CAPTRUST · 2 weeks ago
Relationship Management Specialist
Charlotte, NC
Full-time
Onsite
Senior Level
6+ years expCAPTRUST is a wealth management advisory firm seeking a Relationship Management Specialist to deliver high-level customer service to clients. The successful candidate will manage client projects, coordinate meetings, and serve as a liaison with other departments to ensure effective communication and service delivery.
ConsultingCustomer ServiceFinancial ServicesRetirementWealth Management
Hiring Manager
Jeeymi Aguilar Escobar
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 CAPTRUST’s 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
Qualification
Required
Bachelor's degree in a related field (e.g., finance, accounting, tax), or 4+ years of experience at a wealth management or financial planning advisory firm
Proficiency in Word, Excel, PowerPoint, and Outlook
Minimum 6-8 years of experience
Preferred
CFP or CFP track preferred
Ability to review, research, interpret, and discuss investment, financial, macroeconomic and security specific data with Senior Advisors and clients
Excellent communication and presentation skills, ability to communicate information to a financially sophisticated audience
Prioritization skills, multi-task skills, able to manage many time-sensitive tasks simultaneously
Ability to delegate tasks and projects to others within the organization, to follow up as appropriate, and to work in a team environment
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)
Company
CAPTRUST
CAPTRUST Financial Advisors offers wealth management and retirement plan consulting services to individuals.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$312.5MKey Investors
Carlyle Global PartnersGTCR
2023-09-19Private Equity
2020-06-02Private Equity· $312.5M
Leadership Team
J. Fielding Miller
Chairman and CEO
Daniel George
Principal
Recent News
Rochester Business Journal
2025-10-16
Press Telegram
2025-09-21
Morningstar.com
2025-08-26
Company data provided by crunchbase