Senior Wealth Relationship Manager Associate

Captrust; Dallas (TX); In loco; USD 90.000 - 130.000; Tempo pieno

Vantaggi offerti da questo lavoro

Discretionary bonus

Health, dental, and vision coverage

401(k) plan with company match

Health savings accounts

Flexible spending accounts

Life insurance

Short-term disability

Long-term disability

Paid time off

Descrizione del lavoro

Captrust is seeking a Senior Wealth Relationship Manager Associate to deliver high-level client service and support an established wealth management and institutional advisory team with independent advice and tailored solutions.

You will prepare for client meetings, gather and enter data for financial planning, coordinate with research and trading for investment changes, and maintain strong communication across CAPTRUST departments to uphold service excellence.

Competenze

• 3+ years of relevant work experience or equivalent work experience.
• Strong proficiency utilizing Microsoft Office products.
• Four-year college degree in business, preferably with an emphasis in Finance or Accounting.

Mansioni

• Manage, coordinate, gather, and execute projects, requests, reports, due diligence, action items related to client service, client meetings, and client reviews; deliver results to clients or brief senior advisor(s).
• Collect information for financial planning projects and enter into WealthView/E-Money; advise senior advisor on planning results/output.
• Prepare for client meetings (solo or with senior advisors) by seeking centralized resources to deliver investment performance, market updates, forecasts, and other topics to clients.
• Implement changes, adjustments, rebalancing, recommendations, transitions of client portfolios with CAPTRUST’s research and trading teams.
• Serve as liaison for the team with other CAPTRUST departments and maintain rapport to ensure communication and teamwork.

Conoscenze

CFP track

Communication

Presentation skills

Prioritization

Multi-tasking

Team collaboration

Delegation

Relationship building

Financial data interpretation

Formazione

Bachelor’s degree in Business/Finance/Accounting

Strumenti

Microsoft Office

Descrizione del lavoro

WHO are we looking for?

A dynamic, energetic Senior Wealth Relationship Manager Associate who will deliver high-level customer service to clients to the firm. The successful candidate will join an established wealth management and institutional advisory team in providing independent advice and customized service to clients. A competitive salary is offered for this role as well as expanding responsibilities with a rapidly growing firm.

Responsibilities

• 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
• Prepare for client meetings (solo or with senior advisors) by seeking centralized resources and expertise to deliver investment performance, market updates, economic forecasts, and other topical information to clients
• Implement changes, adjustments, rebalancing, recommendations, transitions, etc. of client portfolios with CAPTRUST’s research and trading teams
• 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:

• 3+ years of relevant work experience or equivalent work experience
• Strong proficiency utilizing Microsoft Office products
• Four-year college degree in business, preferably with an emphasis in Finance or Accounting

Desired Qualifications/Skills

• CFP or CFP track preferred
• 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?

5005 Lyndon B Johnson Freeway #1313 | Dallas, TX 75244
Due to the nature of the role, this is not a remote or work from home position. #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.#associate

This position will remain open until filled.