Institutional Financial Advisor & Client Relations Lead

CAPTRUST; Salt Lake City (UT); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

Company discretionary bonus

Health, dental, and vision coverage

Employer 401(k) plan and company match

Health savings accounts

Flexible spending accounts

Voluntary supplemental plans

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.

You will deliver plan reviews and presentations in-person with the Senior Financial Advisor, stay informed about client needs, and serve as a liaison across departments to maintain communication and professionalism.

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

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

Relationship management

Communication

Presentation skills

Team collaboration

Tools

Microsoft Office

Job description

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.

You will deliver plan reviews and presentations in-person with the Senior Financial Advisor, stay informed about client needs, and serve as a liaison across departments to maintain communication and professionalism.