CAPTRUST is seeking a Senior Institutional Client Management Associate who will support the Financial Advisor Service Team to service and retain institutional client relationships. These ...
60 Captrust Senior Client Relationship Manager Jobs Hiring Near You
CAPTRUST is seeking a Senior Institutional Client Management Associate who will support the Financial Advisor Service Team to service and retain institutional client relationships. These ...
CAPTRUST is seeking an Operations Associate , who will play a vital role in supporting a range of ... Manage and update client information in our CRM and file systems, ensuring all data is current ...
CAPTRUST is seeking an Operations Associate , who will play a vital role in supporting a range of ... Manage and update client information in our CRM and file systems, ensuring all data is current ...
Senior Financial Advisor
$175K - $225K/yr
CAPTRUST is built on a commitment to objective, client-first advice. As a nationally recognized ... Lead Deep Client Relationships * Serve as the lead advisor and trusted partner for high-net-worth ...
Senior Financial Advisor
$175K - $225K/yr
CAPTRUST is built on a commitment to objective, client-first advice. As a nationally recognized ... Lead Deep Client Relationships * Serve as the lead advisor and trusted partner for high-net-worth ...
$175 - $225/hr
CAPTRUST is built on a commitment to objective, client-first advice. As a nationally recognized ... Build long-term relationships grounded in trust, responsiveness, and thoughtful guidance * Act as ...
New
$175 - $225/hr
CAPTRUST is built on a commitment to objective, client-first advice. As a nationally recognized ... Build long-term relationships grounded in trust, responsiveness, and thoughtful guidance * Act as ...
New
Senior Financial Planner
New Hyde Park, NY · On-site
$150K - $200K/yr
CAPTRUST is built on a commitment to objective, client-first advice. As a nationally recognized ... Lead Deep Client Relationships * Serve as the lead advisor and trusted partner for high-net-worth ...
Senior Financial Planner
New Hyde Park, NY · On-site
$150K - $200K/yr
CAPTRUST is built on a commitment to objective, client-first advice. As a nationally recognized ... Lead Deep Client Relationships * Serve as the lead advisor and trusted partner for high-net-worth ...
Senior Financial Advisor
New Hyde Park, NY · On-site
$175 - $225/hr
CAPTRUST is built on a commitment to objective, client-first advice. As a nationally recognized ... Build long-term relationships grounded in trust, responsiveness, and thoughtful guidance * Act as ...
Senior Financial Advisor
New Hyde Park, NY · On-site
$175 - $225/hr
CAPTRUST is built on a commitment to objective, client-first advice. As a nationally recognized ... Build long-term relationships grounded in trust, responsiveness, and thoughtful guidance * Act as ...
CAPTRUST is seeking a Wealth Client Management Associate II who will use specialized knowledge and ... Maintain updated client contact information within the CRM system (CAPConnect); assist with ongoing ...
New
CAPTRUST is seeking a Wealth Client Management Associate II who will use specialized knowledge and ... Maintain updated client contact information within the CRM system (CAPConnect); assist with ongoing ...
New
Senior Wealth Financial Planner
Boston, MA · On-site
$150K - $200K/yr
CAPTRUST is built on a commitment to objective, client-first advice. As a nationally recognized ... Strong communication and relationship management skills, with the ability to translate complex ...
Senior Wealth Financial Planner
Boston, MA · On-site
$150K - $200K/yr
CAPTRUST is built on a commitment to objective, client-first advice. As a nationally recognized ... Strong communication and relationship management skills, with the ability to translate complex ...
CAPTRUST is seeking a Institutional Client Management Consultant who will work with one to several ... These relationships may consist of corporate retirement plan investment committees, human resource ...
CAPTRUST is seeking a Institutional Client Management Consultant who will work with one to several ... These relationships may consist of corporate retirement plan investment committees, human resource ...
Senior Wealth Financial Planner
$150K - $200K/yr
CAPTRUST is built on a commitment to objective, client-first advice. As a nationally recognized ... Strong communication and relationship management skills, with the ability to translate complex ...
Senior Wealth Financial Planner
$150K - $200K/yr
CAPTRUST is built on a commitment to objective, client-first advice. As a nationally recognized ... Strong communication and relationship management skills, with the ability to translate complex ...
Senior Financial Planner
New Hyde Park, NY · On-site
$150K - $200K/yr
CAPTRUST is built on a commitment to objective, client-first advice. As a nationally recognized ... Build long-term relationships grounded in trust, responsiveness, and thoughtful guidance * Act as ...
Senior Financial Planner
New Hyde Park, NY · On-site
$150K - $200K/yr
CAPTRUST is built on a commitment to objective, client-first advice. As a nationally recognized ... Build long-term relationships grounded in trust, responsiveness, and thoughtful guidance * Act as ...
Private Markets Research Professional
Raleigh, NC · On-site
$45K - $45K/yr
CAPTRUST is seeking a Private Markets Research Professional who will play a critical role in ... client relationship management and lending subject matter expertise to prospective client pitches ...
Private Markets Research Professional
Raleigh, NC · On-site
$45K - $45K/yr
CAPTRUST is seeking a Private Markets Research Professional who will play a critical role in ... client relationship management and lending subject matter expertise to prospective client pitches ...
Private Markets Research Professional
Raleigh, NC · On-site
$45K - $45K/yr
CAPTRUST is seeking a Private Markets Research Professional who will play a critical role in ... relationship management and lending subject matter expertise to prospective client pitches ...
Private Markets Research Professional
Raleigh, NC · On-site
$45K - $45K/yr
CAPTRUST is seeking a Private Markets Research Professional who will play a critical role in ... relationship management and lending subject matter expertise to prospective client pitches ...
CAPTRUST is seeking a Wealth Client Management Associate II who will use specialized knowledge and ... Maintain updated client contact information within the CRM system (CAPConnect); assist with ongoing ...
New
CAPTRUST is seeking a Wealth Client Management Associate II who will use specialized knowledge and ... Maintain updated client contact information within the CRM system (CAPConnect); assist with ongoing ...
New
Retirement Plan Consulting, Senior Manager
$130K - $200K/yr
... to CAPTRUST's Financial Advisors and clients. * Provide client support around plan design ... Maintain strong relationships with plan auditors, ERISA counsel, and actuarial service providers.
Retirement Plan Consulting, Senior Manager
$130K - $200K/yr
... to CAPTRUST's Financial Advisors and clients. * Provide client support around plan design ... Maintain strong relationships with plan auditors, ERISA counsel, and actuarial service providers.
WHO are we looking for? CAPTRUST is seeking a Wealth Client Management Associate who uses ... Maintain updated client contact information within the CRM system (CAPCONNECT); assist with ongoing ...
WHO are we looking for? CAPTRUST is seeking a Wealth Client Management Associate who uses ... Maintain updated client contact information within the CRM system (CAPCONNECT); assist with ongoing ...
Private Markets Research Professional
Raleigh, NC · On-site
$120 - $190/hr
CAPTRUST is seeking a Private Markets Research Professional who will play a critical role in ... relationship management and lending subject matter expertise to prospective client pitches ...
Private Markets Research Professional
Raleigh, NC · On-site
$120 - $190/hr
CAPTRUST is seeking a Private Markets Research Professional who will play a critical role in ... relationship management and lending subject matter expertise to prospective client pitches ...
... of new CAPTRUST client accounts. This position acts as a liaison between internal CAPTRUST ... Technical proficiency in navigating CRM system and Microsoft Office Suite (Word, Excel, Outlook ...
... of new CAPTRUST client accounts. This position acts as a liaison between internal CAPTRUST ... Technical proficiency in navigating CRM system and Microsoft Office Suite (Word, Excel, Outlook ...
Financial Advisor - Retirement Plans
Alexandria, VA · On-site
$150K/yr
Strong skills in Microsoft Office, especially Excel, and experience with Client Relationship Management (CRM) software. WHAT can you expect from your career at CAPTRUST? Our colleagues, like our ...
Financial Advisor - Retirement Plans
Alexandria, VA · On-site
$150K/yr
Strong skills in Microsoft Office, especially Excel, and experience with Client Relationship Management (CRM) software. WHAT can you expect from your career at CAPTRUST? Our colleagues, like our ...
CAPTRUST is seeking a Senior Lead Strategy & Sales Enablement Consultant to help transform growth ... used to manage leads, opportunities, advisor activity, client relationships, or business ...
CAPTRUST is seeking a Senior Lead Strategy & Sales Enablement Consultant to help transform growth ... used to manage leads, opportunities, advisor activity, client relationships, or business ...
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Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 13 days ago
Job description
Overview
WHO are we looking for?
CAPTRUST is seeking a Senior Institutional Client Management Associate who will support the Financial Advisor Service Team to service and retain institutional client relationships. These relationships may consist of corporate retirement plan investment committees, human resource or employee benefit contacts, and external vendor partners. The candidate must maintain the highest professional and ethical standards, be well-organized, service- oriented, and capable of performing under tight deadlines. Must be adaptable, show ability to retain information and possess a strong attention to detail and interpersonal skills. This is a full-time position working Monday through Thursday from 8:30 a.m. to 5:30 p.m. and Friday from 8:30 a.m. to 4:00 p.m. Primary responsibilities may include the following, among others:
Responsibilities
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. 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:
WHERE will you be working?
4208 Six Forks Rd #1700 | Raleigh, NC 27609
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.
It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. #entry
This position will remain open until filled.
WHO are we looking for?
CAPTRUST is seeking a Senior Institutional Client Management Associate who will support the Financial Advisor Service Team to service and retain institutional client relationships. These relationships may consist of corporate retirement plan investment committees, human resource or employee benefit contacts, and external vendor partners. The candidate must maintain the highest professional and ethical standards, be well-organized, service- oriented, and capable of performing under tight deadlines. Must be adaptable, show ability to retain information and possess a strong attention to detail and interpersonal skills. This is a full-time position working Monday through Thursday from 8:30 a.m. to 5:30 p.m. and Friday from 8:30 a.m. to 4:00 p.m. Primary responsibilities may include the following, among others:
Responsibilities
- Deliver exceptional service and become a trusted partner to the Financial Advisor Service Team in managing their book of business by ensuring service needs are carried out with the highest level of attention and in a timely manner
- Develop, compile, and ensure accuracy of quarterly and ad-hoc/client specific reports, spreadsheets, and presentations
- Oversee critical maintenance/organization of system files, records, and assist with new client onboarding
- Aid in the retention of existing client relationships by applying the highest level of service to all questions, requests, and deliverables
- Establish and develop relationships with FA service team and internal business partners
- Coordinate and manage the efforts of internal business partners to ensure appropriate recommendations for each client
- Assist in quarterly data collection, auditing, and input of system data
- Perform other duties and special projects independently or with a team as required by Financial Advisor Service Team or the Institutional Client Services department
Qualifications
Minimum Qualifications:
- Completion of a four-year college degree in the following areas: Business Administration, Statistics, Finance, or Economics or equivalent work experience
- Strong desire to work in the financial industry
- 3 years of industry related experience
- Technical proficiency in navigating CRM system, Microsoft Excel, PowerPoint, OneNote, Adobe and Nitro
Desired Qualifications/Skills:
- Excellent oral and written communications skills
- Exceptional attention to every detail and a personal ambition to be error-free
- Extremely organized; enjoys keeping accurate and detailed records
- Strong proficiency with Microsoft Excel, Word, and PowerPoint; ability to design spreadsheets using formulas, linking cells, and graphing functions
- High standards of professionalism (dress, manners, conduct, speech)
- Positive attitude and a team player
- Self-motivated and able to work well independently AND with others
- Excellent math skills and the ability to grasp financial/investment concepts
- Flexible with changes in priorities and able to handle the pressure of short deadlines
- Strong time-management skills; maintains a personal calendar/task planner system
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:
- Company discretionary bonus.
- Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms.
- Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods.
- Paid time off (PTO) or Paid Sick Leave (PSL)
WHERE will you be working?
4208 Six Forks Rd #1700 | Raleigh, NC 27609
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:
- 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.
It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. #entry
This position will remain open until filled.
About CAPTRUST
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
501 - 1,000 Employees
Headquarters location
Raleigh, NC, US
Year founded
1989