Senior Consultant Relationship Manager at CAPTRUST Financial Advisors

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Full Time

Start Date

Immediate

Expiry Date

23 Apr, 26

Salary

0.0

Posted On

23 Jan, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Financial Planning, Investment Performance, Market Updates, Economic Forecasts, Communication Skills, Presentation Skills, Team Collaboration, Project Management, Data Analysis, Microsoft Office, Tax Preparation, Portfolio Management, Relationship Management, Problem Solving, Attention to Detail

Industry

Financial Services

Description

Overview WHO are we looking for? An energetic Senior Consultant Relationship Manager who will deliver high-level customer service to clients to the firm. The Financial Advisor Relationship Manager will join an established wealth management 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. The position is located in our Indianapolis office (located on the northside of Keystone Crossing). 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 senior advisor(s). Responsible for collecting information for financial planning projects and entering information into E-Money financial planning software and BNA tax projection software. Communicate findings to senior advisor(s). Prepare for client meetings (independently or with senior advisors) to deliver investment performance, market updates, economic forecasts, and other topical information to clients. Attend client meetings to take notes and present areas at senior advisor’s discretion. Implement changes, adjustments, rebalancing, recommendations, transitions of client portfolios with CAPTRUST’s research and trading teams. Assist in the implementation of client approved financial planning ideas such as estate planning strategies, charitable gifting initiatives, retirement distribution options, and insurance reviews. Assist in the gathering of information and preparation of individual income tax returns. 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: 5+ years of relevant experience 4-year college degree with preferred studies in Financial Planning, Finance, Accounting or other related fields Strong proficiency utilizing Microsoft Office products Desired Qualifications/Skills: Series 65 or 66 license required and eventually obtaining CFP designation 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. 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? 9100 Keystone Crossing #700 | Indianapolis, IN 46240 Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite 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 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. This position will remain open until filled.

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Responsibilities

The Senior Consultant Relationship Manager will manage and execute projects related to client service and prepare for client meetings. They will also assist in implementing financial planning ideas and serve as a liaison with other departments.