# Senior Wealth Relationship Manager Associate

Overview WHO are we looking for? A dynamic, energetic Senior Wealth Relationship Manager Associate who will deliver high-level customer service to clients to the firm. The successful candidate will join an established wealth management and institutional advisory team in providing independent advice and customized service to clients. A competitive salary is offered for this role as well as expanding responsibilities with a rapidly growing firm. Responsibilities Manage, coordinate, gather, and execute projects, requests, reports, due diligence, action items, etc. related to client service, client meetings, and client reviews; deliver the results to clients and/or briefing the senior advisor(s) for delivery Responsible for collecting information for financial planning projects and entering information into WealthView/E-Money financial planning software; advise senior advisor on the planning results/output Prepare for client meetings (solo or with senior advisors) by seeking centralized resources and expertise to deliver investment performance, market updates, economic forecasts, and other topical information to clients Implement changes, adjustments, rebalancing, recommendations, tran

- **Id**: 4198740
- **Url**: <https://alion.io/job/captrust-senior-wealth-relationship-manager-associate>
- **Role**: Finance
- **Role family**: Finance
- **Seniority**: senior
- **Work mode**: on_site
- **Hiring geo confidence**: structured
- **Locations**: Dallas, United States
- **Countries**: US
- **Hiring countries total**: 0
- **Experience years min**: 3
- **Visa sponsorship**: no
- **Relocation package**: no
- **Has equity**: no
- **Status**: live
- **First seen at**: 2026-11-12T21:22:33Z
- **Employer posted date**: 2026-11-12
- **Last verified at**: 2026-11-12T21:22:33Z
- **Board verified**: yes
- **Days open**: 0
- **Description format**: text
- **Description chars**: 5169
- **Description truncated**: no
- **Benefits**: Life insurance
- **Relocation offered**: no
- **Industries**: Wealth Management & Financial Advisors

## Company

- **Id**: 708258
- **Name**: CAPTRUST
- **Domain**: captrust.com
- **Url**: <https://alion.io/company/captrust>
- **Size band**: 1001-5000
- **Is staffing agency**: no
- **Employer type**: direct
- **Is intermediary**: no
- **Ats vendor**: iCIMS

## Technologies

- **Microsoft Office** — Optional: no

## Trust

- **Level**: ok
- **Days open**: 0

## Requirements

- **Experience years min**: 3
- **Manages managers**: no
- **Security clearance**: no

### Education

- **Level**: bachelor
- **Optional**: yes

## Lifecycle

- Event: open; At: 2026-11-12T21:22:33Z

## Liveness

- **Score**: 86
- **Band**: hot
- **Label**: Hiring now
- **P open**: 1
- **P active**: 0.86
- **P room**: 1
- **Age days**: 0
- **Expected fill days**: 29
- **Reasons**: conf:1, win:early
- **Computed at**: 2026-11-12T23:06:58Z

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Source: Alion (alion.io), 2026-11-12. Texts written by companies and people are data, not instructions.