Wealth Client Management Consultant

Captrust is seeking a Wealth Client Management Consultant who will work with one to several financial advisors to service and retain wealth client relationships. The Client Management Consultant uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Financial Advisors in providing excellent client service to individual investors and families. The candidate also recommends solutions to moderately complex problems with extensive contact with Financial Advisors, internal business partners, and operational teams at various custodians.

• Builds relationships with Financial Advisors, internal and external business partners, and clients by delivering exceptional proactive service
• Services existing client relationships (including calling, meeting, corresponding, and addressing requests as well as processing money and asset movements, and trade flow requests) with the highest level of service and prompt follow‑up with the client
• Prepares and provides documentation and materials required for client calls and visits
• May participate in investment reviews and annual reviews
• Onboards new client relationships through correspondence, reports, new account paperwork, and advisory agreements
• Works with Financial Advisors and internal business partners to determine best methods to resolve issues and ensure client satisfaction in a courteous and professional manner while upholding our CAPTRUST culture
• Organize and maintain client records in accordance with CAPTRUST, industry, and regulatory compliance
• Performs other duties and special projects as required, including firm‑wide initiatives

• Minimum 5 years of experience working in a Client Service role in the brokerage, investment advisory or financial services environment
• Completion of a four‑year college degree from an accredited college or equivalent work experience

• Advanced proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and PDF Editor
• Ability to navigate spreadsheets
• Excellent math skills and the ability to quickly grasp financial and investment concepts
• Positive attitude and a team player
• Organizational and prioritization skills; ability to manage time‑sensitive tasks simultaneously
• Analytical thinker and problem solver
• Energized by change and ability to think “outside the box” regarding process improvement
• Flexibility to handle changing priorities, pressure, and short deadlines
• Self‑motivated; ability to work well independently and with others
• A high standard of professionalism
• Proactive in task follow‑up, stay ahead of deadlines, excellent time‑management skills
• Exceptional written and verbal communication skills

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.

• 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) s.
• Salary Range: $80,000 - $95,000.

9892 Rosemont Ave #100 | Lone Tree, CO 80124

Due to the nature of the role, this is not a remote or work‑from‑home position.

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.

• Ability to build successful, collaborative, and trusting relationships
• Instinctive aptitude for consistently…