Job Description

CAPTRUST is an investment management-advisory firm headquartered in Raleigh, North Carolina. We provide investment advisory services to retirement plan fiduciaries, endowments and foundations and wealth planning services to executives, business owners, and families.

CAPTRUST operates as one unified practice where the backgrounds and perspectives of all colleagues are collectively leveraged to service our clients beyond expectation.  We are building a world class organization “one brick at a time. “

POSITION OVERVIEW:

We are seeking a full-time Client Management Consultant (CMC) to work with one to several financial advisors to service and retain institutional client relationships. These relationships may consist of corporate retirement plan investment committees, human resource or employee benefit contacts, and external vendor partners. The candidate must maintain the highest professional and ethical standards, be well-organized, service- oriented, and capable of performing under tight deadlines. We have a vacancy for either our Raleigh, NC or Allentown, PA office locations.

JOB RESPONSIBILITIES:

• Deliver exceptional service and become a trusted partner to a dedicated Financial Advisor(s) in managing his/her book of business and building client relationships.
• Aid in the retention of existing client relationships by working with internal business partners to address all client questions, requests, and day to day service needs; inclusive but not limited to assistance with plan provisions, investments, transactions, and deliverables.
• Manage the new or existing client conversion/transition process by coordinating the efforts of internal (research, operations, marketing, and participant education) and external business partners. In conjunction with Financial Advisor, communicate recommendations and the timeline to all stakeholders.
• Assist in the creation of sales presentations such as pitch books and RFP responses for prospective new clients and existing clients.
• Develop, compile, and ensure accuracy of quarterly and ad-hoc/client specific reports, spreadsheets, and presentations with minimum supervision, while also overseeing the critical maintenance of client files and records.
• Build and strengthen relationships with external business partners such as custodians, recordkeepers, third party administrators, and investment managers to facilitate efficient and accurate execution of any objectives for our shared clients.

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
• Has 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
• Possess a strong desire to give back to our communities and enrich the lives of those around us
• Emulates an other’s centered mindset
• Applies integrity through maintaining objectivity

MINIMUM QUALIFICATIONS:

• Completion of a four-year college degree
• A minimum of 4+ years’ experience working in client services for an organization that provides retirement plan services for 401(k), 403(b), Non-Qualified or Defined Benefit plans
• Understanding of retirement plans from an operational, record-keeping, and investment perspective
• Proficiency in navigating CRM systems and MS Office Suite

DESIRED QUALIFICATIONS/SKILLS:

• Working knowledge of ERISA guidelines and regulations
• Comprehension of the qualitative and quantitative aspects of various types of investments including mutual funds, separate accounts, alternatives, and private equities
• Understanding of the various levels of investments including the fund managers and associated expenses; furthermore, how they fit into a plan’s fund line-up and impact the plan participants
• Experience working with financial advisors

PERKS AND OTHER BENEFITS:

Competitive salary

Shareholder program

5% 401(k) Match

Healthy lifestyle reimbursements

Comprehensive Health Coverage + Healthy Lifestyle Reimbursement

• Many more…

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.

CAPTRUST is committed to provide 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.