CAPTRUST is seeking an Account Manager. The Account Manager is responsible for building and maintaining relationships with clients, ensuring that they receive a high level of service and are satisfied with the products or services provided. They work closely with other members of the firm to develop and implement strategies to increase engagement and make awareness of the benefits being offered by the client. The Account Manager will work closely with internal partners to ensure that all parties are communicated with, and that the client has a seamless delivery of services.

• Building and maintaining strong relationships with clients
• Understanding client needs and goals
• Developing strategies to meet those needs and goals
• Communicating regularly with clients to keep them informed of progress
• Managing client expectations
• Identifying opportunities for growth within existing accounts
• Collaborating with internal teams to ensure seamless delivery of services

Minimum Qualifications:

• 4 years of related industry experience; retirement plans and relationship management
• Professional License/Certification required (65, 6, or 7)

Desired Qualifications/Skills:

• Strong relationship building and interpersonal communication skills to include comfortability with public speaking 
• Ability to manage multiple tasks, adapt to changing priorities, meeting deadlines and managing expenses
• Exhibit analytical, critical thinking and problem-solving skills
• Proficient in Microsoft Office including Microsoft Excel, Word, PowerPoint in addition to Access, GAP analysis tools and vendor website navigation
• 4-year college degree (preferred but not required)

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 culture in which 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:

• Employee ownership opportunities
• Brick Bonus success sharing program
• Comprehensive health coverage + Virgin Pulse wellness platform
• 401(k) program with a 5% employer match + financial planning for colleagues

WHERE will you be working?

Remote or Any CAPTRUST Office Location 

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

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. CAPTRUST makes all employment decisions without regard to these protected statuses and does not tolerate harassment or discrimination. #mid-senior