CAPTRUST · 2 days ago
Institutional Financial Advisor Relationship Manager
Austin, TX
Full-time
Onsite
Mid Level
$100K/yr - $110K/yr
3+ years expCAPTRUST is seeking a dynamic Institutional Financial Advisor Relationship Manager to provide high-level advisory services to institutional investors and clients. The role involves client-facing responsibilities, practice management, and marketing efforts to enhance client relationships and service delivery.
ConsultingCustomer ServiceFinancial ServicesRetirementWealth Management
Responsibilities
Provide an important client-facing role delivering plan reviews and other presentations in partnership with the Senior Financial Advisor
Expected to be aware and informed of client needs and provide proactive service to clients
Expected to assist with practice management and serve as a liaison for the Senior Financial Advisor with internal departments to ensure client needs and projects are fulfilled
Assist with marketing efforts to create future opportunities
Provide educational meetings for clients as needed
Maintain high levels of communication, professionalism, and working team environment
Expected to continue financial education and stay abreast of industry trends and planning topics
Qualification
Required
Minimum 3+ years' experience working in client service/relationship management in the investment advisory, money management, or financial services industry
Excellent written and verbal communication skills
Preferred
Excellent communication and presentation skills, ability to communicate information to a technical audience, retirement plan and/or investment committees, and C-suite executives, etc
Strong proficiency with Microsoft Office products
Strong organizational skills
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
H1B Sponsorship
CAPTRUST has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2023 (3)
2022 (1)
2021 (1)
2020 (1)
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