Strategic Institutional Advisor & Relationship Lead
Listed on 2026-10-06
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Finance & Banking
Financial Advisor / Consultant
CAPTRUST seeks a dynamic Financial Advisor Relationship Manager to provide high-level service to institutional investors and clients. The role includes delivering plan reviews and presentations in partnership with the Senior Financial Advisor.
You will support client needs with proactive service, coordinate with multiple departments, assist marketing efforts, and conduct educational meetings for plan participants once licensed.
This opportunity is for the Strategic Institutional Advisor & Relationship Lead role at CAPTRUST.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Denver, CO, United States.
This opportunity is part of our work in Marketing & Media, Sales.
The advertised compensation is 90..
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
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