Senior Relationship Management Associate at CAPTRUST Financial Advisors

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Full Time

Start Date

Immediate

Expiry Date

16 Jan, 26

Salary

0.0

Posted On

18 Oct, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Wealth Management, Financial Planning, Investment Management, Public Speaking, Interpersonal Skills, Organizational Skills, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Access, GAP Analysis, eMoney, Client Relationship Management, Communication Skills, Problem Solving, Community Engagement

Industry

Financial Services

Description

Overview WHO are we looking for? CAPTRUST is seeking a Senior Relationship Management Associate who will be responsible for supporting, growing and managing a holistic wealth management practice that serves the ongoing and ever-changing needs of its advisors and clients. They will provide deep financial planning counsel around life goals, investment management solutions and risk management. The Senior Associate – Relationship Manager will work primarily with, individual investors, families, and business owners to help them achieve their short and long-term goals, and may also be called on to support CAPTRUST at Work days meeting with participants of our institutional clients. Responsibilities Support Financial advisors in the Chesterton office with their Wealth Client relationships Provide ongoing financial planning and investment management services Provide financial planning and education to retirement plan participants Develop relationships with referral sources, centers of influence, and external partners Identify, establish, develop, and manage new client relationships Limited travel required Qualifications Minimum Qualifications: 5+ years of related industry experience; wealth management, financial planning, and investment vehicles Desired Qualifications/Skills: Professional License/Certification preferred (65,6,7) a plus Possession of or desire to pursue CFP Knowledge of or exposure to eMoney or similar financial planning software Strong communications skills including public speaking in group settings Strong interpersonal skills; including being polished, courteous, professional, and patient Strong organizational skills (ability to manage multiple tasks, adapt to changing priorities, and meet deadlines and manage expenses) Good computer skills including Microsoft Excel, Word, and PowerPoint, Access, GAP analysis tools and vendor website navigation 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. Some benefits include: 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? 3100 Village Pt. #200 | Chesterton, IN 46304 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 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. This position will remain open until filled.

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Responsibilities

The Senior Relationship Management Associate will support financial advisors in managing client relationships and provide ongoing financial planning and investment management services. They will also develop relationships with referral sources and identify new client opportunities.