Wealth Relationship Manager Associate

Overview

WHO are we looking for?

A dynamic, energetic WealthRelationship Manager Associate who will deliver high-level customer service to clients to the firm. The successful candidate will join an established wealth management and institutional advisory team in providing independent advice and customized service to clients. A competitive salary is offered for this role as well as expanding responsibilities with a rapidly growing firm.

Responsibilities

• Manage, coordinate, gather, and execute projects, requests, reports, due diligence, action items, etc. related to client service, client meetings, and client reviews; deliver the results to clients and/or briefing the senior advisor(s) for delivery

• Responsible for collecting information for financial planning projects and entering information into WealthView/E-Money financial planning software; advise senior advisor on the planning results/output

• Prepare for client meetings (solo or with senior advisors) by seeking centralized resources and expertise to deliver investment performance, market updates, economic forecasts, and other topical information to clients

• Implement changes, adjustments, rebalancing, recommendations, transitions, etc. of client portfolios with CAPTRUST’s research and trading teams

• Serve as a liaison for the team with other CAPTRUST departments and maintaining rapport with such to ensure high levels of communication, professionalism, and working team environment

Qualifications

Minimum Qualifications:

• Relevant industry experience preferred

• Strong proficiency utilizing Microsoft Office products

• Four-year college degree in business, preferably with an emphasis in Finance or Accounting

Desired Qualifications/Skills:

• CFP or CFP track preferred

• Ability to review, research, interpret, and discuss investment, financial, macroeconomic and security specific data with Senior Advisors and clients

• Excellent communication and presentation skills, ability to communicate information to a financially sophisticated audience

• Prioritization skills, multi-task skills, able to manage many time-sensitive tasks simultaneously

• Ability to delegate tasks and projects to others within the organization, to follow up as appropriate, and to work in a team environment

WHAT can you expect from your career at CAPTRUST?

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.