • 🇺🇸 United StatesMid-LevelSenior💰 $75,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in third-party distribution and portfolio construction within the registered investment advisor space, leveraging strong communication skills to build long-term relationships and deliver impactful presentations.

Highest-signal resume keywords

Third-Party DistributionPortfolio ConstructionSales Experience in RIAExcel AnalysisCFA Certification

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Portfolio ConstructionSales ExperienceCustom AnalysisData Synthesis

Soft Skills

Excellent CommunicationRelationship BuildingMotivational Presentations

Tools & Technologies

ExcelPowerPointTableau

Certifications & Qualifications

Series 7Series 63Series 66AIFAIFAPPCCIMACFA

Industry Keywords

Mutual FundSMAETFRIA ChannelInvestor Outcomes

Tech Stack

Tools & technologies

Tableau

About the role

Key responsibilities & impact

Lead sales initiatives in the RIA channel
Identify firm and firm representatives’ needs
Coordinate efforts to serve identified needs
Manage Capital Client Group presence, relationships, and business results with key RIA firms
Deliver motivational and informative presentations
Set goals and measure performance against them
Collaborate with Senior Sales Force members to identify opportunities for better investor outcomes

Requirements

What you’ll need

Proven track record in third-party distribution
Broad knowledge of the mutual fund, SMA and ETF business and sales cultures
Demonstrated ability to build long-term relationships
Proven track record and deep technical knowledge of portfolio construction
Ability to leverage technologies to create custom analysis, including Excel, PowerPoint and Tableau
Excellent communication skills
Significant sales experience in the registered investment advisor space
Ability to synthesize information and present it in a distilled manner
One or more of the following designations: Series 7, 63, 66, AIF, AIFA, PPC, CIMA, and CFA

Benefits

Comp & perks

Competitive salary
Bonuses and benefits
Company-funded retirement contribution
Generous time-away and health benefits from day one
Flexible work options
2-for-1 matching gifts for charitable contributions
Opportunity to secure annual grants for charitable organizations
On-demand professional development resources
Individual annual performance bonus
Capital’s annual profitability bonus
Retirement plan where Capital contributes 15% of eligible earnings
Paid time off
Medical benefits
Dental benefits
Retirement benefits