About this role
Associate Relationship Manager at Careers at Balentine. Location: Raleigh, North Carolina, United States. Role: leading meetings, monitoring portfolios, preparing plans Requirements: Bachelor's degree, 5+ years in investment management, 3+ years client-facing experience, superior Microsoft Excel skills, proficiency with eMoney, Addepar, RedBlack, Box, Salesforce, NetX360 preferred; willingness to pursue CFP. Category: Business Development Seniority: Senior Level Tools: eMoney, Addepar, RedBlack, Box, Salesforce, NetX360, Microsoft Excel Commitment: Full Time Workplace: Onsite Languages: English