Careers

Life at Balentine

Balentine’s culture reflects a collaborative workforce driven by excellence and a commitment to lifelong learning. Our goal is to create an environment where motivated people flourish. Beginning with a thorough, engaging onboarding experience, our dedicated human capital team offers a complete life cycle of talent development opportunities during your career at Balentine. See our open wealth management jobs below.

Excellence

We are uncompromising in our commitment to professional excellence and continuous improvement.

Integrity

We believe any enduring relationship must be anchored by a shared belief in doing the right thing.

Mutual Respect

We strive to show a deep respect for everyone with whom we interact.

Entrepreneurial Spirit

We encourage all employees to possess the same entrepreneurial spirit on which our firm was founded.

We're Hiring

Marketing Associate – Content Specialist (Atlanta, GA & Raleigh, NC)

The Marketing Associate (MA) is a very exciting opportunity for the right individual to learn about a wealth management firm’s entire business strategy and to participate heavily in the creation of materials that truly represent the heart of the firm and will allow Balentine to serve its clients.

From the entrepreneur wanting to leave a legacy of hard work and philanthropy for future generations to the foundations and endowments whose continued financial success will allow an untold number of people to live a life of dignity and accomplishment, Balentine is here to help clients achieve their goals. In this endeavor, the MA plays an integral role by generating content and documents across all mediums whose presentation capture the heart of Balentine and express our brand and our mission in a professional, aesthetically captivating way. In this way the MA directly contributes to the firm’s ability to help our clients and impacts overall growth potential of the firm as well.

The MA will report to the Director of Marketing and work alongside other Marketing team members to design and bring to life materials that embody Balentine’s core values. This Marketing Associate will collaborate on general marketing efforts and will specialize in content marketing.

Requirements

Balentine is a self-sufficient, entrepreneurial firm, and we look for new employees who possess skills and experiences that will build upon the current team’s abilities and expertise. The Marketing Associate should have experience in all the Microsoft Office Suite and the Adobe Creative Suite (Photoshop, Illustrator, InDesign, and Acrobat). The MA role at Balentine offers the employee a chance to be both creative and analytical on a daily basis, to innovate while learning all aspects of the marketing team. Though not required, experience with WordPress is a desired attribute for this role.

Marketing Content & Branding
  • Creation – Generate the first draft of standard marketing pieces such as ‘requests for proposals,’ survey submissions, investment commentary pieces and presentation materials; then work with the Director of Marketing to finalize all pieces.
  • Proofing – Review all presentation material for typos, grammatical errors, and formatting issues
  • Branding and Presentation – Apply Balentine standard branding to all documents and use creativity and Acrobat software to turn materials into eye-catching, professional publications that represent Balentine’s core values
  • Content Nurturing – Work with the Director of Marketing to plan email marketing campaigns and develop content for email marketing.
  • Social Media – Generate engaging content and upload across all of Balentine’s social media platforms, Twitter, Facebook, et cetera
  • Online Presence – Maintain Balentine’s website to keep the material fresh and relevant
  • Department Documentation – Ensure current Marketing materials are updated, branded, and accessible, as needed, across the firm
  • Compliance – Submit all Marketing material for compliance review as required by industry regulators; track and communicate approval with interested parties

Marketing Pipeline

  • Content Analytics – Provide regular analysis and metrics of content engagement; work with Client Relationship teams to produce and track action-items based on the data
  • Ideas – Participate in brain-storming sessions for new pitches and department development ideas

General Marketing Coordination

  • Event Assistance – Provide support as needed for external events, webinars and podcasts, including organizing, planning, setting up, and coordinating with vendors.
  • Media – Contribute to and edit press releases on an as needed basis; coordinate incoming requests for comments and interviews with local and national media

Competencies

While we acknowledge there can be multiple approaches to a job well-done, the below competencies outline some of the characteristics that we expect to contribute to the success of the MA.

  • Passion
    • Demonstrable, genuine enthusiasm towards both the investment industry and Balentine
  • Creativity
    • Ability to dream and bring to life new ideas that help the firm and help our clients
  • Design-focused
    • Ability to structure and format materials across all mediums in such a way that is both consistent with Balentine’s message and draws the audience in to learn more
    • Have an eye for the aesthetics
  • Effective Communicator
    • Ability to exchange information across different channels
    • Knowing your audience and adjusting the message in order to be understood and to accomplish the desired outcome
  • Curious
    • Desire to continuously learn and add value in new ways
    • Desire to seek out information and understand the root of the matter
    • Desire for continued growth personally and professionally
  • Coachable
    • Welcoming of feedback
    • Ability to learn quickly and adjust output accordingly based on feedback
  • Analytical / Critical Thinking
    • Ability to process qualitative or quantitative data and turn into actionable items for improvement
  • Flexible and Adaptable
    • Is unperturbed by changing priorities and conditions; is capable of shifting concentrations throughout the day
    • Willing to work after normal hours in order to complete time-sensitive projects as needed

Compensation

A competitive compensation package will be offered, including an attractive base salary and benefits. If interested, use the button below to submit your cover letter and resume. Please title the subject line: Marketing Associate – Content Specialist.

Email Resume

Marketing Associate – Digital Marketing Specialist (Atlanta, GA & Raleigh, NC)

The Marketing Associate (MA) is a very exciting opportunity for the right individual to learn about a wealth management firm’s entire business strategy and to participate heavily in the creation of materials that truly represent the heart of the firm and will allow Balentine to serve its clients.

From the entrepreneur wanting to leave a legacy of hard work and philanthropy for future generations to the foundations and endowments whose continued financial success will allow an untold number of people to live a life of dignity and accomplishment, Balentine is here to help clients achieve their goals. In this endeavor, the MA plays an integral role by generating content and documents across all mediums whose presentation capture the heart of Balentine and express our brand and our mission in a professional, aesthetically captivating way. In this way the MA directly contributes to the firm’s ability to help our clients and impacts overall growth potential of the firm as well.

The MA will report to the Director of Marketing and work alongside other Marketing team members to design and bring to life materials that embody Balentine’s core values. This Marketing Associate will collaborate on general marketing efforts and will specialize in digital marketing initiatives.

Requirements

Balentine is a self-sufficient, entrepreneurial firm, and we look for new employees who possess skills and experiences that will build upon the current team’s abilities and expertise. The Marketing Associate should have strong experience in the Microsoft Office Suite, WordPress, HubSpot, Google Analytics and some experience in Adobe Creative Suite (Photoshop, Illustrator, InDesign, and Acrobat). The MA role at Balentine offers the employee a chance to be both creative and analytical on a daily basis, to innovate while learning all aspects of the marketing team.

Digital Marketing
  • Lead Generation and Automation – strong working knowledge of HubSpot with experience building workflows and automations, creating lead gen marketing campaigns, building landing pages, designing and sending email campaigns, building and integrating progressive forms
  • Social Media – strong working knowledge of social media platforms – LinkedIn, Facebook, Twitter – and ability to execute activities that will boost visibility on social channels. Will also work to connect social accounts to Hubspot and build automations between Hubspot and social display ads.
  • WordPress Website – serve as primary team member for posting blogs, updating content, building landings pages and integrating Hubspot forms onto primary website. Will also work closely with website vendor on the design and development of a complete website overhaul, bringing a working knowledge of how the website supports a sales funnel.

Data & Analytics

  • Research – Stay informed of competitor digital marketing efforts for benchmarking purposes
  • Analytics – Provide regular analysis and metrics of content and digital engagement; work with Client Relationship teams to produce and track action-items based on the data. Primary reporting sources are Hubspot, Google Analytics, and Salesforce
  • Ideas – Participate in brain-storming sessions for new pitches and department development ideas and bring forth data-driven recommendations

General Marketing Coordination

  • Event Assistance – Provide support as needed for external events, webinars and podcasts, including organizing, planning, setting up, and coordinating with vendors.
  • Creation – prepare presentation materials, requests for proposals, survey submissions, investment commentary pieces and other marketing driven collateral
  • Branding and Presentation – Apply Balentine standard branding to all documents and use creativity and Acrobat software to turn materials into eye-catching, professional publications that represent Balentine’s core values

Competencies

While we acknowledge there can be multiple approaches to a job well-done, the below competencies outline some of the characteristics that we expect to contribute to the success of the MA.

  • Passion
    • Demonstrable, genuine enthusiasm towards both the investment industry and Balentine
  • Creativity
    • Ability to dream and bring to life new ideas that help the firm and help our clients
  • Design-focused
    • Ability to structure and format materials across all mediums in such a way that is both consistent with Balentine’s message and draws the audience in to learn more
    • Have an eye for the aesthetics
  • Effective Communicator
    • Ability to exchange information across different channels
    • Knowing your audience and adjusting the message in order to be understood and to accomplish the desired outcome
  • Curious
    • Desire to continuously learn and add value in new ways
    • Desire to seek out information and understand the root of the matter
    • Desire for continued growth personally and professionally
  • Coachable
    • Welcoming of feedback
    • Ability to learn quickly and adjust output accordingly based on feedback
  • Analytical / Critical Thinking
    • Ability to process qualitative or quantitative data and turn into actionable items for improvement
  • Flexible and Adaptable
    • Is unperturbed by changing priorities and conditions; is capable of shifting concentrations throughout the day
    • Willing to work after normal hours in order to complete time-sensitive projects as needed

Compensation

A competitive compensation package will be offered, including an attractive base salary and benefits. If interested, use the button below to submit your cover letter and resume. Please title the subject line: Marketing Associate – Digital Marketing Specialist.

Email Resume

Director of Accounting and Finance (Atlanta, GA)

At Balentine, the Director of Accounting and Finance (DAF) is responsible for all accounting functions including payroll, accounts receivable and payable, financial audits, budget and expense management, forecasting, generating reports, analyzing data, and ultimately reporting figures and trends to the Chief Financial Officer (CFO), to whom this position reports.

On the Compensation and Benefits side, responsibilities include administration of all the firm’s benefit plans, serving as the liaison with the firm’s healthcare providers by coordinating updates and communicating changes to employees, and by serving as a resource for all employees.

Across both categories, the DAF is responsible for setting internal controls and policies to lessen the risks associated with the financial management of an organization while ensuring the firm is compliant with all federal and state tax and Department of Labor regulations. The multiple components of this position mean that the successful DAF will be skilled in technical accounting concepts, have a solid foundation of healthcare benefits knowledge, and be able to communicate these concepts in varying levels of sophistication.

Outcomes

Balentine is an innovative and entrepreneurial organization that functions as a single team dedicated to excellence for clients and employees alike. To continue our culture of excellence, we have defined the following outcomes required of this position.

Accounting & Financials
  • Maintain accurate and timely records of accounting data in Balentine’s accounting systems, ensuring adherence to GAAP
  • Pay vendors accurately and on time; resolve any discrepancies in a professional manner
  • Accurately complete monthly and periodic financial reports, demonstrating understanding for the firm’s business model and fee schedules
  • Meet with key personnel to generate annual budget; provide updated tracking information throughout the year
  • Understand, implement, and maintain proper internal accounting and operational controls over revenue recognition, expense management, and effective measure and control over assets and proper financial statements that result in fewer errors such as missed deadlines or miscalculated financial information
Compensation & Benefits

The DAF owns the administration of payroll and expenses, the firm’s 401(k) plan, and all health care and benefit plans offered. Across these functions, this person is responsible for:

  • Entering and updating all employee information, ensuring payments and all other transactions are completed correctly and on schedule, meeting both Balentine deadlines and any others as dictated by the relevant governing bodies (such as ERISA and state or federal regulations)
  • Serving as the Balentine representative to all associated external providers and partners, coordinating plan-level updates, audit requests, and resolution of miscellaneous items that arise

Additional Items

  • Provide accurate financial metrics to the Marketing Team and external partners for participation in industry surveys
  • Keep Balentine’s business license and firm insurances current
  • Ensure the firm’s tax-related deadlines are met and that information submitted is accurate and complete

Competencies

While we acknowledge there can be multiple approaches to a job well-done, the below competencies outline
some of the characteristics that we expect to contribute to the success of the DAF.

  • Passion
    • Demonstrable, genuine enthusiasm toward both the investment industry and Balentine
  • Detail-Oriented – to the extreme!
    • A meticulous approach to all aspects of work
    • Ability and desire to explore and understand the minutia
  • Calm Under Pressure / Unflappable
    • Ability to respond calmly and maintain performance standards in an intense and extremely high stakes environment
  • Analytical / Critical Thinking
    • Ability to think logically through a situation to identify and avoid potential pitfalls and arriving at the best-case and feasible outcomes
  • Communication
    • Ability to take sophisticated material and convey its meaning in different formats, adjusting level of detail and technicality to audience at hand
  • Diplomacy and Discretion
    • Ability to communicate effectively and tactfully, keeping all confidential matter as such

Experience & Qualifications

  • A degree in Accounting; CPA certification a plus
  • A minimum of five years of progressive financial management and accounting experience
  • Excellent quantitative reasoning skills
  • Must have experience in accounting systems and Excel, invoice payment systems, expense payment systems

Compensation

A competitive compensation package will be offered, including an attractive base salary and benefits. If interested, use the button below to submit your cover letter and resume. Please title the subject line: Director of Accounting and Finance – YOUR NAME.

Email Resume
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Career Paths

At Balentine, the following employees can attest you will not find yourself pigeonholed into a traditional career path with no way out. As an entrepreneurial firm, we ask our employees to take the lead in designing their own career trajectories, traditional or otherwise, and to work closely with leadership to identify and develop skills needed for the next level.

Emily Barbour

2010: Client Service Associate
2013: Senior Client Service Associate
2016: Client Service Manager
2018: Director of Client Service
2020: Associate Relationship Manager

“I appreciate the entrepreneurial mindset with which we approach every day and every decision at Balentine. It’s important for a firm to stay nimble, and I love that we have stayed true to that approach as we’ve grown.”

Career Paths

Ben Webb

2014: Investment Analyst
2016: Senior Investment Analyst
2018: Director of Manager Selection and Implementation

“Balentine has a great story, and I love how the firm’s history has shaped our culture. Being a part of that story as a valued employee keeps me coming back for more.”

Career Paths

Erica Farber

2009: Partner and Director of Operations
2018: Partner and Chief Compliance Officer

“Founding Balentine with my fellow partners has been one of the most challenging and rewarding experiences of my life. I’m proud of what we’ve built together and excited for the opportunities to come.”

Career Paths

John Maddison

2014: Associate Relationship Manager
2016: Relationship Manager
2018: Head of Financial Planning
2019: Partner and Head of Financial Planning

“The greatest part of working at Balentine for me is the ability to have a real impact on the lives of our clients. What we do matters and it starts with deeply understanding what each client would like to accomplish.”

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