Financial Advisor Relationship Manager

CAPTRUST seeks a dynamic Financial Advisor Relationship Manager who will provide high-level service to new and existing institutional investors and clients. A competitive salary is offered for this role as well as excellent career growth potential with an ever-growing firm.

Provide an important client-facing role delivering plan reviews and other presentations in-person in partnership with the Senior Financial Advisor

Expected to be aware and informed of client needs and provide proactive service to clients

Expected to serve as liaison for the Senior Financial Advisor with all other departments and maintain rapport to ensure high levels of communication, professionalism, and working team environment

Assist with marketing efforts to create future opportunities

Provide educational meetings for clients as needed

Conduct one-on-one education meetings with plan participants (once properly licensed and trained)

Expected to continue financial education and stay abreast of industry trends and planning topics

Minimum Qualifications:

Minimum 8 years’ experience working in client service/relationship management in the investment advisory, money management, or financial services industry

Excellent written and verbal communication skills

Series 65 or must obtain within 90 days of start date

Desired Qualifications/Skills:

Excellent communication and presentation skills, ability to communicate information to a technical audience, retirement plan and/or investment committees, and C-suite executives, etc.

Strong proficiency with Microsoft Office products

Strong organizational skills

Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great place to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.

Our Employee Benefits Package shows how much we value our team.

Company discretionary bonus

Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms

Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods

Paid time off (PTO) or Paid Sick Leave (PSL)

Compensation range (depending on location and experience): $90,000 - $110,000

Any CAPTRUST Office Location

We make it a priority to hire those who have a commitment to service, a real interest in other people, and a burning need to improve continuously. Simply put: the difference at CAPTRUST is the quality of our people and the depth of our bench. If you are ready to make your mark, we want to talk to you.

Are you the next brick?

To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:

Ability to build successful, collaborative, and trusting relationships

Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information

A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges

Inherent desire to give back to our communities and enrich the lives of those around us

An other-centered mindset

Integrity through maintaining objectivity

EEO/Diversity Statement:

At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.

It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. #mid-senior

This position will remain open until filled.