What are the responsibilities and job description for the Relationship Manager position at CAPTRUST?
CAPTRUST is an investment management-advisory firm headquartered in Raleigh, North Carolina. We provide investment advisory services to retirement plan fiduciaries, endowments and foundations and wealth planning services to executives, business owners, and families.
CAPTRUST operates as one unified practice where the backgrounds and perspectives of all colleagues are collectively leveraged to service our clients beyond expectation. We are building a world class organization “one brick at a time. “
Please note that under our current policy only vaccinated colleagues are permitted in our offices during working hours.
Position Overview:
As a Senior Associate Relationship Manager with CAPTRUST, you will be part of a professional team of Financial Advisors, creating comprehensive wealth management solutions for affluent clients, helping to align financial goals with tax efficiency.
Job Responsibilities:
- Compile, interpret and analyze client financial data for the construction of financial plans including, cash flow analysis, net worth statements, retirement and estate plans, charitable planning, and tax planning
- Prepare investment reviews, and other ad hoc reporting and analysis
- Attend client meetings and effectively communicate financial strategy
- Monitor changes in tax laws and developments in financial strategies, particularly with respect to retirement plans, trusts, and estates
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
- Has 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
- Possess a strong desire to give back to our communities and enrich the lives of those around us
- Emulates an other’s centered mindset
- Applies integrity through maintaining objectivity
Minimum Qualifications:
- Bachelor’s degree
- 5 client facing professional positions
Desired Qualifications/Skills:
- Pursuit of CFP® designation is highly preferred
- Willingness to pursue advanced certifications and ability to stay current on relevant subject matter
Perks and Other Benefits:
Competitive salary
Shareholder program
5% 401(k) Match
Healthy lifestyle reimbursements
Comprehensive Health Coverage Healthy Lifestyle Reimbursement
Many more…
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 provide 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.
Job Type: Full-time
