Capital Group
The Relationship Manager – RIA/Bank Trust leads sales initiatives in the RIA channel across Massachusetts, New Hampshire, and Connecticut, managing relationships with key RIA firms to drive business results. The role involves identifying firm and representative needs, delivering presentations, and collaborating with senior sales members to improve investor outcomes. This position focuses on building long-term relationships and leveraging technical knowledge of portfolio construction and investment products.
Headquarters
Washington, District Of Columbia, United States
Company Size
11-50 employees
Founded
2008
Capital Group delivers the expertise, ingenuity and results needed by government and private business.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Capital Group.
41% below the average for this role