Institutional Financial Advisor Relationship Manager at CAPTRUST Financial Advisors

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Full Time

Start Date

Immediate

Expiry Date

26 Mar, 26

Salary

110000.0

Posted On

26 Dec, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Service, Relationship Management, Communication Skills, Presentation Skills, Organizational Skills, Financial Education, Proactive Service, Practice Management, Marketing Efforts, Team Collaboration, Industry Trends, Technical Communication, Microsoft Office Proficiency, Problem Solving, Integrity, Community Engagement

Industry

Financial Services

Description

Overview WHO are we looking for? CAPTRUST seeks a dynamic Institutional Financial Advisor Relationship Manager who will provide high-level advisory 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. Responsibilities Provide an important client-facing role delivering plan reviews and other presentations in partnership with the Senior Financial Advisor Expected to be aware and informed of client needs and provide proactive service to clients Expected to assist with practice management and serve as a liaison for the Senior Financial Advisor with internal departments to ensure client needs and projects are fulfilled Assist with marketing efforts to create future opportunities Provide educational meetings for clients as needed Maintain high levels of communication, professionalism, and working team environment. Expected to continue financial education and stay abreast of industry trends and planning topics Qualifications Minimum Qualifications: Minimum 3+ years’ experience working in client service/relationship management in the investment advisory, money management, or financial services industry Excellent written and verbal communication skills 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) Compensation range (depending on location and experience): $100,000 - $110,000 WHERE will you be working? 115 Wild Basin Road S. #225 | Austin, TX 78746 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. #associate This position will remain open until filled.

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Responsibilities

The Institutional Financial Advisor Relationship Manager will deliver plan reviews and presentations, assist with practice management, and provide proactive service to clients. They will also maintain communication with clients and support marketing efforts.