Wealth Relationship Manager Specialist

Overview WHO are we looking for? CAPTRUST seeks a dynamic Wealth Relationship Manager Specialist who will lead and support existing and new client relationships to provide world-class service. Responsibilities Client Facing Responsibilities Prepare and propose items of discussion, financial planning issues, and recommendations for client review meetings Attend or lead client meetings with/without Senior Advisor as appropriate Manage client meeting follow-up items and action items with clients and Senior Advisor if necessary Maintain frequent communications with clients between meetings Assume relationship management responsibilities for existing clients Assist with calendaring of planning exercises and appropriate follow-ups for new clients and existing Financial Planning Effectively use eMoney platform and/or other software tools to create and update financial projections Collaborate with advisor team to develop appropriate financial recommendations for clients Develop and maintain an area of planning expertise – for example: Estate Planning, Insurance, Social Security, etc. Investment Management Effectively communicate our investment strategy and recommendations to clients Work with Senior Advisor to develop suitable portfolio recommendations for individual clients Present with and without Senior Advisor, portfolio recommendations to clients Support advisor team with rebalancing/realignment of portfolios as needed Professional Development Pursue additional qualifications which will continue to build upon the team’s collective expertise. Attend industry conferences related to financial planning and/or investment management to hone skills and stay current with financial education and industry trends. Qualifications Minimum Qualifications Bachelor’s degree or higher CFP® designation or successful completion of the CFP exam 5+ years of relevant work experience Candidate Qualifications Passionate interest in working as part of a team to serve clients’ full range of financial planning needs Team Player mindset and willingness to do whatever is needed, big or small Enjoys direct and personal interactions with clients Interest in longer term firm career advancement opportunity as a Senior Wealth Advisor Desired Qualifications/Skills Excellent written and verbal communication skills Excellent computer skills, including MS Word, Excel, and Outlook Familiarity with Financial Planning Software (eMoney preferred) Well-developed interpersonal skills Exceptional organizational skills Effective time management skills; ability to multi-task in a dynamic environment while prioritizing independent tasks and meeting aggressive deadlines Ability to effectively report to several professionals on a large variety of tasks and manage priorities amid an often-heavy volume of work Benefits Our Employee Benefits Package includes: 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) Location 4208 Six Forks Rd #1700 | Raleigh, NC 27609 EEO/Diversity Statement At 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. This position will remain open until filled. #J-18808-Ljbffr