Los Angeles, California, United States · Hybrid
$112k–$179k/yr
“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—an…
Skills: Territory management, Sales growth, Relationship management, Investment selection, Institutional analysis
Los Angeles, California, United States · Hybrid
$112k–$179k/yr
“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—an…
Skills: Retirement plan expertise, Investment selection, Asset allocation, Portfolio construction, ERISA requirements
Irvine, California, United States · Hybrid
$202k–$323k/yr
“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—an…
Skills: Enterprise architecture, Strategic planning, Digital transformation, Solution architecture, Cloud platforms
Los Angeles, California, United States · Hybrid
$90k–$145k/yr
“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—an…
Skills: Proxy research, Proxy voting, Governance research, ESG integration, Stewardship
London, England, United Kingdom · Hybrid
$210k–$422k/yr
“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—an…
Skills: Market Data Category Management, Strategic Sourcing, Supplier Relationship Management, Contract Negotiation, Vendor Management
New York, New York, United States · Hybrid
$248k–$422k/yr
“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—an…
Skills: Sales Leadership, Asset Retention, Strategic Planning, Stakeholder Management, Team Development
Irvine, California, United States · Hybrid
$208k–$354k/yr
“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—an…
Skills: Insurance Risk Management, Risk Financing Strategy, Underwriting Strategy, Policy Placement, Risk Transfer
London, England, United Kingdom · Hybrid
“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—an…
Skills: Risk Management, Operational Risk, Data Analytics, Written Communication, Verbal Communication
Charlotte, North Carolina, United States · Hybrid
$73k–$116k/yr
“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—an…
Skills: Windows, MacOS, Mobile Device Support, ServiceNow, Network Connectivity
Charlotte, North Carolina, United States · Hybrid
$210k–$358k/yr
“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—an…
Skills: Procurement Operations, Strategic Sourcing, Operational Excellence, Enterprise Transformation, Vendor Management
London, England, United Kingdom · Hybrid
“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—an…
Skills: RFP Writing, DDQ Preparation, RFI Preparation, Investment Strategy Analysis, Quantitative Analysis
Singapore, Singapore · Hybrid
“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—an…
Skills: Solution Design, Business Analysis, Digital Transformation, AI Implementation, Investment Operations
Los Angeles, California, United States · Hybrid
$185k–$315k/yr
“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—an…
Skills: Strategic Planning, Financial Management, Business Reporting, KPI Monitoring, Operational Risk Management
Irvine, California, United States · Hybrid
$159k–$255k/yr
“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—an…
Skills: Strategic Sourcing, Category Management, Supplier Management, Negotiation, Spend Analytics
Chicago, Illinois, United States · Hybrid
“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—an…
Skills: Wealth Management, Business Development, Financial Planning, Investment Management, Relationship Management
Los Angeles, California, United States · On-site
$126k–$201k/yr
“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—an…
Skills: Executive Protection, Program Management, Security Operations, Travel Safety, Incident Response
Irvine, California, United States · Hybrid
$179k–$287k/yr
“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—an…
Skills: Python, Large Language Models, Prompt Engineering, Retrieval-Augmented Generation, Agentic Workflows
Irvine, California, United States · Hybrid
$112k–$179k/yr
“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—an…
Skills: Product Management, Business Analysis, Agile Methodology, User Story Writing, Stakeholder Management
Irvine, California, United States · Hybrid
$202k–$342k/yr
“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—an…
Skills: Data Architecture, AI Infrastructure, Cloud-native Data Platforms, LLM Orchestration, Python
Tokyo, Japan · Hybrid
“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—an…
Skills: Meeting and Event Planning, Project Management, Budget Management, Vendor Negotiation, Risk Mitigation
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The Regional Relationship Manager is responsible for developing and executing a business plan to drive sales and retain assets within a defined territory of RIA firms. They will manage relationships through both virtual and in-person interactions while identifying client needs and recommending appropriate investment products.
Candidates should have 4+ years of relevant experience in territory management and sales growth within the RIA sector. A bachelor's degree and professional designations such as CIMA, CFA, or CFP are strongly preferred, and a Series 7 & 66 license is required.
“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.
“I can influence my income.”
You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You’ll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses.
“I can lead a full life.”
You bring unique goals and interests to your job and your life. Whether you’re raising a family, you’re passionate about where you volunteer, or you want to explore different career paths, we’ll give you the resources that can set you up for success.
Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options
Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love
Access on-demand professional development resources that allow you to hone existing skills and learn new ones
As an RIA Regional Relationship Manager, you will be responsible for developing and implementing a business plan in support of sales goals and cover a defined territory (specific set of RIA firms) as the sole relationship manager and sales professional. You will create relationships and drive sales to raise and retain assets via virtual and in person interactions with your RIA firms. You will identify the needs of RIA firms and their client’s retirement needs and suggest products and options.
“I am the person Capital Group is looking for.”
“I can apply in less than 4 minutes.”
You’ve reviewed this job posting and you’re ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn’t what you’re looking for, check out our other opportunities and join our talent community.
“I can learn more about Capital Group.”
At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That’s why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people’s lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor.
In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital’s annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.
You can learn more about our compensation and benefits here.
* Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans.
We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.
Capital Group was established in 1931 in Los Angeles, California, and now has 31 offices around the globe. For over 90 years we've provided carefully researched investment solutions and services to financial professionals. *** We've been made aware of an employment scam fraudulently using Capital Group's name. Please note: Capital Group currently does not offer 100% remote work positions. On average, the interview process can take one to three months to go from resume submission to offer. Financial transactions are never part of the job on boarding process. For your own cyber safety and security, if you suspect fraud, please do not respond to or interact with messages claiming to be from Capital Group. You can also contact [email protected] to verify a job opportunity.*** Capital Client Group, Inc. For important legal information please click the company details website link.
Offices: 333 South Hope Street, Los Angeles, CA 90071, US
Capital Group was established in 1931 in Los Angeles, California, and now has 31 offices around the globe. For over 90 years we've provided carefully researched investment solutions and services to financial professionals. *** We've been made aware of an employment scam fraudulently using Capital Group's name. Please note: Capital Group currently does not offer 100% remote work positions. On average, the interview process can take one to three months to go from resume submission to offer. Financial transactions are never part of the job on boarding process. For your own cyber safety and security, if you suspect fraud, please do not respond to or interact with messages claiming to be from Capital Group. You can also contact [email protected] to verify a job opportunity.*** Capital Client Group, Inc. For important legal information please click the company details website link.
Offices: 333 South Hope Street, Los Angeles, CA 90071, US
