Wealth Relationship Manager Associate
CAPTRUST
- Dallas, TX
- Permanent
- Full-time
- 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 WealthView/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
- Relevant industry experience preferred
- Strong proficiency utilizing Microsoft Office products
- Four-year college degree in business, preferably with an emphasis in Finance or Accounting
- CFP or CFP track preferred
- 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
- 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
- Employee ownership opportunities
- Brick Bonus success sharing program
- Comprehensive health coverage + Virgin Pulse wellness platform
- 401(k) program with a 5% employer match + financial planning for colleagues
- 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