Wealth Relationship Manager Associate

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.Assist in managing client, prospect, and COI communications to ensure consistent engagement and relationship growthPrepare materials and insights for meetings, including investment performance, market updates, and planning recommendationsParticipate in client and prospect meetings alongside senior advisors, contributing to discussions and follow-throughCoordinate and execute client service tasks, projects, and action items, ensuring timely delivery and advisor readinessGather and input financial data into planning software (WealthView/E-Money), interpret results, and collaborate with the planning teamImplement portfolio changes and meeting outcomes in coordination with research and trading teams; maintain accurate records in CapConnectMinimum Qualifications:2+ Relevant industry experience preferredFour-year college degree, preferably with an emphasis in Business, Finance or AccountingDesired Qualifications/Skills:CFP® or CFP® track preferredStrong proficiency utilizing Microsoft Office productsAbility to review, research, interpret, and discuss investment, financial, macroeconomic and security specific data with Senior Advisors and clientsExcellent communication and presentation skills, with the ability to communicate information to a financially sophisticated audienceEnjoys direct and personal interactions with clientsPrioritization skills, multi-task skills, able to manage many time-sensitive tasks simultaneouslyProactive mindset with a willingness to learn, take initiative, anticipate needs, and contribute ideas that enhance client service and team effectivenessWHAT 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 bonusHealth, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan termsCompany-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periodsPaid time off (PTO) or Paid Sick Leave (PSL)WHERE will you be working?1116 South Main St |Greenville, SC 29601Due to the nature of the role, this is not a remote or work from home position. #LI-OnsiteHOW 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 relationshipsInstinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex informationA strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challengesInherent desire to give back to our communities and enrich the lives of those around usAn other-centered mindsetIntegrity through maintaining objectivityEEO/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. #associateThis position will remain open until filled.

Created: 2025-11-15