Live opening · Posted 6 days ago
Senior Financial Advisor Relationship Manager
CAPTRUST · US-IA-West Des Moines
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At a glance
The key details from the original listing.
CompanyCAPTRUST
LocationUS-IA-West Des Moines
Source
Icims
ListedPosted 6 days ago
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About the role
Description supplied by the original job listing.
WHO are we looking for? CAPTRUST is seeking a Senior Financial Advisor Relationship Manager who will provide high-quality service to new and existing institutional retirement plan and individual wealth clients. The Financial Advisor will have an immediate impact on team productivity, streamlining strategic initiatives, facilitating prospect and client management, as well as collaborating on team objectives between internal and external stakeholders. The ideal candidate will have proven experience in a business management role, with strong customer service skills. A competitive salary is offered for this role as well as excellent career...
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