Institutional Client Management Consultant

Responsibilities

• Deliver exceptional service as part of a team and become a trusted partner to a dedicated Financial Advisor(s) in managing the 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; including assistance with plan provisions, investments, transactions, and deliverables.
• Assist with new or existing client conversion/transition processes by coordinating the efforts of internal (research, operations, marketing, and participant education) and external business partners. In conjunction with the Financial Advisor, communicate recommendations and timelines 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 minimal supervision, while overseeing the maintenance of client files and records.
• Build and strengthen relationships with external partners (custodians, recordkeepers, third-party administrators, and investment managers) to facilitate execution of objectives for shared clients.

CAPTRUST is seeking an Institutional Client Management Consultant who will work with one to several financial advisors to service and retain institutional client relationships. Relationships may include corporate retirement plan investment committees, HR or employee benefit contacts, and external vendor partners. The candidate must maintain high professional and ethical standards, be well-organized, service-oriented, and capable of performing under tight deadlines. Primary responsibilities may include the following, among others.

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

• Working knowledge of ERISA guidelines and regulations.
• Understanding of investment fund managers, expenses, and how they fit into a plan's fund lineup and impact participants.
• Experience working with financial advisors.

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 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)

We have openings in the following CAPTRUST office locations:

• 4201 Congress St #160 | Charlotte, NC 28209
• 4208 Six Forks Rd #1700 | Raleigh, NC 27609
• 4200 West 115th St #210 | Leawood, KS 66211

Due to the nature of the role, this is not a remote or work-from-home position; however, there is flexibility.

We hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. The CAPTRUST difference 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
• 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

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…