Endowment And Foundation Specialist

WHO are we looking for?

Responsibilities

CAPTRUST is seeking an Endowment and Foundation Specialist (Institutional Client Management Consultant) who will work with one to several financial advisors to service and retain institutional client relationships. These relationships may consist of corporate retirement plan investment committees, endowments, foundations, human resource or employee benefit contacts, client staff and external vendor partners. The candidate must maintain the highest professional and ethical standards, be well-organized, service- oriented, and capable of performing under tight deadlines. Primary responsibilities may include the following, amongst others:

• Aid in the retention of existing client relationships by working with internal business partners to address all client questions, requests, and day-to-day service needs; inclusive but not limited to assistance with plan provisions, investments, transactions, and client deliverables
• Build and strengthen relationships with external business partners such as custodians, recordkeepers, third party administrators, and investment managers to facilitate efficient and accurate execution of any objectives for our shared clients
• Assist in the creation of sales presentations such as pitch books and RFP responses for prospective new clients and existing clients
• Assist with new or existing client conversion/transition process by coordinating the efforts of internal (research, operations, marketing, and participant education) and external business partners. In conjunction with Financial Advisors, communicate recommendations and the timeline to all stakeholders
• Develop, compile, and ensure accuracy of quarterly and ad-hoc/client specific reports, spreadsheets, and presentations with minimum supervision, while also overseeing the critical maintenance of client files and records
• Deliver exceptional service as part of a team and become a trusted partner to a team of dedicated Financial Advisors in managing their book of business and building client relationships

Qualifications

Minimum Qualifications:

• Understanding of institutional investing landscape from an operational and investment perspective
• Proficiency in navigating CRM systems and MS Office Suite
• A minimum of 5+ years’ experience working in client services for an organization that provides consulting services to non-profit and/or ultra-high net worth investors

Desired Qualifications/Skills

• Experience using Morningstar Direct and/or related databases
• Experienced user of Excel, including formula/data functionality and PowerPoint
• Basic, fundamental knowledge of capital markets and related statistical measures
• Experience working with financial advisors
• Working knowledge of various fund sponsor types (endowment and foundation, defined benefit, defined contribution, high net worth/family office)

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:

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

WHERE will you be working?

This role can be filled in either of the CAPTRUST office locations:

3000 Town Ctr #2650 | Southfield, MI 48075 (Preferred Location)

400 North Tampa St #1800 | Tampa, FL 33602

2500 Northwinds Pkwy #250 | Alpharetta, GA 30009

33 W Monroe #1000 | Chicago, IL 60603

4201 Congress St #160 | Charlotte, NC 28209

4208 Six Forks Rd #1700 | Raleigh, NC 27609

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:

• 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
• Ability to build successful, collaborative, and trusting relationships
• Inherent desire to give back to our communities and enrich the lives of those around us
• An other-centered mindset
• Integrity through maintaining objectivity
• Instinctive aptitude for consistently creating accurate, concise, respectful, and easy to understand verbal and written communications conveying complex information

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 provide 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