Careers

Balentine is excited to announce the launch of a Client Service Manager (CSM) position, designed to elevate the experience of all Balentine clients. Ultimately, the purpose of the CSM is to enhance the quality of service the Client Service Team provides to Balentine’s clients through personnel development and a focus on institutionalizing the team’s functions. As team leader, the CSM is primarily responsible for implementing projects and solutions that ensure team activities are coordinated, efficient, and in alignment with Balentine’s business objectives. Enhancement of services is accomplished through management of how the department operates and through the engagement and success of team members. The CSM is responsible for employee performance and engagement, as well as talent development for all direct reports.

Outcomes

Balentine is an innovative and entrepreneurial organization that functions as a single team dedicated to providing outstanding client service and investment excellence. As part of our culture of excellence, we have defined the following outcomes necessary to be successful in this position.

Team Management

• Assume full management and responsibility of the Client Service Team, which consists of Relationship Associates and the Transition Manager, across the Atlanta and Raleigh offices
• Serve as the ultimate point of escalation for department queries, including service- and personnel-related dilemmas
• Participate in performance management efforts, including holding weekly meetings with direct reports, conducting performance reviews, completing competency matrices, maintaining the Client Service FAQ database, and attending internal manager training meetings
  • Success in this category will be measured by the growth of direct reports’ technical skills and domain expertise, along with turnover and promotion rates
• Provide training for the Client Service Team, including new employee training and continued training related to the roll-out of new processes and procedures; ensure training success via a lack of processing errors
• Work with the department head to establish fail-safe protocols, such as peer reviews and email monitoring, to ensure the entire team is performing to expectations
• Represent the Client Service Team in internal meetings to create cross-department efficiencies
• Serve as the primary back-up to all associates and the transition manager during vacation and role vacancies

Institutionalize the Client Experience

• Lead the team’s efforts to develop processes and workflows that support the firm’s commitment to institutionalizing the Balentine client experience
• Work with the business management group to design, build, test, implement, and maintain business processes for the Client Service Team
• Design and orchestrate proactive client communications (e.g., alerts of upcoming gifting deadlines), demonstrating an understanding of our client base and Balentine’s brand voice
• Demonstrate superior project management skills by successfully implementing team improvements, providing research and analysis to support business decision-making processes, and conducting internal audits to ensure successful batch updates
• Establish and maintain a positive working relationship with the firm’s custodian; coordinate efforts with the Director of Operations to resolve any related issues (e.g., money market fund changes, data feed updates, fund migration projects, dividend reinvestment strategies)
• Establish and perform ongoing account clean-up and monitoring to ensure consistent account setup and proper action on any “off-model” occurrences

Additional Responsibilities

• Assist the Director of Accounting and Finance with questions on pipeline opportunities by providing data and client-intel related to contributions and withdrawals for both new and existing clients
• Orchestrate rebalance efforts by conduction pre-rebalance meetings, identifying potential risks, and quarter-backing solutions
• Produce revenue-related reports for Relationship Managers

Competencies

While we acknowledge there can be multiple approaches to success, the following competencies outline some of the characteristics we expect the successful candidate to embody.

• Emotional Intelligence
  • Ability to have “tough conversations” with positive outcomes as evidenced by both technical and soft skill development in direct reports
  • Ability to read and connect with people across the firm and respond positively in varying situations
• Organizational Awareness
  • Ability to identify and understand implicit relationships and priorities across the firm and how your role and team fit in the collective efforts
  • Ability to recognize values and cultures of the organization and how they influence the way people act and behave
• Time Management
  • Ability to use time productively by staying organized, focused, and deliberate in structuring your day
  • Ability to implement time management best practices across the team
• Communication Skills
  • Ability to understand what is being asked of you and the ability to communicate your requests with many different personalities and through various methods
  • Demonstrable knowledge of the company’s business, presenting oneself in a way that is representative of your peers and the team
• Efficiency / Process Management
  • Ability to identify and resolve unnecessarily repetitive portions of a process or task
  • Ability to identify and communicate a repeatable resolution that increases efficiency and reduces risk of error
• Flexible and Growth Oriented
  • Unperturbed by changing priorities and conditions; capable of shifting concentrations throughout the day as well as reorganizing longer-term initiatives to refocus energies
  • Understands the value of improving processes to create capacity and improve the client experience

Qualifications

• At least five years of experience in a client-facing role, such as a client service associate or manager
• At least three years of experience managing a team; able to demonstrate positive outcomes
• Project management experience and strong Excel skills
• Preferred qualities included a bachelor’s degree and experience with NetX360, Black Diamond, Salesforce, and Box

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: Client Service Manager – YOUR NAME.

Balentine seeks a dynamic individual to lead the day-to-day functions of the Relationship Management Team in its Atlanta office. The Administrative Associate (AA) will work with all team members to keep a smooth-running department and liaise with other departments to coordinate cross-team functions.

The role of the AA is to ensure that, by staying organized and working diligently to provide support in key administrative areas, the Relationship Managers (RM) can focus and maximize productivity within their roles. The challenges of this job are found in the reactive nature of a fluctuating workload and balancing requests from multiple sources. The successful candidate will ultimately be able to juggle many, often conflicting, priorities and communicate effectively and efficiently with all stakeholders.

The AA plays a critical role in the client experience at Balentine, which ultimately contributes to client retention. Therefore, it is of the utmost importance that the AA approach this role in the most professional manner possible by maintaining immaculate records, adhering to established deadlines, and planning for unexpected needs by always being organized and prepared.

Outcomes

The successful candidate is one who can provide unparalleled support by achieving the following in a fast-paced and high-stakes environment:

Meeting Coordination and Preparation

• Assume responsibility of calendar management for RMs by looking ahead to reschedule meetings or block travel time as appropriate; proactively present solutions to RMs in order to resolve scheduling conflicts
• Prepare and proof materials for client meetings, including the production and binding of all materials, as requested
• Communicate with clients and Balentine executives to schedule all meetings in the requested timeframe, including travel arrangements and reservations, taking into consideration all attendees’ traveling and scheduling confines
• Utilize the Client Meeting Tracker database to track meeting frequency, attendees, preferences, and materials, and provide necessary information to RMs
• Prepare and restore conference rooms before and after meetings, including video and telephone conferencing setup

Client Management Support

• Work closely with the Head of Relationship Management; organize and coordinate any department or client-related events
• Gather and send standard documents such as fund statements, commentaries, checks, and tax-related information to clients, adhering to security and confidentiality protocol
• Work with the Marketing Team to build and send email campaigns to clients
• Participate in team projects and recurring tasks, such as performing peer reviews and annual account audits
• Process capital call payments for clients
• Deposit checks into client accounts using Balentine’s internal teller system
• Create ad hoc letters of authorization (LOAs) at the instruction of the team

Record Keeping

• Submit expense reports, meeting all deadlines
• Input and maintain correct records in Salesforce, including creation and maintenance of Balentine’s pipeline management system
• Demonstrate an in-depth understanding of Balentine’s file management system, Box, by accurately following standard nomenclature and filing guidelines
• Serve as the liaison with appropriate personnel in the Raleigh office to address any inter-office proceedings
• Participate in business continuity and cross-training efforts by serving as the primary backup for phone, mail, and receptionist duties

Competencies

Balentine is an innovative and entrepreneurial organization that functions as a single team dedicated to outstanding client service and investment excellence. As part of our culture of excellence, we have defined the following competencies necessary for this position:

• Flexible and Growth Oriented
  • Unperturbed by changing priorities and conditions; capable of shifting concentrations throughout the day
  • Ability to create efficiencies to increase capacity and improve the role
• Calm Under Pressure / Resourceful
  • Ability to respond calmly and maintain high performance standards in an intense and extremely high-stakes environment
  • Ability to problem-solve, including finding creative solutions and not giving up
• High Standards / Attention to Detail
  • Taking pride in what you deliver, including staying late at times to finish work
  • Not allowing important aspects of work to slip through the cracks or go unattended
  • Ability to produce high-quality work with limited supervision; ability to work unsupervised
• Preparedness and Proactivity
  • Ability to stay organized in order to anticipate and meet the needs of the team
  • Willingness to identify and complete additional work above and beyond the minimum expectations
• Communication Skills including Listening
  • Ability to understand what is asked of you and the ability to communicate your request to different personalities and through various methods (e.g., verbal, email)
•  Team-Oriented and Friendly
  • Ability and desire to contribute to a supportive and collaborative environment
  • Ability and desire to have a positive impact on others

Qualifications

• Proficient knowledge of MS Office Suite and standard office administrative practices and procedures is a must
• Microsoft Excel expertise is desired
• Bachelor’s degree is preferred
• Experience with Salesforce, Box, Black Diamond, and Pershing/NetX360 is a plus

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: Atlanta Administrative Associate – YOUR NAME.

Balentine has launched a multi-family office (MFO) offering to provide specialized services to families with assets of $100MM and above. The goal of the MFO division is to help intergenerational families address the human capital and administrative aspects of their wealth alongside world-class investment management and financial planning. Additionally, the division assists, and in select cases facilitates, intergenerational families’ unique private investment needs. In this way, Balentine Multifamily Office seeks to protect and grow family assets in the broadest sense. Due to tremendous initial traction, Balentine seeks a dynamic team member to provide analytical, investment, and project management support to the Head of Family Office Services. This professional will participate in establishing a robust platform of services, as well as providing unparalleled service to an exciting and complex client base. The successful candidate will be one who is excited by the unknown, revels in the discovery, and thrives in an entrepreneurial environment.

Outcomes

Client Service and Departmental Support

• Ensure any professional, technical, or client service problem or request is resolved in a timely manner by coordinating with the appropriate people and resources
• Submit research reports on select industries and sectors, as requested, to support new business development
• Craft presentations and pitch material for the solicitation of new business
• Quarterback new projects to further the division’s development, as directed by senior management

Business Advisory Support

• Perform analytical comparisons and option scenarios for private capital investments, cash management strategies, and significant capital expenditures
• Apply financial analysis and market knowledge to assess the likelihood of a successful strategy
• Create materials for advisory assignments, including balance sheet analysis for personal family assets and corporate entities
• Communicate complex strategic issues and financial information in a clear, concise, and relevant manner to assist and guide decision-makers in corporate finance transactions
• Convey a genuine interest in, and understanding of, the client’s business and industry; provide both broad and specific information and suggestions for improving the business
• Create and implement financial models to review deals and determine profitability
• Maintain comprehensive knowledge of regulatory and legal issues in the financial industry

Asset Management Support

• Tailor and finalize all meeting materials, ensuring accuracy and error-free reports, working with administrative support to deliver the final product to attendees
• Serve as the 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
• Draft client communications regarding portfolio investment changes (i.e., rebalances)
• Provide complete and error-free analyses of clients’ return attribution profiles
• Provide complete and thorough asset allocation recommendations for existing client portfolios proactively, based on on-going monitoring, as well as reactively, as requested by the client team lead
• Serve as the liaison between Balentine’s client team and investment team by participating in all investment-related discussions and coordinating with the investment team to provide thorough responses to client queries
• Complete periodic monitoring reports, ensuring accuracy of client portfolios and resolving or explaining any discrepancies

Competencies

While we acknowledge there can be multiple approaches to success, the below competencies outline some of the characteristics we expect the successful candidate to embody.

• Client-Focused
  • Predisposition to take care of clients and to put others first
  • Ability to meet the needs of the client
• Creativity / Innovation
  • Ability to dream and actualize new ideas to help the firm and our clients
  • Ability to put aside accepted boundaries or concepts and approach problem-solving in new ways
• Emotional Intelligence & Interpersonal Skills
  • Ability to read and connect with people and respond accordingly in varying situations
  • Ability to recognize own and others’ emotions to create positive interactions
• Ethics and Integrity
  • Unquestioned commitment to doing what is right
  • Awareness and care of the effect your actions have on others
• Excellence & Entrepreneurialism
  • Ability to demonstrate examples of never settling for the status quo
  • Ability to calmly and efficiently solve problems with resourcefulness, innovative solutions, and limited direction
  • Ability to demonstrate entrepreneurial zeal with a strong business sense
• Influencing / Persuading
  • Ability to direct the outcome of a situation
  • Ability to influence through effective communication
• High Standards & Confidence
  • Ability to instill a sense of trust and aptitude through successful and authentic interactions
  • Recognition that the relationship manager (RM) represents the firm as well as the client and should embody the highest performance standards
• Results-Oriented
  • Ability to be accountable for yourself and for the actions and results of your team
  • Ability to demonstrate a strong work ethic resulting in goal achievement
• Self-Regulated
  • Ability to stay focused and service an entire book of business with little supervision
  • Ability to self-manage, prioritize, and work hard both individually and collaboratively

Experience and Qualifications

• Three-to-five years of experience in investment banking, corporate development, or business consulting experience is required.
• Interest in, and exposure to, capital markets, business advisory services, private equity and venture capital, and asset management is required.
• In-depth knowledge of deal structuring, regulations, and closing principals is strongly preferred.
• The ideal candidate is a highly motivated, articulate individual possessing strong analytical, writing, and technical skills. The candidate must be entrepreneurial, team-oriented, and have a great attitude.
• Expertise in Microsoft Office programs

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: Family Office and Private Capital Manager – YOUR NAME.