Overview: WHO are we looking for? CAPTRUST is seeking a full-time Senior Wealth Client Management Consultant... to work with one to several financial advisors to service and retain wealth client relationships. The Client Management...
culture Represents Wealth Client Service function and serves as a primary contact on key projects Utilizes business/industry... by delivering exceptional proactive service Services existing client relationships (including calling, meeting, corresponding...
of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients... Wealth Management comprised of Nonqualified Deferred Compensation Solutions, Shareworks by Morgan Stanley Equity Compensation...
and client-facing teams in the preparation for client, consultant and prospect meetings as needed with the goal to reduce... States of America Work hours/week: 40 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay...
executive presence in client interactions Team Management Lead the Analytics & Data Management function and coach team... leadership to establish and achieve goals for the Advanced Analytics and Data Management teams (e.g., client satisfaction...