Institutional Relationship Management Consultant

Captrust•Greenville, GA

4d•Onsite

About The Position

CAPTRUST seeks a dynamic Institutional Relationship Management Consultant 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)
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