What are the responsibilities and job description for the Wealth Management Business Development Officer position at CAPTRUST?
WHO are we looking for?
CAPTRUST is seeking a Wealth Management Business Development Officer to oversee and help lead sales efforts related to strategic referral partnerships and advisor development initiatives for the Wealth Advisor Group. This position will report directly to the Head of Wealth Management Consulting at CAPTRUST.
Responsibilities
Minimum Qualifications:
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 as one unified practice. Advisors are motivated to help their colleagues and are committed to high standards.
Our Employee Benefits Package shows how much we value our team. Some benefits include:
40 Wall Street 56th Floor | New York, NY 10005
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.
To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:
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
CAPTRUST is seeking a Wealth Management Business Development Officer to oversee and help lead sales efforts related to strategic referral partnerships and advisor development initiatives for the Wealth Advisor Group. This position will report directly to the Head of Wealth Management Consulting at CAPTRUST.
Responsibilities
- Drive new client acquisition through the ongoing development of our referral programs with key strategic business partners like Fidelity, Schwab and ZOE Financial
- Collaborate with advisors on partner and client presentations with business partners and prospects
- Identify and adapt to market trends with internal and external partners
- Train and support participating wealth advisors as part of a team in delivering best-in-class advice and service beyond expectation to clients
- Motivate and encourage sales team to ensure quality, growth and identify potential new markets
- Develop and maintain positive relationships with colleagues, clients, and within our community
Minimum Qualifications:
- Bachelor’s degree in related field or equivalent years of experience at a wealth management or financial planning advisory firm
- Experience developing productive relationships with clients, and internal and external partners
- Proficient in Microsoft Office (Word, Excel, Outlook, and Power Point)
- Excellent verbal communication skills with the ability to explain complex financial principles
- Excellent sales and client service skills
- Thorough understanding of financial services and how markets and economies affect those services
- Ability to review, research, interpret, and discuss investment, financial, macroeconomic and security specific data with Senior Advisors and clients
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 as one unified practice. Advisors are motivated to help their colleagues and are committed to high standards.
Our Employee Benefits Package shows how much we value our team. Some benefits include:
- Employee ownership opportunities
- Comprehensive health coverage Personify wellness platform
- 401(k) program with a 5% employer match financial planning for colleagues
- Salary Range: $75,000- $ 95,000
40 Wall Street 56th Floor | New York, NY 10005
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.
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
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 : $75,000 - $95,000
