Relationship Management Consultant

Relationship Management Consultant

A dynamic, energetic Relationship Management Consultant who will deliver high-level customer service to clients to the firm. The successful candidate will join an established wealth management and institutional 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.

• Deliver high-level customer service in a team-oriented environment; continuously working to create better client experience
• Manage, coordinate, gather, and execute projects, requests, reports, due diligence, action items, etc. related to client service, client meetings, and client reviews; deliver the results to clients and/or briefing the senior advisor(s) for delivery
• Responsible for collecting information for financial planning projects and entering information into Wealth View/E-Money financial planning software; advise senior advisor on the planning results/output
• Prepare 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 clients
• Implement changes, adjustments, rebalancing, recommendations, transitions, etc. of client portfolios with CAPTRUST's research and trading teams
• Serve 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 environment

Minimum Qualifications:

• 5+ years of professional experience in wealth management or relationship management
• Certified Financial Planner (CFP) designation, CFP track, or desire to obtain
• Strong proficiency utilizing Microsoft Office products
• Four-year college degree in business, preferably with an emphasis in Finance or Accounting

Desired Qualifications/

Skills:

• Ability to review, research, interpret, and discuss investment, financial, macroeconomic and security specific data with Senior Advisors and clients
• Excellent communication and presentation skills, ability to communicate information to a financially sophisticated audience
• Experience with Registered Investment Advisors
• Prioritization skills, multi-task skills, able to manage many time-sensitive tasks simultaneously
• Ability to delegate tasks and projects to others within the organization, to follow up as appropriate, and to work in a team environment
• Aspirations to engage in client prospecting to contribute to growth and expansion of the client base

Our Employee Benefits Package shows how much we value our team.

• Employee ownership opportunities
• Brick Bonus success sharing program
• Comprehensive health coverage + Personify Health wellness platform
• 401(k) program with a 5% employer match + financial planning for colleagues

Salary Range: $84,000 - $102,000 with experience & credentials

30 East 7th Street, Suite 3050 | St. Paul, MN 55101

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

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.

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.