Financial Advisor Relationship Manager

CAPTRUST; Draper (UT); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

Company discretionary bonus

Health, dental, and vision coverage

401(k) plan with company match

Health savings accounts

Job summary

CAPTRUST seeks a dynamic Financial Advisor Relationship Manager who will provide high-level 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.

The role emphasizes client-facing plan reviews, presentations, and collaboration across departments to ensure professional, timely service and ongoing education for plan participants.

Qualifications

• Minimum 8 years’ experience in client service/relationship management in the investment advisory, money management, or financial services industry.
• Excellent written and verbal communication skills.
• Series 65 or must obtain within 90 days of start date.

Responsibilities

• Provide an important client-facing role delivering plan reviews and other presentations in-person in partnership with the Senior Financial Advisor
• Expected to be aware and informed of client needs and provide proactive service to clients
• Expected to serve as liaison for the Senior Financial Advisor with all other departments and maintain rapport to ensure high levels of communication, professionalism, and working team environment
• Assist with marketing efforts to create future opportunities
• Provide educational meetings for clients as needed
• Conduct one-on-one education meetings with plan participants (once properly licensed and trained)
• Expected to continue financial education and stay abreast of industry trends and planning topics

Skills

Client service

Relationship management

Communication skills

Tools

Microsoft Office

Job description

WHO are we looking for?

CAPTRUST seeks a dynamic Financial Advisor Relationship Manager who will provide high-level 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-person in partnership with the Senior Financial Advisor
• Expected to be aware and informed of client needs and provide proactive service to clients
• Expected to serve as liaison for the Senior Financial Advisor with all other departments and maintain rapport to ensure high levels of communication, professionalism, and working team environment
• Assist with marketing efforts to create future opportunities
• Provide educational meetings for clients as needed
• Conduct one-on-one education meetings with plan participants (once properly licensed and trained)
• Expected to continue financial education and stay abreast of industry trends and planning topics

Qualifications

Minimum Qualifications:

• Minimum 8 years’ experience working in client service/relationship management in the investment advisory, money management, or financial services industry
• Excellent written and verbal communication skills
• Series 65 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)
• Compensation range (depending on location and experience): $90,000 - $110,000

WHERE will you be working?

Any CAPTRUST Office Location

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.