Wealth Relationship Manager Associate

Overview

WHO are we looking for?

A dynamic, energetic Wealth Relationship Manager Associate 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.

Responsibilities

• Assist in managing client, prospect, and COI communications to ensure consistent engagement and relationship growth
• Prepare materials and insights for meetings, including investment performance, market updates, and planning recommendations
• Participate in client and prospect meetings alongside senior advisors, contributing to discussions and follow-through
• Coordinate and execute client service tasks, projects, and action items, ensuring timely delivery and advisor readiness
• Gather and input financial data into planning software (WealthView/E-Money), interpret results, and collaborate with the planning team
• Implement portfolio changes and meeting outcomes in coordination with research and trading teams; maintain accurate records in CapConnect

Qualifications

Minimum Qualifications:

• 2+ Relevant industry experience preferred
• Four-year college degree, preferably with an emphasis in Business, Finance or Accounting

Desired Qualifications/Skills:

• CFP® or CFP® track preferred
• Strong proficiency utilizing Microsoft Office products
• Ability to review, research, interpret, and discuss investment, financial, macroeconomic and security specific data with Senior Advisors and clients
• Excellent communication and presentation skills, with the ability to communicate information to a financially sophisticated audience
• Enjoys direct and personal interactions with clients
• Prioritization skills, multi-task skills, able to manage many time-sensitive tasks simultaneously
• Proactive mindset with a willingness to learn, take initiative, anticipate needs, and contribute ideas that enhance client service and team effectiveness

WHAT can you expect from your career at CAPTRUST?

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.

Our Employee Benefits Package shows how much we value our team. Some benefits include:

• 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)

WHERE will you be working?

1116 South Main St |Greenville, SC 29601

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

HOW do we build a world class organization one brick at a time?

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.

Are you the next brick? 

To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:  

• 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 

EEO/Diversity Statement:

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. #associate

This position will remain open until filled.