Overview

WHO are we looking for?

The Advisor Group is in search of a Business Development Senior Associate to help support the organic growth of the wealth management business for this rapidly growing and collaborative organization. The Business Development Senior Associate will engage with financial advisors, internal and external partners in wealth management, to support opportunities that generate new revenue, improve client retention, and further other business interests. The Business Development Senior Associate will work closely with internal and external partners to develop and deepen relationships in support of the organic growth initiatives established by the firm. Strong relationship management, project management, and technical knowledge will be essential to success in this role. The Senior Associate will be expected to be an active collaborator with advisors and the leadership team to find creative solutions as we work to achieve our goals.

Responsibilities

• CAPTRUST internal referral programs (Bridge): project management, sales support, sales reporting, and lead flow administration
• External referral program management with well-known custodians: event planning, sales support and lead flow administration
• Advisor development programs: coordination and support for ongoing sales training and advisor development initiatives
• Sales reporting and analytics: utilize MS PowerBI tools to support the leadership team with practice management at the firm and local level
• Advisor support: assist advisors with sales support related needs at the direction of the wealth management leadership team
• Collaborate with other departments within CAPTRUST on sales enablement content, advisor onboarding and operations

Qualifications

Minimum Qualifications:

• 3 to 5 years of relevant financial services industry
• Prior experience in a relationship manager, business development, or sales support role
• Solid understanding of the wealth management and retirement plan consulting space
• High degree of proficiency in Microsoft products, including Word, Excel, PowerPoint, Dynamics 365, and Teams
• Familiarity with Fidelity, Schwab, Smart Asset, and TDA platforms preferred

Desired Qualifications/Skills:

• Critical thinking to uncover strategic opportunities to engage business partners
• Self-starter with the ability to work independently and within a collaborative environment
• Ability to work autonomously to build relationships in an entrepreneurial environment
• An individual that can be coached and has a desire to learn
• Ability to maintain a high level of professionalism
• Excellent interpersonal and written communication skills
• Works well in deadline-driven environment and stressful situations
• Ability to work on multiple projects with simultaneous deadlines
• Maintains an extreme attention to detail, organized, and accountable

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

OR

4200 West 115th Street #210 | Leawood, KS 66211

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

This position will remain open until filled.