Financial Advisor Relationship Manager

Captrust • Greenville, GA

1d • Onsite

About The Position

CAPTRUST seeks a dynamic Financial Advisor Relationship Manager who will provide high-level service to new and existing institutional retirement plan clients. A competitive salary is offered for this role as well as excellent career growth potential with an ever-growing firm.

Requirements

• Minimum 5 years’ experience working in client service/relationship management in the retirement plan recordkeeping, investment advisory, or financial services industry
• Excellent written and verbal communication skills
• Detail oriented and passion for service
• Series 6, 7, or 65 preferred or must obtain within 90 days of start date.

Nice To Haves

• Excellent communication and presentation skills, ability to communicate information to a technical audience, retirement plan and/or investment committees, and C-suite executives, etc.
• Strong proficiency with Microsoft Office products
• Strong organizational skills

Responsibilities

• Client Engagement & Presentations: Serve in a critical client-facing role by delivering plan reviews and other presentations—often in partnership with a Senior Financial Advisor. Confidently lead meetings independently as needed.
• Proactive Client Service : Stay informed on client needs, anticipate concerns, and provide proactive, high-quality support to retirement plan sponsors.
• Cross-Department Liaison: Act as the bridge between the Senior Financial Advisor and other internal teams. Maintain strong rapport, communicate clearly, and foster a positive, team-oriented collaborative environment.
• Marketing & Business Development Support : Assist with marketing initiatives to cultivate new client opportunities and contribute to the team’s overall growth strategy.
• Continuous Learning: Remain current on industry trends, planning topics, and best practices. Embrace ongoing education and development opportunities.

Benefits

• 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)
• fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed