Wealth Relationship Manager

Captrust • Overland Park, KS

2d • Onsite

About The Position

CAPTRUST is seeking a dynamic and client-focused Wealth Relationship Manager to serve as the primary point of contact for our clients. This role will lead client review meetings, present and update financial plans, and clearly communicate CAPTRUST’s investment philosophy. The ideal candidate is confident, adaptable, and able to engage in discussions across a broad range of financial planning and portfolio management topics. The Financial Advisor Relationship Manager will also handle intermediate to advanced client service tasks with precision and follow-through. This individual will deliver a trusted advisor experience, ensuring clients feel supported and informed every step of the way.

Requirements

• 8+ years of applicable industry experience
• Certified Financial Planner (CFP®) designation or Chartered Financial Analyst (CFA®) or on track to receive
• Strong proficiency utilizing Microsoft Office products
• Four-year college degree in business, preferably with an emphasis in Finance or Accounting or equivalent work experience

Nice To Haves

• 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

Responsibilities

• Support senior advisor(s) in managing and growing client relationships
• Manage ongoing communications strategy with clients, prospects & COI’s. Work with Senior Advisors to develop an annual plan to execute this strategy, including contact goals and sales goals
• Prepare for client & prospect meetings by seeking centralized resources and expertise to deliver investment performance, market updates, economic forecasts, and other topical information to clients
• Conduct client/prospect meetings solo or with senior advisors, as needed
• 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. Coordinate with planning team as needed.
• Handle follow-up from client & prospect meetings; Implement changes, adjustments, rebalancing, recommendations, etc. of client portfolios with CAPTRUST’s research and trading teams. Enter meeting notes in CapConnect.
• Oversee daily activities including cash sweep, trading, email response, and age-based planning opportunities
• 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

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)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level