Apply on Employer Site

CAPTRUST · 3 weeks ago

Institutional Senior Relationship Manager Associate

US-TX-Austin

Full-time

Onsite

Mid, Senior Level

$100K/yr - $110K/yr

3+ years exp

CAPTRUST is a financial services firm seeking a dynamic Institutional Senior Relationship Manager Associate who will provide high-level advisory service to institutional investors and clients. The role involves delivering plan reviews, maintaining client communication, assisting with practice management, and providing educational meetings for clients.

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

Client relationship managementFinancial services experienceMicrosoft Office proficiencyCommunication skillsOrganizational skills

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)