What are the responsibilities and job description for the Institutional Financial Advisor Relationship Manager position at CAPTRUST?
Overview
WHO are we looking for?
CAPTRUST seeks a dynamic Institutional Financial Advisor Relationship Manager who will provide high-level service to new and existing institutional investors and clients. A competitive salary is offered for this role as well as excellent career growth potential with an ever-growing firm.
Responsibilities
- Provide an important client-facing role delivering plan reviews and other presentations in-person in partnership with the Senior Financial Advisor
- Expected to be aware and informed of client needs and provide proactive service to clients
- Expected to serve as liaison for the Senior Financial Advisor with all other departments and maintain rapport to ensure high levels of communication, professionalism, and working team environment
- Provide market overviews, investment performance, and plan/provider topical items for client meetings and as requested by clients and the Senior Advisor
- Compile reports, presentations, and spreadsheets for clients and advisors that are customized in nature
- Assist with marketing efforts to create future opportunities
- Provide educational meetings for a few select clients as needed
- Expected to continue financial education and stay abreast of industry trends and planning topics
Qualifications
Minimum Qualifications:
- 5 years of applicable retirement plan industry experience
- AIF, CFA, or CFP Track preferred
Desired Qualifications/Skills:
- Excellent communication and presentation skills, ability to communicate information to a technical audience, retirement plan and/or investment committees, and C-suite executives, etc.
- Strong proficiency with Microsoft Office products
- Strong organizational skills
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. Some benefits include:
- Employee ownership opportunities
- Brick Bonus success sharing program
Comprehensive health coverage Personify wellness platform
- 401(k) program with a 5% employer match financial planning for colleagues
- Salary Range: $115,000 - $130,000
WHERE will you be working?
333 S 7th St #2900 | Minneapolis, MN 55402
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. #mid-senior
Salary : $115,000 - $130,000
