Wealth Relationship Manager at CAPTRUST Financial Advisors

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Full Time

Start Date

Immediate

Expiry Date

21 May, 26

Salary

0.0

Posted On

20 Feb, 26

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Relationship Management, Financial Planning, Portfolio Management, Investment Philosophy Communication, Client Service Tasks, Communication Strategy, Meeting Preparation, Investment Performance Review, Market Updates, Economic Forecasts, Financial Planning Software Utilization, Portfolio Rebalancing, Due Diligence, Prioritization, Delegation, Teamwork

Industry

Financial Services

Description

Overview WHO are we looking for? CAPTRUST is seeking a dynamic and client-focused Wealth Relationship Manager to serve as the primary point of contact for our clients. This role will lead client review meetings, present and update financial plans, and clearly communicate CAPTRUST’s investment philosophy. The ideal candidate is confident, adaptable, and able to engage in discussions across a broad range of financial planning and portfolio management topics. The Financial Advisor Relationship Manager will also handle intermediate to advanced client service tasks with precision and follow-through. This individual will deliver a trusted advisor experience, ensuring clients feel supported and informed every step of the way. Responsibilities Support senior advisor(s) in managing and growing client relationships Manage ongoing communications strategy with clients, prospects & COI’s. Work with Senior Advisors to develop an annual plan to execute this strategy, including contact goals and sales goals Prepare for client & prospect meetings by seeking centralized resources and expertise to deliver investment performance, market updates, economic forecasts, and other topical information to clients Conduct client/prospect meetings solo or with senior advisors, as needed 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. Coordinate with planning team as needed. Handle follow-up from client & prospect meetings; Implement changes, adjustments, rebalancing, recommendations, etc. of client portfolios with CAPTRUST’s research and trading teams. Enter meeting notes in CapConnect. Oversee daily activities including cash sweep, trading, email response, and age-based planning opportunities 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: 8+ years of applicable industry experience Certified Financial Planner (CFP®) designation or Chartered Financial Analyst (CFA®) or on track to receive Strong proficiency utilizing Microsoft Office products Four-year college degree in business, preferably with an emphasis in Finance or Accounting or equivalent work experience Desired Qualifications/Skills: 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? 7500 College Blvd, Suite 1212 | Overland Park, KS 66210 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 Wealth Relationship Manager will serve as the primary client contact, leading review meetings, presenting financial plans, and communicating the firm's investment philosophy while handling intermediate to advanced client service tasks. Key duties include supporting senior advisors, managing client communication strategy, preparing meeting materials, executing client requests, and coordinating portfolio adjustments.