Wealth Relationship Manager Associate

CAPTRUST; San Antonio (TX); On-site; USD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a dynamic Wealth Relationship Manager Associate to deliver exceptional client service. This role involves managing client projects, preparing for meetings, and collaborating with senior advisors to provide tailored financial advice. The firm values teamwork and offers a supportive environment for personal growth. With a competitive salary and benefits, this is an excellent opportunity for those passionate about wealth management and client relations. Join a team dedicated to excellence and make a meaningful impact in the financial services industry.

Benefits

Employee ownership opportunities

Brick Bonus success sharing program

Comprehensive health coverage

401(k) program with employer match

Virgin Pulse wellness platform

Qualifications

• Relevant industry experience preferred for the role.
• Strong proficiency in Microsoft Office products is required.

Responsibilities

• Manage client service projects and deliver results to clients.
• Prepare for client meetings and provide investment insights.

Skills

Client Service Management

Financial Planning

Communication Skills

Project Management

Microsoft Office

Team Collaboration

Education

Bachelor's Degree in Business

CFP Certification

Tools

WealthView/E-Money

Job description

WHO are we looking for?

A dynamic, energetic 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:

• Relevant industry experience preferred.
• 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.

• Employee ownership opportunities.
• Brick Bonus success sharing program.
• Comprehensive health coverage + Virgin Pulse wellness platform.
• 401(k) program with a 5% employer match + financial planning for colleagues.

WHERE will you be working?

4372 N Loop 1604 W #116 | San Antonio, TX 78249

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.

CAPTRUST is committed to providing employment opportunities without regard to race, color, age, sex, sexual orientation, familial status, religious creed, national origin, ancestry, medical condition, marital status and registered domestic partner status, citizenship status, military and veteran status, disability, protected medical condition, genetic information, or any other status protected by law. CAPTRUST makes all employment decisions without regard to these protected statuses and does not tolerate harassment or discrimination.

Seniority level

Associate

Employment type

Full-time

Job function

Sales and Business Development

Industries

Investment Management, Financial Services, and Investment Banking