Associate | Relationship Management

Overview

WHO are we looking for?

 

CAPTRUST is seeking a dynamic Associate | Relationship Management who will deliver high-level service to the firm. The Associate plays a critical role in delivering high-quality client experience by managing client onboarding, supporting financial planning, and ensuring seamless execution of service and operational workflows. This position allows lead advisors to focus on strategy, relationship management, and business development while the Associate owns the execution of day-to-day client processes. A competitive salary is offered for this role as well as expanding responsibilities with a rapidly growing firm. This opportunity is for our Brentwood, TN, office.

Responsibilities

Job Responsibilities:

 

Client Onboarding & Data Management

• Lead the onboarding process for new clients, including distributing client profiles and document requests, managing secure document upload portals, and tracking outstanding items
• Ensure all client data is complete, organized, and ready for planning

Financial Planning Support

• Prepare and maintain core planning inputs, including balance sheets, cash flow data, and assumptions
• Generate draft planning analyses, including scenario modeling and Monte Carlo outputs
• Assist advisors with ongoing updates and refinements to client financial plans

Client Deliverables & Presentation Materials

• Compile and package planning outputs into polished, client-ready deliverables
• Maintain consistent templates and presentation standards
• Support advisors in preparing materials for client meetings and proposals

Client Communication & Coordination

• Serve as a primary point of contact for routine client communication, including scheduling, document follow-ups, and general requests
• Maintain secure communication threads and ensure timely responses
• Track next steps and ensure follow-through on all client action items

Account Opening & Operational Support

• Coordinate account setup and onboarding processes, including Schwab account opening, transfers, banking links, and paperwork completion
• Work with custodians and internal teams to ensure timely execution

CRM & Process Management

• Maintain accurate and organized client records in CRM and shared systems
• Manage client files, notes, and documentation
• Track pipeline status across prospects, onboarding, and active clients

Meeting Preparation & Follow-Up

• Prepare materials and agendas for client meetings
• Capture meeting notes and action items
• Ensure timely execution of post-meeting deliverables and follow-ups

Proposal & New Business Support

• Assist advisors in preparing materials for prospect and proposal meetings
• Gather and organize data required for customized recommendations
• Ensure all materials are prepared and delivered on time

Qualifications

Minimum Qualifications:

• Bachelor’s degree in related field required or equivalent work experience
• 1–4+ years of experience in wealth management, financial planning, or a related field
• Strong organizational and project management skills.
• High attention to detail and accuracy.

Desired Qualifications/Skills:

• Progress toward or interest in the CFA® or CFP® designation.
• Experience with financial planning software and CRM systems.
• Familiarity with Schwab or custodial platforms.
• Client-focused mindset with strong communication skills.
• Ability to manage multiple priorities and workflows simultaneously.
• Strong analytical and problem-solving abilities.
• Proactive and detail-oriented approach to execution.

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 place 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)

WHERE will you be working?

 

5314 Maryland Way #300 | Brentwood, TN 37027

 

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 burning need to improve continuously. Simply put: the difference at CAPTRUST is the quality of our people and the 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 

 

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.

 

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. #associate

 

This position will remain open until filled.