Institutional Client Management Consultant - CAPTRUST

WHO are we looking for?

CAPTRUST is seeking a Institutional Client Management Consultant who will work with several financial advisors to service and retain institutional client relationships. These relationships may consist of corporate and public retirement plans, endowments, foundations, high net worth families, and other institutional asset pools. Points of contact include Board and Committee members, staff, as well as 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. Primary responsibilities may include the following, among others:

• Deliver exceptional service as part of a team 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/investment policy statements, asset allocation analysis, investment manager/structure analysis, transactions, and other deliverables
• Assist with 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

Minimum Qualifications:

• A minimum of 6+ years’ experience working in client services for an organization that provides services for 401(k), 403(b), Non-Qualified or Defined Benefit plans and/or endowments and foundations
• Understanding of retirement plans and/or endowments and foundations from an operational, record-keeping, and investment perspective
• Proficiency in navigating CRM systems and MS Office Suite

Desired Qualifications/Skills:

• Working knowledge of Microsoft Excel, Word, PowerPoint, Teams, and Outlook.
• 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/or a total portfolio investment structure
• Experience working with financial advisors

WHAT 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:

• Employee ownership opportunities
• Brick Bonus success sharing program
• Comprehensive health coverage + Virgin Pulse wellness platform
• 401(k) program with a 5% employer match + financial planning for colleagues

WHERE will you be working?

We have openings in the following CAPTRUST office locations:

33 W Monroe #1000 | Chicago, IL 60603

or 

4208 Six Forks Rd #1700 | Raleigh, NC 27609

or

15 Independence Boulevard | Warren, NJ 07059

Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite

HOW 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 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.

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. #mid-senior