At Capital Investment Counsel, we are dedicated to staying independent as a smaller, boutique firm with a hand-selected team, many of whom have been working well together for decades. Currently, our firm maintains an 11-person full-time staff that prioritizes culture and internal relationship building as an on-site team. We specialize in asset allocation and selection for our clients' portfolios and pride ourselves on utilizing low-cost strategies to maximize clients' after-tax returns. A core belief we all share is that the most important factor of our success as a firm is our staff, and we aim to take exceptional care of our people with strong compensation packages including 401(k) matching, annual bonuses, paid time off, and more.

Our firm thrives because of our team's independence, autonomy and reliability, which gives us the freedom to be flexible with our personal and professional lives. We are specifically looking to hire a seasoned professional within our operations team for the role of Relationship Manager. This individual would work primarily with our wealth advisors to assist with a multitude of client needs including account management, money movement, financial planning and third-party coordination. Characteristics we are looking for include an adaptable personality, the ability to connect and build relationships with a wide variety of clients, effective time management, knowledge of the investment management space and financial planning, a willingness to learn processes and procedures, and a desire to grow within our firm. While not a requirement, we value past experience within advisor-centric platforms greatly. We believe many skills a successful relationship manager utilizes can be learned over time but maintaining a client-first attitude and embodying fiduciary values are the most important traits of a relationship building expert in our industry. 

Responsibilities:

• Serve as the main point of contact for clients’ everyday needs including money movement, account maintenance, charitable giving, etc.
• Onboard new clients (document preparation, coordination with custodian(s), preliminary financial position analysis, etc.)
• Work directly with custodian support teams to accomplish a wide variety of client requests
• Involvement with the financial planning process including utilization of planning software
• Support and collaborate with our wealth advisors to help clients reach their unique financial goals
• On occasion, this role will include educating clients on market trends, socioeconomic developments, portfolio construction, etc.
• We envision this role to develop over time to include many more aspects of client relationship management at a high level

Qualifications:

• Bachelor’s degree from a four-year university
• Prior employment history centered around client relationship with experience in the financial services industry preferred
• Proficiency with Microsoft Office Suite, CRM software (Redtail currently utilized), and previous experience with custodian (Schwab or Fidelity) advisor platforms preferred
• Ability to learn new software and utilize industry tools
• Interpersonal skills including relationship development, communication, and a desire to assist clients in various ways
• Attention to detail, accuracy, and aspirations for growth and development

About Capital Investment Counsel, LLC

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