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Wealth Relationship Manager

1 month ago

West Des Moines Iowa, United States CAPTRUST Full time
About the Role

CAPTRUST is seeking a highly skilled Wealth Relationship Manager to join our team. As a key member of our wealth management advisory team, you will be responsible for delivering exceptional client service and building strong relationships with our clients.

Key Responsibilities
  • Manage and coordinate client projects, requests, and reports to ensure timely and accurate delivery.
  • Coordinate client meetings and calls to gather information for financial planning projects and input data into financial planning software.
  • Prepare for client meetings by seeking centralized resources and expertise to deliver investment performance, market updates, economic forecasts, and other topical information.
  • Implement changes, adjustments, and portfolio rebalances for client portfolios in collaboration with CAPTRUST's research and trading teams.
  • Serve as a liaison between the team and other CAPTRUST departments to ensure high levels of communication, professionalism, and teamwork.
Requirements
  • Bachelor's degree in Business Administration, Marketing, or Finance, or equivalent years of experience.
  • 3+ years of relevant experience in client service, financial services, or a related field.
  • CFP or ability to obtain the Certified Financial Planner designation within 24 months of hire date.
  • Strong proficiency in Microsoft Office products, particularly Microsoft Excel.
  • Desired qualifications include exceptional oral and written communication skills, a high standard of professionalism, and a strong desire to develop a long-term career in the investment/financial services industry.
About CAPTRUST

CAPTRUST is a leading wealth management advisory firm committed to building a diverse workforce and inclusive work environment. We value our colleagues and strive to create a culture that promotes growth, teamwork, and exceptional client service.

Benefits
  • Employee ownership opportunities.
  • Comprehensive health coverage and wellness platform.
  • 401(k) program with a 5% employer match and financial planning for colleagues.