Wealth Management Sales Director @ CAPTRUST
CAPTRUST is seeking a Wealth Management Sales Director to oversee and help lead sales and advisor development initiatives for the Wealth Advisor Group. This position will report directly to the Head of Wealth Management Consulting at CAPTRUST.
Job Responsibilities:
Lead and support wealth advisors as part of a team in delivering best-in-class advice and service beyond expectation to clients
Motivate and encourage sales team to ensure quality, growth and identify potential new markets
Develop and deepen relationships with external referral partners like Fidelity, Schwab and digital referral platforms
Collaborate with executive leadership to develop and deliver on sales and advisor development strategies
Conduct presentations and educational outreach efforts, informing the public of financial services with a goal of attracting new clients and leads
Develop and maintain positive relationships with colleagues, clients, and within our community
Minimum Qualifications:
Bachelor’s degree in related field or equivalent years of experience at a wealth management or financial planning advisory firm
Experience leading and developing sales and consulting teams
Proficient in Microsoft Office (Word, Excel, Outlook, and Power Point)
Desired Qualifications/Skills:
Excellent verbal communication skills with the ability to explain complex financial principles
Excellent sales and customer service skills
Thorough understanding of financial services and how markets and economies affect those services
Ability to review, research, interpret, and discuss investment, financial, macroeconomic and security specific data with Senior Advisors and clients
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 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. 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?
4208 Six Forks Rd #1700 | Raleigh, NC 27609 OR One Liberty Square 13th Floor | Boston, MA 02109
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 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.