Institutional Client Management Consultant

Captrust; Charlotte (NC); On-site; USD 110,000 - 160,000; Full time

Benefits offered by this job

Company discretionary bonus

Health, dental, and vision coverage

Company-paid life insurance

Short-term disability

Long-term disability

Paid time off (PTO) or Paid Sick Leave

Job summary

Captrust is seeking an Institutional Client Management Consultant to service and retain institutional client relationships, including corporate retirement plans and external vendor partners. You will work with one or several financial advisors to ensure high-quality service, timely responses, and accurate reporting while maintaining professional standards and deadlines.

The role emphasizes collaboration with internal teams and external partners, strong organizational skills, and a client-focused

Qualifications

• Minimum 6+ years in client services for retirement plan services.
• Operational understanding of retirement plans (record-keeping, investments).
• Proficiency navigating CRM and MS Office Suite.

Responsibilities

• Deliver exceptional service as part of a team and build client relationships.
• Aid in retention by addressing client questions and day-to-day service needs.
• Coordinate client conversions/transitions with internal and external partners.
• Create sales presentations and RFP responses for prospective and existing clients.
• Develop and ensure accuracy of quarterly and ad-hoc client reports and maintain files.
• Build relationships with custodians, recordkeepers, and investment managers.

Skills

Client service

CRM proficiency

MS Office

Tools

CRM systems

MS Office Suite

Job description

Responsibilities

CAPTRUST is seeking a

• Deliver exceptional service as part of a team and become a trusted partner to a dedicated Financial Advisor(s) in managing his/her book of business and building client relationships
• Aid in the retention of existing client relationships by working with internal business partners to address all client questions, requests, and day to day service needs; inclusive but not limited to assistance with plan provisions, investments, transactions, and deliverables
• Assist with new or existing client conversion/transition process by coordinating the efforts of internal (research, operations, marketing, and participant education) and external business partners. In conjunction with Financial Advisor, communicate recommendations and the timeline to all stakeholders
• Assist in the creation of sales presentations such as pitch books and RFP responses for prospective new clients and existing clients
• Develop, compile, and ensure accuracy of quarterly and ad-hoc/client specific reports, spreadsheets, and presentations with minimum supervision, while also overseeing the critical maintenance of client files and records
• Build and strengthen relationships with external business partners such as custodians, recordkeepers, third party administrators, and investment managers to facilitate efficient and accurate execution of any objectives for our shared clients

WHO are we looking for?

Responsibilities

CAPTRUST is seeking a Institutional Client Management Consultant who will work with one to several financial advisors to service and retain institutional client relationships. These relationships may consist of corporate retirement plan investment committees, human resource or employee benefit contacts, and external vendor partners. The candidate must maintain the highest professional and ethical standards, be well-organized, service‑oriented, and capable of performing under tight deadlines. Primary responsibilities may include the following, among others:

• Deliver exceptional service as part of a team and become a trusted partner to a dedicated Financial Advisor(s) in managing his/her book of business and building client relationships
• Aid in the retention of existing client relationships by working with internal business partners to address all client questions, requests, and day to day service needs; inclusive but not limited to assistance with plan provisions, investments, transactions, and deliverables
• Assist with new or existing client conversion/transition process by coordinating the efforts of internal (research, operations, marketing, and participant education) and external business partners. In conjunction with Financial Advisor, communicate recommendations and the timeline to all stakeholders
• Assist in the creation of sales presentations such as pitch books and RFP responses for prospective new clients and existing clients
• Develop, compile, and ensure accuracy of quarterly and ad-hoc/client specific reports, spreadsheets, and presentations with minimum supervision, while also overseeing the critical maintenance of client files and records
• Build and strengthen relationships with external business partners such as custodians, recordkeepers, third party administrators, and investment managers to facilitate efficient and accurate execution of any objectives for our shared clients

Qualifications

Minimum Qualifications:

• A minimum of 6+ years experience working in client services for an organization that provides retirement plan services for 401(k), 403(b), Non-Qualified or Defined Benefit plans
• Understanding of retirement plans from an operational, record‑keeping, and investment perspective
• Proficiency in navigating CRM systems and MS Office Suite

Desired Qualifications/Skills

• Working knowledge of ERISA guidelines and regulations
• Understanding of the various levels of investments including the fund managers and associated expenses; furthermore, how they fit into a plan's fund line‑up and impact the plan participants
• Experience working with financial advisors

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 culture in which 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)s

WHERE will you be working?

We have openings in the following CAPTRUST office locations:

4208 Six Forks Rd #1700 | Raleigh, NC 27609

OR

4201 Congress Street | Charlotte, NC 28209

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 passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.

Are you the next brick?

• 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.