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Endowment And Foundation Consultant
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Full-time
- CAPTRUST is seeking an Endowment and Foundation Consultant who will work with one to several financial advisors to service and retain institutional client relationships.
- Deliver exceptional service as part of a team and become a trusted partner to a dedicated Financial Advisor(s) in managing his/her book of business and building client relationships
- In conjunction with Financial Advisor, communicate recommendations and the timeline to all stakeholders
- Assist in the creation of sales presentations such as pitch books and RFP responses for prospective new clients and existing clients
- A minimum of 6+ years experience working in client services for an organization that provides retirement plan services for 401(k), 403(b), Non-Qualified or Defined Benefit plans
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