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CAPTRUST · 1 week ago

Wealth Relationship Manager Associate

Greenville, SC

Full-time

Onsite

Entry Level

2+ years exp

CAPTRUST is a wealth management and institutional advisory firm seeking a dynamic Wealth Relationship Manager Associate to provide high-level customer service to clients. The role involves managing client communications, preparing meeting materials, and collaborating with senior advisors to enhance client relationships and service delivery.

ConsultingCustomer ServiceFinancial ServicesRetirementWealth Management

Hiring Manager

Jeeymi Aguilar Escobar

Responsibilities

Assist in managing client, prospect, and COI communications to ensure consistent engagement and relationship growth

Prepare materials and insights for meetings, including investment performance, market updates, and planning recommendations

Participate in client and prospect meetings alongside senior advisors, contributing to discussions and follow-through

Coordinate and execute client service tasks, projects, and action items, ensuring timely delivery and advisor readiness

Gather and input financial data into planning software (WealthView/E-Money), interpret results, and collaborate with the planning team

Implement portfolio changes and meeting outcomes in coordination with research and trading teams; maintain accurate records in CapConnect

Qualification

CFP®CFP® trackFinancial data analysisMicrosoft Office proficiencyInvestment knowledgeClient communicationPrioritization skillsProactive mindsetPresentation skills

Required

2+ Relevant industry experience preferred

Four-year college degree, preferably with an emphasis in Business, Finance or Accounting

Strong proficiency utilizing Microsoft Office products

Ability to review, research, interpret, and discuss investment, financial, macroeconomic and security specific data with Senior Advisors and clients

Excellent communication and presentation skills, with the ability to communicate information to a financially sophisticated audience

Enjoys direct and personal interactions with clients

Prioritization skills, multi-task skills, able to manage many time-sensitive tasks simultaneously

Proactive mindset with a willingness to learn, take initiative, anticipate needs, and contribute ideas that enhance client service and team effectiveness

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

Preferred

CFP® or CFP® track preferred

Benefits

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)