Relationship Manager – RIA
Job in
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-08-26
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-26
Job specializations:
-
Sales
-
Finance & Banking
Job Description & How to Apply Below
- 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
- 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
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
- Portfolio Construction
- Sales Experience
- Custom Analysis
- Data Synthesis
- Excellent Communication
- Relationship Building
- Motivational Presentations
- Series 7
- Series 63
- Series 66
- AIF
- AIFA
- PPC
- CIMA
- CFA
- Mutual Fund
- SMA
- ETF
- RIA Channel
- Investor Outcomes
- Excel
- Power Point
- Tableau
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