Careers

Position Overview

Balentine is currently looking for a team-oriented individual to join the Atlanta Wealth Management team. The candidate will support and collaborate with the firm’s Relationship Managers to provide a first-class experience to both existing and prospective clients. The candidate will have direct client responsibility and will need to be able to maintain and cultivate strong networks with various functional teams within the firm and in the existing/prospective client spheres of influence.

The successful candidate will have demonstrated experience in the field of investment management and will have a self-starter mentality and growth mindset. The candidate should be highly professional and should possess excellent communication skills. We are an entrepreneurial organization with a successful track record of delivering consistent long-term investment returns achieved by demanding expectations, and we are looking for a candidate who would be enthusiastic to work in this environment.

Outcomes

The Associate Relationship Manager (ARM) will assume comprehensive management of the day-to- day needs of the firm’s clients, thereby permitting the Relationship Managers to focus on client acquisition and retention.

This role will include the following responsibilities:

Client and Prospect Meetings

• Lead and manage the preparation for all client meetings.
• Attend client meetings, prepare meeting summaries, and oversee follow-up correspondence and next steps for clients.
• Initiate pre-meeting huddles for client and prospect meetings, including collaboration with members of other teams within firm.
• Perform and supervise data entry for eMoney financial plans for prospects and clients.
• Collaborate with the Administrative Associate, Reporting Team and Portfolio Analyst to review and verify client performance reports. Supervise and update eMoney balance sheets and other client information forms.

Day-to-Day and Project Management

• Serve as the liaison between the Relationship Manager and the Relationship Associate(s) and Administrative Associate(s) in connection with the daily management of clients.
• Participate in the peer review process for client trades initiated by Portfolio Analyst, using RedBlack and NetX360 (Pershing’s custodial platform).
• Collaborate with the Administrative Associate to track incoming revenue using Salesforce, and gather and present team revenue metrics for the firm.
• Lead team projects, such as quarterly tax estimate distributions and the exchange of tax documents.
• Serve as point of contact for the Atlanta Wealth Management team during the rollout of firm- wide programs and initiatives.

Competencies

Balentine is an innovative and entrepreneurial organization that functions as a single team dedicated to outstanding client service and investment excellence. Successful candidates will embody that spirit and philosophy. In additional to strong professional experience, the ideal candidate demonstrates the following personal characteristics:

Team-Oriented – Enthusiastic to work on a highly motivated team, with an understanding of the role and place on the team.

Integrity – Committed to doing what is right and ability to work with confidential financial information with unquestioned discretion.

Productive and Efficient – Ability to self-manage, prioritize, and produce high-quality results individually and as a team. Proactive attitude complemented by a high energy level.

High Attention to Detail – Takes pride in your work, treats every project diligently, detail-oriented as evidenced by a lack of errors, omissions, and inconsistencies.

Communication Skills – Polished and professional communication and presentation styles across a number of mediums, and ability to listen effectively and interpret internal and external needs. Will appropriately cater and deliver explanations of investment and financial concepts to clients.

Flexible – Ability to work alone, in teams, and with clients. Unperturbed by changing conditions and priorities.

Qualifications

• 3 years of experience
• Superior Excel skills
• Willingness to achieve CFP or other industry certification is required
• Expertise using eMoney, Addepar, RedBlack, Box, Salesforce, and NetX360 and/or similar program types.

Compensation

Balentine offers a competitive compensation package including an attractive base salary and benefits.

Please send your resume via email to: Christina Callesis – ccallesis@balentine.com and include your full name & ” ASSOCIATE RM” in the subject heading

Hiring Overview

The Senior Relationship Associate will work closely with both the Head of Raleigh Office and Head of Financial Planning and interact regularly with our super-ensemble Relationship Management team to drive the client experience. In this role, the Senior RA will gain experience spearheading client service initiatives and is integral to building trust and confidence with our clients. There is opportunity to thrive either within the Relationship Associate role, or on a defined trajectory to becoming a Relationship Manager.

The ideal and successful Senior RA candidate will have a passion for excellence, an appreciation for serving clients well, and a strong desire to be part of the unparalleled firm culture that we have at Balentine.

Position Overview

At the heart of the Relationship Associate (RA) position is the ability to add value to each client’s experience with Balentine. Each client represents a unique set of goals and challenges. Working in support of the Relationship Manager (RM), the Sr. RA is expected to respond quickly and effectively to exceed service expectations and provide proactive solutions to unique problems with little oversight and almost full autonomy. Not only does the Sr. RA serve as the representative of Balentine to the client, the Sr. RA also represents the client’s needs within Balentine. On the front lines, the RA fields many complex questions and satisfies many urgent client requests. The role of the RA should not be undervalued as the ability to make a positive impact on clients’ lives and the experiences created therein are crucial to client retention.

The successful candidate is one who can provide unparalleled client service as demonstrated by the ability to complete the following while in an intense and high stakes environment:

• Anticipate the individual needs of the RM and the clients and proactively provide creative solutions based on an in-depth understanding of the wealth management industry and Balentine’s distinctive approach to investing
• Maintain an exceptionally high level of responsiveness despite competing needs, changing priorities, and unexpected critical situations
• Contribute to Balentine’s Client Team by digesting and translating critical information and sharing across the entire service team

Outcomes

The ultimate goal of this position is to develop a long-lasting, trusting relationship with each client through superior service to enhance their relationship with the firm.

The success of the role is demonstrated by the ability to complete the following:

Client Service

• Provide same-day responses to client requests
• Demonstrate operational proficiency of Balentine’s technology systems by processing correctly both the day to day business items and the ad-hoc research needs within the client dictated time frames. This includes:
  • Money Management – Wires, ACH’s, journals, dividend reinvestment, cash management
  • Operational Expertise – Coordinate new account and transfer paperwork, documentation management, and performance reporting requests with the Operations team
• Track, monitor, and distribute all tax documents and other requests made by the client’s personal advisory team, such as CPA, lawyer, and family office staff

Portfolio Administration

• Follow established monitoring activities to proactively assess a situation based on specific client knowledge and discern when action is required
• Complete all trading duties, both manual trade tickets and periodic rebalance tasks
• Meet 100% of deadlines for Alternatives Investments funding
• Adhere to all Balentine policy and regulatory requirements

Relationship Manager Support

• Show a comprehensive understanding of each client by being able to retain and recall critical information, such as family dynamics, hot button issues, investing idiosyncrasies, spending requirements, and fee structure, in accordance with the RM’s needs
• Maintain an organized list of workflows to track and review various tasks and projects that the collective client team is working on.
• Perform administrative duties such as book and materials production, scheduling assistance, and comparable duties, getting input and feedback from other team members

Competencies

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

Analytical / Critical Thinking -Think logically through situations to identify and avoid potential pitfalls and arrive at the best-case and feasible outcome

Flexible & Adaptable – Unperturbed by changing priorities and conditions; capable of shifting concentrations throughout the day

Calm Under Pressure – Respond calmly and maintain high performance standards in an intense and extremely high stakes environment

High Emotional Intelligence – Recognize own and other’s emotions and read, connect and respond to people in varying situations to create positive interactions

Curiosity – Desire for continued growth, personally and professionally

Intuitive & Resourceful – Anticipate needs of clients and team in order to provide creative solutions including ones that efficiently organize self and others

Team-Oriented & Friendly – Desire to contribute to a supportive and collaborative environment and positively impact on the people around you

Qualifications

• 5+ years similar experience
• Experience working with high-net-worth families
• Technologically savvy and proficient
• Proficient with Box, Salesforce, and NetX360 strongly preferred; experience with similar program types required

Compensation

Balentine offers a competitive compensation package including an attractive base salary and benefits.

Please send your resume via email to: Christina Callesis – ccallesis@balentine.com and include your full name & “Senior RA (RAL)” in the subject heading

Position Overview

The Head Trader will report to the Director of Manager Selection and Implementation and will work alongside other Investment Strategy Team (IST) members, including direct access to the Chief Investment Officer. This individual will also collaborate laterally with client-facing personnel where
they will be responsible for owning, improving, and facilitating Balentine’s trading process and serve as the Subject Matter Expert of the software-based rebalancing tool(s) Balentine uses now that we have brought trading in-house.

The Head Trader will work as the lead in recommending the most efficient trading structure for the firm’s needs, run the firm’s model portfolios, execute Relationship Manager’s client requests, ensure compliance with communicated client constraints, and help supplement the trading related
components of the Investment Strategy Team.

Outcomes

The overarching goal of the Head Trader is to oversee the day-to-day trade management for the firm’s client base which will include the following responsibilities:

• Manage and implement master list of all strategies and adjusts them as model changes are warranted
• Work directly with Relationship Managers (RMs) by helping execute client-directed trades and placing them in real- time, removing any ambiguity where necessary
• Function as the designated trading expert within the firm and is comfortable with time- sensitive, and responsibility-heavy activities such traditional stock, bond and fund trading in addition to periodic situations with interval funds, options, futures, forwards, FX, thinly traded positions, limit orders/stop losses/GTC, 12-b-5-1 programs, etc.
• Take a proactive approach and actively review accounts for adherence and compliance to and conformity with client instructions to alert RMs to remedy
• Review client portfolios for conformity to nuances, such as client-specific IPS constraints, prohibited transactions, insider status, multi-custodian trades, 529 plans and so forth
• Assist with client transitions into and out of strategies
• Supplement IST with trading and market related data in the context of investment related initiatives
• Trade the firm’s 401(k) plans

Competencies

Balentine is an innovative and entrepreneurial organization that functions as a single team dedicated to outstanding client service and investment
excellence. Successful candidates will embody that spirit and philosophy. In additional to strong professional experience, the ideal candidate demonstrates the following personal characteristics:

• Integrity
  • Commitment to doing what is right and ability to work with confidential financial information with unquestioned discretion.
• Productivity and Efficiency
  • Ability to self-manage, prioritize, and produce high-quality results individually and as a team. Comfortable working in a non-bureaucratic environment. Proactive attitude complemented by a high energy level.
• High Attention to Detail
  • Takes pride in their work, treats every project diligently, and is detailoriented as evidenced by a lack of errors, omissions, and
    inconsistencies.
• Communication Skills
  • Communicates and presents in a polished and professional manner across a number of mediums. Listens effectively and interprets internal and external needs. Caters explanations of investment and financial concepts to individuals at their level of knowledge.
• Flexible
  • Works well alone and in teams. Unperturbed by changing conditions and priorities.

Qualifications

Required

• 2-4 years experience in a trading role
• Possess a significant level of experience with stock, bond, fund and ETF transactions
• Experience market-based trading tools and applications

Desired

• Experience with RedBlack, Salesforce, Morningstar and/or similar program types

Compensation

Balentine offers a competitive compensation package including an attractive base salary and benefits. Please send resume via email to: Christina Callesis, ccallesis@balentine.com.  Include your full name & “Head Trader” in the subject.

In its 12th year as an independent, employee-owned firm, Balentine LLC is enjoying rapid growth, exceeding with $6B Assets Under Advisement. Currently, fewer than 200 Independent firms in the nation have crossed that threshold. Balentine is recognized as a perennial winner of Pensions and Investments Best Places to Work in Money Management and recognized in both Barron’s and Forbes industry rankings.

Our vision is to be known as the “go to” wealth management firm for entrepreneurs and business owners and an employer of choice within our industry. As such, Balentine is currently looking for a passionate, bright, polished individual who thrives in a group setting to join our Atlanta Wealth Management team.

The Relationship Associate will work closely with both the Head of Wealth Management and interact regularly with our super-ensemble Relationship Management team to drive the client experience. In this role, the RA will gain experience spearheading client service initiatives and will be integral to building trust and confidence with our clients. There is opportunity to thrive either within the Relationship Associate role, or on a defined trajectory to become a Relationship Manager.

The ideal and successful RA candidate will have a passion for excellence, an appreciation for serving clients well, and a strong desire to be part of the unparalleled firm culture that we have at Balentine.

Position Overview

At the heart of the Relationship Associate (RA) position is the ability to add value to each client’s experience with Balentine. Each client represents a unique set of goals and challenges. Working in support of the Relationship Manager (RM), the RA is expected to respond quickly and effectively to exceed service expectations and provide proactive solutions to unique problems with little oversight and almost full autonomy. Not only does the RA serve as the representative of Balentine to the client, the RA also represents the client’s needs within Balentine. On the front lines, the RA fields many complex questions and satisfies many urgent client requests. The role of the RA should not be undervalued as the ability to make a positive impact on clients’ lives and the experiences created therein are crucial to client retention.

The successful candidate is one who can provide unparalleled client service as demonstrated by the ability to complete the following while in an intense and high stakes environment:

1. Anticipate the individual needs of the RM and the clients and proactively provide creative solutions based on an in-depth understanding of the wealth management industry and Balentine’s distinctive approach to investing
2. Maintain an exceptionally high level of responsiveness despite competing needs, changing priorities, and unexpected critical situations
3. Contribute to Balentine’s Client Team by digesting and translating critical information and sharing across the entire service team

Outcomes

The ultimate goal of this position is to develop a long-lasting, trusting relationship with each client through superior service to enhance their relationship with the firm. The success of an RA is demonstrated by the ability to complete the following:

Client Service

• Provide same-day responses to client requests
• Demonstrate operational proficiency of Balentine’s technology systems by processing correctly both day-to-day business items and ad-hoc research needs within the client dictated time frames. This includes:
  • Money Management – Wires, ACH’s, journals, dividend reinvestment, cash management
  • Operational Expertise – Coordinating new account and transfer paperwork, documentation management, and performance reporting requests with the Operations team
• Track, monitor, and distribute all tax documents and other requests made by the client’s personal advisory team, such as CPA, lawyer, and family office staff

Portfolio Administration

• Follow established monitoring activities to proactively assess a situation based on specific client knowledge and discern when some action is required
• Complete all trading duties, both manual trade tickets and periodic rebalance tasks
• Meet 100% of deadlines for Alternatives Investments funding
• Adhere to all Balentine policy and regulatory requirements

Relationship Manager Support

• Show comprehensive understanding of each client by being able to retain and recall critical information, such as family dynamics, hot button issues, investing idiosyncrasies, spending requirements, and fee structure, in accordance with the RM’s needs
• Maintain an organized list of workflows to track and review various tasks and projects that the collective client team is working on.
• Perform administrative duties such as book and materials production, scheduling assistance, and comparable duties, getting input and feedback from other team members

Competencies

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

• Analytical / Critical Thinking
  • Think logically through situations to identify and avoid potential pitfalls and arrive at the best-case and feasible outcome
• Flexible and Adaptable
  • Unperturbed by changing priorities and conditions; capable of shifting concentrations throughout the day
• Calm Under Pressure/Unflappable
  • Respond calmly and maintain high performance standards in an intense and extremely high stakes environment
• High Emotional Intelligence
  • Recognize own and other’s emotions and read, connect and respond to people in varying situations to create positive interactions
• Curiosity
  • Desire for continued growth, personally and professionally
• Intuitive and Resourceful
  • Anticipate needs of clients and team in order to provide creative solutions including ones that efficiently organize self and others
• Team-Oriented and Friendly
  • Desire to contribute to a supportive and collaborative environment and positively impact on the people around you

Qualifications

• 3+ years similar experience
• Experience working with high net worth families
• Technologically savvy and proficient
• Proficiency with Box, Salesforce, and NetX360 strongly preferred; experience with similar program types is required

Compensation

A competitive compensation package will be offered, including an attractive base salary and benefits. If interested, use the button below to submit your resume. Please title the subject line: [Your Full Name] – Relationship Associate position.

Position Overview

Balentine seeks a passionate and bright individual to join our growing firm as Marketing Manager (MM).  This person will manage and execute marketing initiatives across all mediums that express our brand and our mission in a professional, captivating way, to nurture and attract client relationships. The MM will report to the Director of Marketing and collaborate with key stakeholders across each department of the firm. The position encourages regular feedback and involvement in determining the effectiveness and approach of marketing and communication projects and initiatives.

The Marketing Manager is responsible for the planning, management, and execution of marketing projects and initiatives in support of our marketing strategy.  The MM oversees key projects from concept development all the way through completion, including managing the workflows and deadlines, executing core marketing functions, and communicating updates to key stakeholders and the firm. In collaboration with the team, the MM will help fulfill ongoing tasks and requests made to the marketing department.

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 Manager should have strong experience executing initiatives that help tell a company’s story and value, as well as tactical experience in the Microsoft Office Suite, Asana, HubSpot, Google Analytics, Adobe Creative Suite (Photoshop, Illustrator, InDesign, and Acrobat). This position requires the strong ability to dynamically prioritize and manage workflows to ensure creative projects are completed on time and on budget. We seek candidates with experience establishing, developing, implementing, and tracking projects and tasks. The MM role at Balentine offers the employee a chance to be both creative and structured, to innovate while learning all aspects of the marketing team.

General Department Priorities

1. Brand – Implement Brand Strategy across marketing collateral to ensure cohesive brand presentation and messaging. Ensure all touchpoints meet our brand standards.
2. Marketing – Execute projects and initiatives in support of our Marketing Plan. Communicate with key stakeholders and oversee tasks and workflows through completion of projects. Collaborate with vendors for print, graphic design, photography, videography needs.
3. Creative – Brainstorm and bring to life creative collateral that enables our target audiences (prospects, centers of influence, and clients alike) to understand the value of our relationships and provides Relationship Managers with the resources to tell our story.

General Marketing Execution

1. Department Requests – tactically execute tasks and small projects that come through the marketing department. These could be creating deliverables, sponsorship requests, customizing prospect presentations, ordering promotional products, etc.
2. Event Assistance – provide support as needed for events, webinars and podcasts, and speaking engagements, including organizing, planning, setting up, and coordinating with vendors.
3. Collateral – prepare presentation materials, requests for proposals, survey submissions, investment commentary pieces and other marketing-driven collateral.
4. 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.
5. Communication – collaborate with Content Specialist to execute content calendar and email marketing efforts including formatting and sending client communications, monthly newsletters, and periodic campaigns.
6. Website – assist with website maintenance, content selection, updates, landing page creation, and performance analysis.

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 Marketing Manager.

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 

Qualifications

• Bachelor’s degree in marketing, business, communications or related field and 5-7 years of relevant experience.
• Strong creative eye for content presentation and digital layouts
• Experience with a wide range of marketing initiatives
• Thrives in a fast-paced environment. Must be a self-starter and motivated.
• Ability to multi-task, prioritize, and work both independently and within teams
• Strong communication skills and collaborative mindset
• Experience with Microsoft Office Suite – Word, Excel, and PowerPoint
• Proficient with LinkedIn and Facebook
• Marketing Automation Platform and CRM experience
• Adobe Suite experience preferred
• Event management experience or desire to learn preferred

Compensation

A competitive compensation package will be offered including an attractive base salary, a performance-driven bonus, and benefits. If interested, please send a cover letter, resume, and two references via email to ccallesis@balentine.com. Please include your full name as well as the phrase “Marketing Manager” in the subject heading.