CAPTRUST · 16 hours ago
Senior Consultant Relationship Manager
Greater Indianapolis
Full-time
Onsite
Senior Level
5+ years expCAPTRUST is a wealth management advisory firm seeking an energetic Senior Consultant Relationship Manager to deliver high-level customer service to clients. This role involves managing client projects, preparing for meetings, and assisting in financial planning initiatives.
ConsultingCustomer ServiceFinancial ServicesRetirementWealth Management
Responsibilities
Manage, coordinate, gather, and execute projects, requests, reports, due diligence, action items, etc. related to client service, client meetings, and client reviews. Deliver the results to clients and/or senior advisor(s)
Responsible for collecting information for financial planning projects and entering information into E-Money financial planning software and BNA tax projection software. Communicate findings to senior advisor(s)
Prepare for client meetings (independently or with senior advisors) to deliver investment performance, market updates, economic forecasts, and other topical information to clients
Attend client meetings to take notes and present areas at senior advisor’s discretion
Implement changes, adjustments, rebalancing, recommendations, transitions of client portfolios with CAPTRUST’s research and trading teams
Assist in the implementation of client approved financial planning ideas such as estate planning strategies, charitable gifting initiatives, retirement distribution options, and insurance reviews
Assist in the gathering of information and preparation of individual income tax returns
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
Qualification
Required
5+ years of relevant experience
4-year college degree with preferred studies in Financial Planning, Finance, Accounting or other related fields
Strong proficiency utilizing Microsoft Office products
Preferred
Series 65 or 66 license required and eventually obtaining CFP designation
Ability to review, research, interpret, and discuss investment, financial, macroeconomic and security specific data with Senior Advisors and clients
Excellent communication and presentation skills, ability to communicate information to a financially sophisticated audience
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
Benefits
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)
Company
CAPTRUST
CAPTRUST Financial Advisors offers wealth management and retirement plan consulting services to individuals.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$312.5MKey Investors
Carlyle Global PartnersGTCR
2023-09-19Private Equity
2020-06-02Private Equity· $312.5M
Leadership Team
J. Fielding Miller
Chairman and CEO
Daniel George
Principal
Recent News
Rochester Business Journal
2025-10-16
Press Telegram
2025-09-21
Morningstar.com
2025-08-26
Company data provided by crunchbase