OverviewWHO are we looking for?CAPTRUST is seeking a
Senior Financial Advisor Relationship Manager who will provide high-quality service to new and existing institutional retirement plan and individual wealth clients. The Financial Advisor will have an immediate impact on team productivity, streamlining strategic initiatives, facilitating prospect and client management, as well as collaborating on team objectives between internal and external stakeholders. The ideal candidate will have proven experience in a business management role, with strong customer service skills. A competitive salary is offered for this role as well as excellent career growth potential with an ever-growing firm. Primary responsibilities may include the following, among others:
Responsibilities- Provide an important client-facing role delivering investment reviews and other presentations in-person and virtually
- Expected to be aware and informed of client needs and provide proactive service to clients
- Work 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
- Manage/complete meeting notes, high-level projects and action items post client meeting
- Compile reports, presentations, and spreadsheets for clients that are customized in nature
- Help ensure a high level of client satisfaction and loyalty
- Assist with sales and marketing efforts to create future opportunities with both existing clients and prospects
- Provide educational meetings and individual advice sessions for select clients as needed
- Expected to continue financial education and stay abreast of industry trends and planning topics
QualificationsMinimum Qualifications:
- Minimum 10 years' experience working in client service/relationship management in the investment advisory, money management, or financial services industry
- Excellent written and verbal communication skills
- Series 6, 7, or 65
Desired Qualifications/Skills:
- Excellent communication and presentation skills, ability to communicate information to a technical audience, plan committees, C-suite executives and individual clients.
- Knowledge of institutional retirement plans
- 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:
- 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?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 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
