Base: highly competitive base salary; bonus: indiv...
Proven track record in third-party distribution
Deep technical knowledge of portfolio construction
Significant sales experience in registered investment advisor space
You will develop, manage, and lead key relationships within the RIA marketplace while managing American Funds Distributions presence
Job Summary
You will develop, manage, and lead key relationships within the RIA marketplace while managing American Funds Distributions presence.
The role requires a proven track record in third-party distribution with deep technical knowledge of portfolio construction and mutual fund business cultures.
Candidates receive a competitive base salary, individual annual performance bonuses, Capital's annual profitability bonus, and a retirement plan with a 15% company contribution.
Matching Summary
You will develop, manage, and lead key relationships within the RIA marketplace while managing American Funds Distributions presence.
Salary
Base: Highly competitive base salary; Bonus: Individual annual performance bonus plus Capital's annual profitability bonus; Benefits: Retirement plan where Capital contributes 15% of eligible earnings
Skills & Requirements
Must-have
Proven track record in third-party distribution
Deep technical knowledge of portfolio construction
Significant sales experience in registered investment advisor space
Ability to leverage technologies for custom analysis
Expert command of RIA distribution landscape
Nice-to-have
Strategic mindset and ability to lead functional partners
Well-rounded collaborator working with Senior Sales Force
Motivated by setting goals and measuring performance
Excellent communicator presenting distilled information
Key Requirements
Series 7, AIF, AIFA, PPC, CIMA, CFA, or CFP® designation
Broad knowledge of mutual fund, SMA, ETF, and CIT business
Experience building long-term relationships in the RIA space