Retirement Plan Consultant

CAPTRUST is an investment management-advisory firm headquartered in Raleigh, North Carolina.

We provide investment advisory services to retirement plan fiduciaries, endowments and foundations and wealth planning services to executives, business owners, and families.

CAPTRUST operates as one unified practice where the backgrounds and perspectives of all colleagues are collectively leveraged to service our clients beyond expectation.

We are building a world class organization “one brick at a time.

“ Position Overview: CAPTRUST seeks a dynamic Relationship Manager who will provide high-level service to new and existing institutional investors and clients.

A competitive salary is offered for this role as well as excellent career growth potential with an ever-growing firm.

Job Responsibilities: Provide an important client-facing role delivering plan reviews and other presentations in-person in partnership with the Senior Financial Advisor Expected to be aware and informed of client needs and provide proactive service to clients Expected to serve as liaison for the Senior Financial Advisor with all other departments and maintain rapport to ensure high levels of communication, professionalism, and working team environment Provide market overviews, investment performance, and plan/provider topical items for client meetings and as requested by clients and the Senior Advisor Compile reports, presentations, and spreadsheets for clients and advisors that are customized in nature Assist with marketing efforts to create future opportunities Provide educational meetings for a few select clients as needed Expected to continue financial education and stay abreast of industry trends and planning topics Some travel via car/air will be required 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 Minimum Qualifications: Bachelors degree preferred or equivalent experience 3-5 years of applicable industry experience Desired Qualifications/Skills: Excellent communication and presentation skills, ability to communicate information to a technical audience, plan committees, and C-suite executives, etc.

Strong proficiency with Microsoft Office products Strong organizational skills Perks and Other Benefits: Competitive salary Shareholder program 5% 401(k) Match Healthy lifestyle reimbursement Comprehensive Health Coverage Many more… 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.