Senior Institutional Relationship Management Associate

Overview

WHO are we looking for?

CAPTRUST seeks a dynamic Senior Institutional Relationship Management Associate who will provide high-level service to new and existing institutional retirement plan clients. A competitive salary is offered for this role as well as excellent career growth potential with an ever-growing firm.

Responsibilities

• Client Engagement & Presentations: Serve in a critical client-facing role by delivering plan reviews and other presentations—often in partnership with a Senior Financial Advisor. Confidently lead meetings independently as needed.
• Proactive Client Service: Stay informed on client needs, anticipate concerns, and provide proactive, high-quality support to retirement plan sponsors.
• Cross-Department Liaison: Act as the bridge between the Senior Financial Advisor and other internal teams. Maintain strong rapport, communicate clearly, and foster a positive, team-oriented collaborative environment.
• Marketing & Business Development Support: Assist with marketing initiatives to cultivate new client opportunities and contribute to the team’s overall growth strategy.
• Continuous Learning: Remain current on industry trends, planning topics, and best practices. Embrace ongoing education and development opportunities.

Qualifications

Minimum Qualifications:

• Minimum 3 years’ experience working in client service/relationship management in the retirement plan recordkeeping, investment advisory, or financial services industry
• Excellent written and verbal communication skills
• Detail oriented and passion for service
• Series 6, 7, or 65 preferred or must obtain within 90 days of start date.

Desired Qualifications/Skills:

• Excellent communication and presentation skills, ability to communicate information to a technical audience, retirement plan and/or investment committees, and C-suite executives, etc.
• Strong proficiency with Microsoft Office products
• Strong organizational skills

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.

• 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?

2500 Northwinds Pkwy, Suite 250 | Alpharetta, GA 30009

Or

1116 South Main Street | Greenville, SC 29601

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

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. #mid-senior

This position will remain open until filled.