Financial Advisor Relationship Manager at CAPTRUST Financial Advisors

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Full Time

Start Date

Immediate

Expiry Date

26 May, 26

Salary

0.0

Posted On

25 Feb, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Service, Relationship Management, Retirement Plan Recordkeeping, Investment Advisory, Financial Services, Client Engagement, Presentations, Proactive Client Service, Cross-Department Liaison, Marketing Support, Business Development Support, Industry Trends, Communication, Detail Oriented, Microsoft Office, Organizational Skills

Industry

Financial Services

Description

Overview WHO are we looking for? CAPTRUST seeks a dynamic Financial Advisor Relationship Manager who will provide high-level service to new and existing institutional retirement plan clients. A competitive salary is offered for this role as well as excellent career growth potential with an ever-growing firm. Responsibilities Client Engagement & Presentations: Serve in a critical client-facing role by delivering plan reviews and other presentations—often in partnership with a Senior Financial Advisor. Confidently lead meetings independently as needed. Proactive Client Service: Stay informed on client needs, anticipate concerns, and provide proactive, high-quality support to retirement plan sponsors. Cross-Department Liaison: Act as the bridge between the Senior Financial Advisor and other internal teams. Maintain strong rapport, communicate clearly, and foster a positive, team-oriented collaborative environment. Marketing & Business Development Support: Assist with marketing initiatives to cultivate new client opportunities and contribute to the team’s overall growth strategy. Continuous Learning: Remain current on industry trends, planning topics, and best practices. Embrace ongoing education and development opportunities. Qualifications Minimum Qualifications: Minimum 5 years’ experience working in client service/relationship management in the retirement plan recordkeeping, investment advisory, or financial services industry Excellent written and verbal communication skills Detail oriented and passion for service Series 6, 7, or 65 preferred 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 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. 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) WHERE will you be working? 2500 Northwinds Pkwy, Suite 250 | Alpharetta, GA 30009 Or 1116 South Main Street | Greenville, SC 29601 Due to the nature of the role, this is not a remote or work from home position, however there is flexibility. HOW do we build a world class organization one brick at a time? 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.

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Responsibilities

The role involves serving in a critical client-facing capacity by delivering plan reviews and presentations, often in partnership with a Senior Financial Advisor, while proactively supporting retirement plan sponsors. The manager will also act as a liaison between the Senior Financial Advisor and internal teams, and assist with marketing and business development efforts.