Wealth Relationship Manager

WHO are we looking for?CAPTRUST is seeking a dynamic and client-focused Wealth Relationship Manager to serve as the primary point of contact for our clients. This role will lead client review meetings, present and update financial plans, and clearly communicate CAPTRUST’s investment philosophy. The ideal candidate is confident, adaptable, and able to engage in discussions across a broad range of financial planning and portfolio management topics. The Financial Advisor Relationship Manager will also handle intermediate to advanced client service tasks with precision and follow-through. This individual will deliver a trusted advisor experience, ensuring clients feel supported and informed every step of the way.ResponsibilitiesSupport senior advisor(s) in managing and growing client relationshipsManage ongoing communications strategy with clients, prospects & COI’s. Work with Senior Advisors to develop an annual plan to execute this strategy, including contact goals and sales goalsPrepare for client & prospect meetings by seeking centralized resources and expertise to deliver investment performance, market updates, economic forecasts, and other topical information to clientsConduct client/prospect meetings solo or with senior advisors, as neededManage, coordinate, gather, and execute projects, requests, reports, due diligence, action items, etc. related to client service, client meetings, and client reviews; deliver the results to clients and/or briefing the senior advisor(s) for deliveryResponsible for collecting information for financial planning projects and entering information into WealthView/E-Money financial planning software; advise senior advisor on the planning results/output. Coordinate with planning team as needed.Handle follow-up from client & prospect meetings; Implement changes, adjustments, rebalancing, recommendations, etc. of client portfolios with CAPTRUST’s research and trading teams. Enter meeting notes in CapConnect.Oversee daily activities including cash sweep, trading, email response, and age-based planning opportunitiesServe 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 environmentQualificationsMinimum Qualifications:8+ years of applicable industry experienceCertified Financial Planner (CFP®) designation or Chartered Financial Analyst (CFA®) or on track to receiveStrong proficiency utilizing Microsoft Office productsFour-year college degree in business, preferably with an emphasis in Finance or Accounting or equivalent work experienceDesired Qualifications/SkillsAbility to review, research, interpret, and discuss investment, financial, macroeconomic and security specific data with Senior Advisors and clientsExcellent communication and presentation skills, ability to communicate information to a financially sophisticated audiencePrioritization skills, multi-task skills, able to manage many time-sensitive tasks simultaneouslyAbility to delegate tasks and projects to others within the organization, to follow up as appropriate, and to work in a team environmentWHAT can you expect from your career at CAPTRUST?Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great place to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.Our Employee Benefits Package shows how much we value our team.Company discretionary bonusHealth, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan termsCompany-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periodsPaid time off (PTO) or Paid Sick Leave (PSL)WHERE will you be working?4200 West 115th Street, Suite 210 | Leawood, KS 66211Due to the nature of the role, this is not a remote or work from home position, however there is flexibility.HOW do we build a world class organization one brick at a time?We make it a priority to hire those who have a commitment to service, a real interest in other people, and a burning need to improve continuously. Simply put: the difference at CAPTRUST is the quality of our people and the depth of our bench. If you are ready to make your mark, we want to talk to you.Are you the next brick?To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:Ability to build successful, collaborative, and trusting relationshipsInstinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex informationA strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challengesInherent desire to give back to our communities and enrich the lives of those around usAn other-centered mindsetIntegrity through maintaining objectivity EEO/Diversity StatementAt CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. #mid-seniorThis position will remain open until filled.