Institutional Client Management Consultant

Responsibilities

• Deliver exceptional service as part of a team and become a trusted partner to a dedicated Financial Advisor(s) in managing his/her book of business and building client relationships.
• Aid in the retention of existing client relationships by working with internal business partners to address all client questions, requests, and day-to-day service needs; inclusive but not limited to assistance with plan provisions, investments, transactions, and deliverables.
• Assist with new or existing client conversion/transition process by coordinating the efforts of internal (research, operations, marketing, and participant education) and external business partners. In conjunction with the Financial Advisor, communicate recommendations and the timeline to all stakeholders.
• Assist in the creation of sales presentations such as pitch books and RFP responses for prospective new clients and existing clients.
• Develop, compile, and ensure accuracy of quarterly and ad-hoc/client specific reports, spreadsheets, and presentations with minimum supervision, while also overseeing the critical maintenance of client files and records.
• Build and strengthen relationships with external business partners such as custodians, recordkeepers, third party administrators, and investment managers to facilitate efficient and accurate execution of any objectives for our shared clients.

• A minimum of 6+ years experience working in client services for an organization that provides retirement plan services for 401(k), 403(b), Non‑Qualified or Defined Benefit plans.
• Understanding of retirement plans from an operational, record‑keeping, and investment perspective.
• Proficiency in navigating CRM systems and MS Office Suite.

• Working knowledge of ERISA guidelines and regulations.
• Understanding of the various levels of investments including the fund managers and associated expenses; furthermore, how they fit into a plan's fund line‑up and impact the plan participants.
• Experience working with financial advisors.

• 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).

We have openings in the following CAPTRUST office locations:

• 4208 Six Forks Rd #1700 | Raleigh, NC 27609
• 222 S. Main St #220 | Akron, OH 44308

Due to the nature of the role, this is not a remote or work-from-home position, however there is flexibility.

• Ability to build successful, collaborative, and trusting relationships.
• Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information.
• A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges.
• Inherent desire to give back to our communities and enrich the lives of those around us.
• An other-centered mindset.
• Integrity through maintaining objectivity.

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.