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Key Responsibilities:
- Assist in developing and presenting financial wellness program recommendations aligned with client objectives.
- Conduct discovery meetings to understand organizational goals, culture, and participant needs.
- Coordinate program launch activities and integrate resources into client's existing benefits.
Qualifications:
- 4-year college degree or equivalent and 7 years of related industry experience (retirement plans, relationship management).
- Strong understanding of holistic financial wellness concepts and strategic planning.
- Exceptional client service orientation and project management skills.
Benefits and Culture:
- Company discretionary bonus, comprehensive health coverage, and 401(k) match.
- Collaborative work environment with opportunities for personal growth and employee events.
- Remote work flexibility and a commitment to diversity and inclusion.
CAPTRUST
CAPTRUST is a wealth management and retirement planning firm that provides financial wellness and advisory services to clients. The company fosters a collaborative culture and offers opportunities for professional growth, with a focus on high standards and employee engagement.