Relationship Manager - RIA

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 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 Core Competencies 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 Distribution Portfolio Construction Sales Experience in RIA Excel Analysis CFA Certification ATS Optimization Keywords Hard Skills Portfolio Construction Sales Experience Custom Analysis Data Synthesis Soft Skills Excellent Communication Relationship Building Motivational Presentations Certifications & Qualifications Series 7 Series 63 Series 66 AIF AIFA PPC CIMA CFA Industry Keywords Mutual Fund SMA ETF RIA Channel Investor Outcomes Tools & Technologies Excel PowerPoint Tableau #J-18808-Ljbffr Jobtailor