What are the responsibilities and job description for the Institutional Advisor position at CAPTRUST?
Overview
WHO are we looking for?
CAPTRUST is seeking an Institutional Advisor to serve and grow a $1 million institutional consulting practice in multiple markets. The Institutional Advisor role is responsible for building and servicing a practice of institutional clients including investment committees, nonprofit boards and executives, qualified plan sponsors, fiduciaries, key executives in nonqualified plans and plan participants – to include endowments, foundations, institutional asset pools, 401(k), 403(b), defined benefit, and nonqualified plans. For defined contribution clients, we seek the “mid-market” which we define as plans of $25 to $500 million in assets. For endowment & foundation clients, we seek assets in the range of $5 million to $250 million.
Responsibilities
- Develop and close new client relationships (at least $150,000 in new contracted revenue per year)
- Deliver sales presentations and finals to individuals and committees
- Set prospect meetings; a minimum of three per week
- Cross-sell additive CAPTRUST services to existing clients (e.g. discretionary services)
- Develop relationships with COIs and other referral sources
- Provide fiduciary advice to existing client relationships
- Conduct and document quarterly portfolio and plan reviews
- Provide education and advice programs for plan participants
- Provide fiduciary and governance support to investment committees and boards
- Travel is required
Qualifications
Minimum Qualifications:
- Bachelor's degree required; major in Business Administration, Marketing or Finance preferred
- 5 years of direct selling experience in the financial service industry
Desired Qualifications/Skills:
- Exceptional oral and written communications skills
- High standard of professionalism
- Looking to develop a long-term career in the investment/financial services industry
- Able to work independently
- Securities licenses series 65, 66, 7
- Strong proficiency in Microsoft Office, especially Microsoft Excel
- Client Relationship Management (CRM) software experience
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 culture in which 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. Some benefits include:
- Employee ownership opportunities
- Comprehensive health coverage Virgin Pulse wellness platform
- 401(k) program with a 5% employer match financial planning for colleagues
- Salary Range: $90,000 - $120,000 (depending on experience and geography)
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 passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and 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. #executive
Salary : $90,000 - $120,000
