CAPTRUST
Overview
We are looking for a dynamic, energetic Wealth Relationship Manager Associate to deliver high-level customer service to clients. 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
Assist in managing client, prospect, and COI communications to ensure consistent engagement and relationship growth Prepare materials and insights for meetings, including investment performance, market updates, and planning recommendations Participate in client and prospect meetings alongside senior advisors, contributing to discussions and follow-through Coordinate and execute client service tasks, projects, and action items, ensuring timely delivery and advisor readiness Gather and input financial data into planning software (WealthView/E-Money), interpret results, and collaborate with the planning team Implement portfolio changes and meeting outcomes in coordination with research and trading teams; maintain accurate records in CapConnect Qualifications
Minimum Qualifications: 2+ years of relevant industry experience preferred Four-year college degree, preferably with an emphasis in Business, Finance or Accounting Desired Qualifications/Skills: CFP® or CFP® track preferred Strong proficiency utilizing Microsoft Office products Ability to review, research, interpret, and discuss investment, financial, macroeconomic and security-specific data with Senior Advisors and clients Excellent communication and presentation skills, with the ability to convey information to a financially sophisticated audience Enjoys direct and personal interactions with clients Prioritization and multi-tasking abilities to manage many time-sensitive tasks simultaneously Proactive mindset with a willingness to learn, take initiative, anticipate needs, and contribute ideas that enhance client service and team effectiveness What to Expect
Our colleagues tend to stay with CAPTRUST for years. There’s a culture of working together, high standards, and opportunities for personal growth. We offer benefits and a collaborative environment. Compensation and Benefits
Company discretionary bonus Health, dental, and vision coverage, employer 401(k) plan with company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans Company-paid life insurance, short-term and long-term disability Paid time off (PTO) or Paid Sick Leave (PSL) Where you will be working
1116 South Main St, Greenville, SC 29601 Due to the nature of the role, this is not a remote or work-from-home position. Company Culture and Hiring Approach
We hire individuals who are committed to service, have an interest in others, and strive for continuous improvement. The CAPTRUST difference is the quality of our people and depth of our bench. EEO / Diversity Statement
CAPTRUST is committed to a diverse workforce and inclusive environment. We prohibit harassment or discrimination and support equal opportunity for all employees and applicants. Job Details
Seniority level: Associate Employment type: Full-time Job function: Sales and Business Development Industries: Investment Management, Financial Services, and Investment Banking
#J-18808-Ljbffr
We are looking for a dynamic, energetic Wealth Relationship Manager Associate to deliver high-level customer service to clients. 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
Assist in managing client, prospect, and COI communications to ensure consistent engagement and relationship growth Prepare materials and insights for meetings, including investment performance, market updates, and planning recommendations Participate in client and prospect meetings alongside senior advisors, contributing to discussions and follow-through Coordinate and execute client service tasks, projects, and action items, ensuring timely delivery and advisor readiness Gather and input financial data into planning software (WealthView/E-Money), interpret results, and collaborate with the planning team Implement portfolio changes and meeting outcomes in coordination with research and trading teams; maintain accurate records in CapConnect Qualifications
Minimum Qualifications: 2+ years of relevant industry experience preferred Four-year college degree, preferably with an emphasis in Business, Finance or Accounting Desired Qualifications/Skills: CFP® or CFP® track preferred Strong proficiency utilizing Microsoft Office products Ability to review, research, interpret, and discuss investment, financial, macroeconomic and security-specific data with Senior Advisors and clients Excellent communication and presentation skills, with the ability to convey information to a financially sophisticated audience Enjoys direct and personal interactions with clients Prioritization and multi-tasking abilities to manage many time-sensitive tasks simultaneously Proactive mindset with a willingness to learn, take initiative, anticipate needs, and contribute ideas that enhance client service and team effectiveness What to Expect
Our colleagues tend to stay with CAPTRUST for years. There’s a culture of working together, high standards, and opportunities for personal growth. We offer benefits and a collaborative environment. Compensation and Benefits
Company discretionary bonus Health, dental, and vision coverage, employer 401(k) plan with company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans Company-paid life insurance, short-term and long-term disability Paid time off (PTO) or Paid Sick Leave (PSL) Where you will be working
1116 South Main St, Greenville, SC 29601 Due to the nature of the role, this is not a remote or work-from-home position. Company Culture and Hiring Approach
We hire individuals who are committed to service, have an interest in others, and strive for continuous improvement. The CAPTRUST difference is the quality of our people and depth of our bench. EEO / Diversity Statement
CAPTRUST is committed to a diverse workforce and inclusive environment. We prohibit harassment or discrimination and support equal opportunity for all employees and applicants. Job Details
Seniority level: Associate Employment type: Full-time Job function: Sales and Business Development Industries: Investment Management, Financial Services, and Investment Banking
#J-18808-Ljbffr