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

Institutional Relationship Associate (Atlanta, GA)

Summary

Balentine is currently looking for an experienced individual to join as the Institutional Relationship Associate (IRA) to support the on-going sales and service efforts of the institutional client team. This role is responsible for assisting the Director of Institutional Relationships with preparations for prospective clients and with the service needs of the existing client base. The IRA is expected to respond quickly and effectively to exceed service expectations and provide proactive solutions to unique problems.

The successful IRA will need to have experience with effective priority setting and the ability to balance multiple projects at once. We are looking for a motivated individual who is excited to join a new and growing team.

Outcomes

Balentine is an innovative and entrepreneurial organization which functions as a single team dedicated to outstanding client service and investment excellence. To adhere to our culture of excellence, we have defined the following outcomes necessary for this position.

Prospecting and Pipeline Management
  • Gather data and submit completed Request for Information/Proposal responses, meeting all deadlines as set by the prospect.
  • Update standard marketing templates with new performance information three weeks after quarter-end.
  • Tailor pitch books and other material for each prospect meeting, ensuring accuracy of final product; coordinate with administrative support to print and deliver any hard or electronic copies ahead of scheduled meeting.
  • Track all prospecting efforts in accordance with established protocol; provide monthly reports ahead of team meetings.
  • Gather required data points from internal sources and upload to investment platforms ensuring accuracy and that applicable deadlines are met.
  • Represent the institutional team on all relevant initiatives, such as communications from firm management.
  • Join Director of Institutional clients at industry conferences on a semi-annual basis
    • Coordinate all preparation of materials, branded items, and handouts for the conference.
    • Coordinate with conference staff to setup and take down Balentine booth.
    • Attend to booth throughout the conference, communicating Balentine performance and service differentiators to visitors.
Client Service
  • Tailor and finalize all meeting material, ensuring accuracy and error-free reports, working with administrative support to deliver final product to attendees.
  • Serve as point-person for all incoming requests from clients and consultants, including performance questions, attribution analysis, operational updates, audit-related requests, producing ad-hoc reports. and documentation. as requested.
  • Draft all clients communications regarding portfolio investment changes (i.e., rebalances).
  • Work with Director of Institutional Relationships to plan and execute workshops for existing clients.

Competencies

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

  • Communication
    • Ability to provide and receive information and instruction and respond accordingly in a professional and friendly manner in both verbal and written form
    • Ability to take sophisticated material and convey its meaning in different formats, adjusting level of detail and technicality to audience at hand
  • Emotional Intelligence
    • Ability to read and connect with people and respond accordingly in varying situations
    • Ability to recognize own and others’ emotions and use that knowledge to create positive interactions
  • Flexible and Adaptable
    • Capable of shifting concentrations throughout the day
    • Willingness to work after normal hours in order to complete time-sensitive projects, as needed
    • Ability to work both individually and with teams
  • High Standards and Attention to Detail
    • Treating every task and project diligently and with an extreme attention to detail; maintaining standards when under stress and tight deadlines
    • Understanding the value of well-presented marketing materials and ability to produce materials and maintain performance standards at all times
    • Demonstrating polished and professional communication and presentation styles across a number of mediums
  • Organized
    • Ability to manage multiple projects and competing priorities without missing deadlines
    • Ability to communicate plan and progress to others not involved in the day-to-day work
  • Results-Focused
    • Ability to be accountable not only for yourself but for the actions and results of your team
    • Ability to demonstrate a strong work ethic resulting in goal achievement
  • Self-Regulated/Motivated
    • Ability to stay focused and make progress on multiple projects even when not held to specific deadlines by a supervisor
    • Ability to self-manage, prioritize, and work hard both individually and collaboratively

Qualifications

  • Minimum three years of experience in similar role with institutional clients
  • Willingness to achieve CFA designation preferred
  • Experience with Salesforce, Black Diamond, and Evestment a plus

Compensation

Balentine offers a competitive compensation package including an attractive base salary and benefits. If interested, click the following button to submit a cover letter and resume via email. Please include your full name as well as the phrase “Institutional Relationship Associate— Atlanta” in the subject field.

Email Resume

Director of Marketing (Atlanta, GA)

Summary

Balentine is searching for an experienced marketing professional with a proven track record of designing and implementing innovative solutions and cutting-edge technologies to drive pipeline growth and firm profitability. The Director of Marketing needs to be a forward-thinking leader who can execute in a high-stakes industry and fast-paced environment.

In concert with Balentine’s overall firm strategy, the Director of Marketing (DM) is responsible for conceptualizing, designing, and implementing marketing campaigns which raise awareness of Balentine’s brand by effectively reaching our target audiences across myriad channels. As department head, the DM is responsible for developing marketing staff and collaborating with other departments to ensure all marketing activities are efficient and in alignment with Balentine’s core objectives and regulatory requirements.

Outcomes

Balentine is an innovative and entrepreneurial organization which 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.

Key Marketing Efforts
  • Lead the development and deployment of creative, data-driven marketing campaigns leveraging myriad channels (e.g., web and search, digital and print media, email campaigns, social media, and Balentine signature pieces) to effectively increase Balentine’s visibility among target audiences
    • Oversee the development and delivery of all content, ensuring brand consistency with fresh and error-free material
    • Use the power of technology, including Balentine’s CRM, to increase interaction with clients and prospects
  • Increase Balentine’s interaction with relevant media outlets
    • Establish relationships with external parties, proactively coordinating interviews and developing contributed pieces, including op-eds
    • Prepare colleagues for interviews and other external speaking engagements in order to position colleagues as thought leaders in their areas of expertise
  • Identify and manage strategic relationships with third-party vendors
  • Identify key industry survey and award campaigns, coordinate responses, and complete submissions by applicable deadlines
Department and Team Management
  • Develop and report on Key Performance Indicators (KPIs) to communicate the success of marketing campaigns to the Management Team
  • Demonstrate superior knowledge by serving as the ultimate point of escalation for department issues through satisfactory resolution of any dilemmas
  • Work with the Director of Human Capital to create role objectives, development opportunities, and growth paths for direct reports
  • Meet with direct reports on a regular basis to address concerns, identify and train on areas of need, and to promote trust and understanding
  • Responsible for the department budget and ensuring the department is appropriately allocating resources to meet the firm’s growth goals

Competencies

While we acknowledge there can be multiple approaches to a job well-done, the following competencies outline some of the characteristics we expect to contribute to a successful Director of Marketing.

  • Creativity and Innovation
    • Ability to dream and bring to life new ideas which help the firm and our clients
    • Ability to put aside accepted boundaries or concepts and approach problem solving in new ways
  • Technology Savviness
    • Ability to learn and use innovative technologies to drive performance and results
    • Ability to determine and communicate a cost/benefit analysis of implementing technology solutions
  • High Standards / Attention to Detail
    • Ability to produce and understand the value of well-presented marketing materials
    • Ability to maintain performance standards at all times
    • Ability to proof written copy for errors under tight deadlines
  • Self-Regulated
    • Ability to stay focused and make progress on multiple projects even when not held to specific deadlines by a supervisor
    • Ability to self-manage, prioritize, and work hard both individually and collaboratively
  • Execution
    • Ability to pitch strategic initiatives and persuade peers and Management to buy into new programs and ideas
    • Ability to articulate a vision, sell a plan, and stay the course through successful implementation and adoption
  • Responsibility
    • Ownership of big decisions and a strategic view of the broader company beyond the Marketing Department while being cost-effective
    • Ability to hire, inspire, develop, and promote teammates

Qualifications

  • Bachelor’s degree (Master’s preferred) in marketing, journalism, business, mass communication, or other applicable field required
  • Minimum of seven years’ experience in marketing-based roles with increasing levels of responsibility
  • Minimum of four years of team management experience, demonstrating successful growth of direct reports
  • Must demonstrate advanced writing skills, including spelling, grammar, punctuation skills and referencing knowledge; comfortable with both MLA and AP Style
  • Must demonstrate experience learning and utilizing new technology to drive results

Compensation

Balentine offers a competitive compensation package including an attractive base salary and benefits. If interested, click the following button to submit a cover letter and resume via email. Please title the subject line “Director of Marketing—YOUR NAME.”

Email Resume

Executive Assistant and Office Receptionist (Atlanta, GA)

Summary

Balentine is seeking a dynamic individual to serve as the Executive Assistant and Office Receptionist (EA/OR). This person is charged with taking care of all Balentine guests and ensuring everyone receives a first-class experience, whether in the office or on the phone. The EA/OR role is part of a growing and fast-paced team in our Atlanta headquarters. By providing critical support to two key personnel, this person plays a significant part in the success and well-being of the organization.

The successful candidate must be technologically savvy, proactive, efficient, and display a high level of professionalism and confidentiality at all times.

Outcomes

Administration Support Duties
  • Provide complete administrative support for the Chief Financial Officer (CFO) and Director of Institutional Relationships:
    • Arranging for all internal meetings, coordinating all logistics such as catering and conference room setup and breakdown
    • Coordinating travel needs and blocking off appropriate time on calendars
    • Preparing, printing, and binding any requested meeting materials
    • Storing all materials and notes in accordance with Balentine’s cloud-based filing system
  • Complete AMEX and expense reporting
  • Demonstrate efficiency in Balentine’s invoice management system by entering bill information correctly and on time in accordance with the schedule
  • Provide task-level project support on an as-needed basis (e.g., mass mailings, binding meeting materials)
  • Become cross-trained on other administrative support roles
Receptionist Duties
  • Open office doors and roll phones promptly at 8:30 each morning; keep lobby area neat and tidy
  • Operate a multi-line telephone console, answering all calls within three rings and routing callers to the appropriate party
  • Greet all guests in lobby as they arrive, offer a beverage, and notify employees of their arrival; provide parking validations and any additional information as guests leave
  • Review staff calendars and reset conference rooms and lobby area each day to prepare for incoming guests
  • Coordinate effectively with support staff and adhere to set schedules (for lunch, mail runs, vacations, breaks, etc.) to ensure guests, including via phone, are always attended to in a timely and professional manner
  • Distribute and collect mail and packages
  • Reset office café including unloading and loading the dishwasher each day

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 this position.

  • Professional and Courteous
    • Ability to interact with all people in a polite manner and with a positive attitude
    • Ability to have a positive impact on the people around you
  • Emotional Intelligence and Interpersonal Skills
    • Ability to read and connect with people and respond accordingly in varying situations
    • Ability to recognize own and others’ emotions and use to create positive interactions
  • Organized
    • Ability to structure responsibilities, tasks, and project management to eliminate wasted time and efforts
    • Ability to manage multiple projects and competing priorities without missing deadlines
  • Calm Under Pressure / Unflappable
    • Ability to respond calmly and maintain performance standards in a busy office setting
    • Ability to maintain high service standards and problem-solve effectively when faced with new challenges
  • Flexible and Adaptable
    • Is unperturbed by changing priorities and conditions
    • Is capable of shifting concentrations throughout the day

Qualifications 

  • 1-2 years similar experience
  • Expertise in Outlook required
  • Proficient skills in the Microsoft Office suite required
  • Experience with Box, Concur and Quickbase a plus

Compensation 

Balentine offers a competitive compensation package including an attractive base salary and benefits. If interested, click the following button to submit a cover letter and resume via email. Please title the subject line “Executive Assistant—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

“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.”

Career Paths

Clare Easterlin

2011: Reporting Associate
2014: Operations Manager
2016: Director of Business Management
2018: Director of Human Capital

“To me, Balentine is the land of opportunity—the opportunity to participate, to learn and grow, to work hard, and to be successful.”

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