-
Partner Relationship Manager, Lead
2 days ago
Booz Allen Hamilton Bethesda, United States Full timePartner Relationship Manager, Lead Key Role: · Lead a portfolio of high profile technology corporate partners. Integrate the partner offerings into the firm's existing business development pipeline and work with our business sectors to identify key opportunities to pursue toget ...
-
Relationship Manager
3 weeks ago
UNITED NEGRO COLLEGE FUND Washington, United StatesJob Description · Job DescriptionJob Title: Relationship Manager · Department: Scholarship and Programs-Fidelity Scholars Program · Reports To: Director, Program Management · FLSA Status: Exempt · Band: C1 · Job Description · The Relationship Manager is responsible for organizin ...
-
Business Relationship Manager
3 weeks ago
WilmerHale Washington, United States Full time/RegularJob Description WilmerHale is a leading, full-service international law firm with 1,000 lawyers located throughout 12 offices in the United States, Europe and Asia. Our lawyers work at the intersection of government, technology and business, and we remain committed to our guidin ...
-
Client Relationship Manager
2 days ago
Choctaw Global Washington, United StatesJOB SUMMARY/OBJECTIVE: · At the forefront of Choctaw Global's growth trajectory, the Client Relationship Manager leverages market insights to uncover lucrative opportunities and establish impactful connections with partners and stakeholders. Strategic prowess and collaborative sp ...
-
Relationship Manager
1 week ago
Principal Financial Group Bethesda, United StatesWhat You'll Do: · In our Customer Care area, the **Relationship Manager** develops deep relationships with advisors, plan sponsors, and third-party administrators that are in our 10M - 200M market space in Bethesda, MD or D.C. area. This role is the strategic partner to our clien ...
-
Senior Commercial Relationship Manager
1 week ago
Wells Fargo Bethesda, United StatesAbout this role: · Wells Fargo is seeking an experienced Commercial Relationship Manager to join the DMV (D.C., MD, VA) team in our Middle Market Client Coverage business. Learn more about the career areas and lines of business at . · In this role, you will: · Employ customer co ...
-
Partner Relationship Manager, Lead
5 days ago
Booz Allen Hamilton Bethesda, United StatesLead a portfolio of high profile technology corporate partners. Integrate the partner offerings into the firms existing business development pipeline and work with our business sectors to identify key opportunities to pursue together. Develop and ex Relationship Manager, Relation ...
-
Experienced Dealer Relationship Manager
2 days ago
Credito Real USA Finance Bethesda, United StatesPOSITION SUMMARY · We are one of the nation's top automobile loan providers and we are searching for ambitious, highly personable Area Sales Managers(Bilingual Spanish) to help us expand our dealer base. This means partnering closely with our current dealer partners and acquirin ...
-
C&I Relationship Manager
4 days ago
Capital Bank MD Washington, United States Full timeAbout Us · Capital Bank is headquartered in Maryland, serving our communities since 1999. We offer commercial and consumer banking services to clients in the DC metro area, alongside two nation-wide lending brands; Capital Bank Home Loans and OpenSky, a credit card division that ...
-
Customer Relationship Management
3 weeks ago
University of the District of Columbia Washington, United StatesNumber of Vacancies: 1 · Area of Consideration: Open To The Public · Position Status: Full-Time, Regular · Pay Plan, Series & Grade: DS0058/5 · Salary Range: Up to $93,954 · Closing Date: Open Until Filled · Location: 4200 Connecticut Ave NW, Washington, DC 20008 · Brief Descript ...
-
Relationship Manager, Program Services
2 weeks ago
UNCF Washington, United States Regular Full timeJob Title: Relationship Manager · Department: Scholarship and Programs - Program Services · Reports To: Assistant VP, Program Management · JOB DESCRIPTION · The Relationship Manager is responsible for organizing and processing designated corporate scholarship activities that ...
-
Wealth Relationship Manager
3 weeks ago
Obsidian Business Planning Solutions Rockville, United StatesObsidian Planning Solutions, a financial planning firm located in Rockville, MD, is hiring a Senior Relationship Manager for the local office. · OPPORTUNITY: · As our Senior Relationship Manager, you will make connections with people, motivating and inspiring them to achieve re ...
-
Landscape Client Relationship Manager
1 week ago
GreenSweep LLC Silver Spring, United States**Who We Are** · GreenSweep LLC is a landscape contracting firm offering services in design, installation, and maintenance. We provide quality landscape, hardscape, and grounds maintenance services for both commercial and residential properties in the DC/MD/VA area. · **Position ...
-
IT Relationship Manager
1 week ago
The Johns Hopkins University Applied Physics Laboratory Laurel, United StatesDo you have a passion for working in a dynamic environment with ground breaking and varied teams? · Are you a self-starter with an eye for detail who can multi-task? · If so, we're looking for someone like you to join our team at APL · We are seeking an IT Relationship Manager ...
-
Phoenix Industries Fort Totten, United StatesWe are an innovative and successful family-owned company based in Heimsheim near Stuttgart. We develop and produce world-leading 3D printing systems for industrial applications in the dental, jewelry, industrial, and hearing aid industries. · We offer: · * An exciting environment ...
-
AVP, Business Banking Relationship Manager
4 days ago
00002 Citibank, N.A. Washington, United States Full timeThe Business Relationship Manager (BRM) is responsible for proactively sourcing, acquiring, expanding, and retaining customer relationships by maximizing sales opportunities in an assigned Area, growing and retaining a book of business, and ensuring a world-class customer experie ...
-
CACI Washington, United StatesCustomer Relationship Manager- Department of StateJob Category: Information TechnologyTime Type: Full timeMinimum Clearance Required to Start: TS/SCIEmployee Type: RegularPercentage of Travel Required: Up to 25%Type of Travel: Outside Continental US* * *CACI hiring a Customer Rel ...
-
private client relationship manager
3 weeks ago
Citizens Arlington, VA , USA, United StatesDescription · At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll deepen relationships with your clients by collaborating with peers across bank ...
-
Service Relationship Manager
3 weeks ago
CACI Chantilly, United StatesService Relationship Manager (SRM) Job Category: Information Technology Time Type: Full time Minimum Clearance Required to Start: TS/SCI with Polygraph Employee Type: Regular Percentage of Travel Required: None Type of Travel: None * * * The Service Relationship Manager (SRM) lea ...
-
Senior Commercial Relationship Manager
3 weeks ago
Wells Fargo Bethesda, United StatesAbout this role: · Wells Fargo is seeking an experienced Commercial Relationship Manager to join the DMV (D.C., MD, VA) team in our Middle Market Client Coverage business. Learn more about the career areas and lines of business at . · In this role, you will: · Employ customer co ...
Financial Advisor Relationship Manager - Spring, United States - CAPTRUST
Description
Overview:
WHO are we looking for?
An energetic
Financial Advisor Relationship Manager
who will deliver high-level customer service to clients to the firm.
The Financial Advisor Relationship Manager will join an established wealth management and institutional advisory team in providing independent advice and customized service to clients.
Responsibilities:
Job Responsibilities:
Proactively manage, coordinate, gather, and execute projects, requests, reports, due diligence, action items, etc. related to client service, client meetings, and client reviews. Deliver exceptional results to clients and provide comprehensive briefings to senior advisors for delivery.
Responsible for collecting information for financial planning projects and entering information into WealthView/E-Money financial planning software; advise senior advisor on the planning results/outputPrepare for client meetings (solo or with senior advisors) by leveraging centralized resources and expertise to deliver exceptional investment performance, market updates, economic forecasts, and other valuable information to clients.
Attend client meetings as requested by senior advisorsCollaborate with CAPTRUSTs research and trading teams to implement changes, adjustments, rebalancing, recommendations, transitions, etc.
of client portfolios, ensuring optimal performance and client satisfaction.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:5+ years of relevant experienceExceptional proficiency in utilizing Microsoft Office products, enabling efficient and effective work processesFour-year college degree, demonstrating a strong educational foundation and commitment to personal growthDesired Qualifications/Skills:
CFP, CFA or CPA track preferredAbility to review, research, interpret, and discuss investment, financial, macroeconomic and security specific data with Senior Advisors and clientsExcellent communication and presentation skills, ability to communicate information to a financially sophisticated audiencePrioritization skills, multi-task skills, able to manage many time-sensitive tasks simultaneouslyAbility 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. Theres a reason for it; its 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.Employee ownership opportunitiesBrick Bonus success sharing programComprehensive health coverage + Virgin Pulse wellness platform401(k) program with a 5% employer match + financial planning for colleagues
WHERE will you be working?
1725 Hughes Landing Blvd. #880, The Woodlands, TX 77380
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 relationshipsInstinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex informationA strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challengesInherent desire to give back to our communities and enrich the lives of those around usAn other-centered mindsetIntegrity through maintaining objectivityEEO/
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.
CAPTRUST is committed to providing employment opportunities without regard to race, color, age, sex, sexual orientation, familial status, religious creed, national origin, ancestry, medical condition, marital status and registered domestic partner status, citizenship status, military and veteran status, disability, protected medical condition, genetic information, or any other status protected by law.
#J-18808-Ljbffr
