Associate | Relationship Management

WHO are we looking for?CAPTRUST is seeking a dynamic Associate | Relationship Management who will deliver high-level service to the firm. The Associate plays a critical role in delivering high-quality client experience by managing client onboarding, supporting financial planning, and ensuring seamless execution of service and operational workflows. This position allows lead advisors to focus on strategy, relationship management, and business development while the Associate owns the execution of day-to-day client processes. A competitive salary is offered for this role as well as expanding responsibilities with a rapidly growing firm. This opportunity is for our Brentwood, TN, office.Responsibilities Job Responsibilities: Client Onboarding & Data ManagementLead the onboarding process for new clients, including distributing client profiles and document requests, managing secure document upload portals, and tracking outstanding itemsEnsure all client data is complete, organized, and ready for planningFinancial Planning SupportPrepare and maintain core planning inputs, including balance sheets, cash flow data, and assumptionsGenerate draft planning analyses, including scenario modeling and Monte Carlo outputsAssist advisors with ongoing updates and refinements to client financial plansClient Deliverables & Presentation MaterialsCompile and package planning outputs into polished, client-ready deliverablesMaintain consistent templates and presentation standardsSupport advisors in preparing materials for client meetings and proposalsClient Communication & CoordinationServe as a primary point of contact for routine client communication, including scheduling, document follow-ups, and general requestsMaintain secure communication threads and ensure timely responsesTrack next steps and ensure follow-through on all client action itemsAccount Opening & Operational SupportCoordinate account setup and onboarding processes, including Schwab account opening, transfers, banking links, and paperwork completionWork with custodians and internal teams to ensure timely executionCRM & Process ManagementMaintain accurate and organized client records in CRM and shared systemsManage client files, notes, and documentationTrack pipeline status across prospects, onboarding, and active clientsMeeting Preparation & Follow-UpPrepare materials and agendas for client meetingsCapture meeting notes and action itemsEnsure timely execution of post-meeting deliverables and follow-upsProposal & New Business SupportAssist advisors in preparing materials for prospect and proposal meetingsGather and organize data required for customized recommendationsEnsure all materials are prepared and delivered on timeQualificationsMinimum Qualifications:Bachelor’s degree in related field required or equivalent work experience1–4+ years of experience in wealth management, financial planning, or a related fieldStrong organizational and project management skills.High attention to detail and accuracy.Desired Qualifications/SkillsProgress toward or interest in the CFA® or CFP® designation.Experience with financial planning software and CRM systems.Familiarity with Schwab or custodial platforms.Client-focused mindset with strong communication skills.Ability to manage multiple priorities and workflows simultaneously.Strong analytical and problem-solving abilities.Proactive and detail-oriented approach to execution.WHAT 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. Some benefits include: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)WHERE will you be working?5314 Maryland Way #300 | Brentwood, TN 37027Due to the nature of the role, this is not a remote or work from home position.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. #associateThis position will remain open until filled.