What are the responsibilities and job description for the WEALTH RELATIONSHIP MANAGER position at CAPTRUST?
Overview :
WHO are we looking for?
CAPTRUST seeks a dynamic Wealth Relationship Manager who will deliver high-level customer service to clients to the firm. The successful candidate will join an established wealth management 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 :
- Manage, coordinate, gather, and execute projects, requests, reports, due diligence, action items, etc. related to client service, client meetings, and client reviews
- Coordinate client meetings and calls to collect information for financial planning projects and input information into financial planning software
- Prepare for client meetings (solo or with senior advisors) by seeking centralized resources and expertise to deliver investment performance, market updates, economic forecasts, and other topical information to clients
- Implement changes, adjustments, portfolio rebalance, recommendations, transitions, etc. of client portfolios with CAPTRUSTs research and trading teams
- Prepare for client meetings (solo or with senior advisors) by seeking centralized resources and expertise to deliver investment performance, market updates, economic forecasts, and other topical information to clients
- Serve as a liaison for the team with other CAPTRUST departments and maintaining rapport with such to ensure high levels of communication, professionalism, and working team environment
Qualifications :
Minimum Qualifications :
Desired Qualifications / Skills :
WHAT can you expect from your career at CAPTRUST?
Our colleagues, like our clients, tend to stay with CAPTRUST for years. Theres a reason for it; its 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 :
Brick Bonus success sharing program
WHERE will you be working?
5745 Raccoon River Drive, Suite 160 | West Des Moines, IA 50266
Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite
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 :
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. #associate
