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Senior Institutional Client Partner
Job in
Raleigh, Wake County, North Carolina, 27601, USA
Listed on 2026-08-12
Listing for:
Captrust
Full Time
position Listed on 2026-08-12
Job specializations:
-
Business
Client Relationship Management
Job Description & How to Apply Below
CAPTRUST seeks an Institutional Client Management Consultant to service and retain institutional client relationships in Raleigh, NC. You will work with one or more financial advisors to oversee plan provisions, investments, and day-to-day service needs.
Ideal candidates have 6+ years in retirement plan client services, strong CRM and MS Office skills, and experience with ERISA guidelines. This is an on-site role with opportunities to collaborate across teams and vendors.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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