Wealth Relationship Manager
CAPTRUST - West Des Moines, IA
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WHO are we looking for?CAPTRUST seeks a dynamic Wealth Relationship Manager who will deliver high-level customer service to clients to the firm. The successful candidate will join an established wealth management advisory team in providing independent advice and customized service to clients. A competitive salary is offered for this role as well as expanding responsibilities with a rapidly growing firm.ResponsibilitiesManage, coordinate, gather, and execute projects, requests, reports, due diligence, action items, etc. related to client service, client meetings, and client reviewsCoordinate client meetings and calls to collect information for financial planning projects and input information into financial planning softwarePrepare for client meetings (solo or with senior advisors) by seeking centralized resources and expertise to deliver investment performance, market updates, economic forecasts, and other topical information to clientsImplement changes, adjustments, portfolio rebalance, recommendations, transitions, etc. of client portfolios with CAPTRUST's research and trading teamsPrepare for client meetings (solo or with senior advisors) by seeking centralized resources and expertise to deliver investment performance, market updates, economic forecasts, and other topical information to clientsServe 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:Bachelor's degree required; major in Business Administration, Marketing or Finance preferred or equivalent years of experience3+ years of relevant experienceCFP or required to successfully pass and obtain the Certified Financial Plannerâ„¢ (CFP®) designation within 24 months of hire dateStrong proficiency utilizing Microsoft Office productsDesired Qualifications/SkillsExceptional oral and written communications skillsHigh standard of professionalismLooking to develop a long-term career in the investment/financial services industryAble to work independentlySecurities licenses series 65, 66, 7Strong proficiency in Microsoft Office, especially Microsoft ExcelClient Relationship Management (CRM) software experienceWHAT 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 culture in which 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:Employee ownership opportunitiesBrick Bonus success sharing programComprehensive health coverage + Virgin Pulse wellness platform401(k) program with a 5% employer match + financial planning for colleaguesWHERE will you be working?5745 Raccoon River Drive, Suite 160 | West Des Moines, IA 50266Due 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 passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and 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.CAPTRUST is committed to providing employment opportunities without regard to race, color, age, sex, sexual orientation, familial status, religious creed, national origin, ancestry, medical condition, marital status and registered domestic partner status, citizenship status, military and veteran status, disability, protected medical condition, genetic information, or any other status protected by law. CAPTRUST makes all employment decisions without regard to these protected statuses and does not tolerate harassment or discrimination. #associate
Created: 2024-10-07