Relationship Management Senior Consultant

Overview

WHO are we looking for?

 

CAPTRUST is seeking a dynamic Relationship Management Senior Consultant who will deliver high-level customer service to clients of the firm. The position is located in Boston, MA. The successful candidate will join an established wealth management 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. Primary responsibilities may include the following, among others:

Responsibilities

• Prepare for client meetings with Senior Advisors by gathering and analyzing client information, coordinating with internal subject matter experts, and developing financial planning recommendations, investment updates, and client presentation materials tailored to clients' needs and objectives
• Coordinate and implement approved planning and investment-related recommendations, including portfolio changes, retirement distribution strategies, charitable gifting initiatives, estate planning coordination, insurance reviews, and other financial planning actions, working closely with clients and internal specialists as needed
• Serve as a primary day-to-day contact for assigned clients, proactively addressing planning-related questions, coordinating follow-up activities, and ensuring timely completion of client requests

 

• Support the preparation and review of tax returns, coordinate estimated tax payments, and provide tax information to outside accountants. Serve as a liaison for the team with other CAPTRUST departments and maintaining rapport with such to ensure high levels of communication, professionalism, and working team environment

Qualifications

Minimum Qualifications:

• Four-year college degree

 

Desired Qualifications/Skills:

• 5+ years of relevant experience
• CPA, CFP or CFP track preferred
• Strong proficiency utilizing Microsoft Office products
• Ability to analyze client financial situations, evaluate planning opportunities, and present clear, actionable recommendations to Senior Advisors and clients across retirement, tax, estate, insurance, and wealth planning disciplines. Excellent communication and presentation skills, ability to communicate information to a financially sophisticated audience
• Ability to build and maintain strong client relationships, demonstrating professionalism, responsiveness, and a client-first approach
• Demonstrated problem-solving skills and the ability to exercise sound judgment when addressing complex planning issues and identifying appropriate solutions
• Ability to manage planning engagements from recommendation through implementation, coordinating with clients, advisors, and external professionals as needed
• Prioritization skills, multi-task skills, able to manage many time-sensitive tasks simultaneously
• Ability to delegate tasks and projects to others within the organization, to follow up as appropriate, and to work in a team environment

 

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)

Compensation range (depending on location and experience): $90,000-$120,000 

 

WHERE will you be working? 

One Liberty Square, 13th Floor | Boston, MA 02109

Hybrid work arrangement following a 90-day introductory period.

 

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.