Careers

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 Associate.

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.

Balentine launched a Multi-Family Office (MFO) providing specialized services to families with assets of $40MM and above. The goal of the MFO division is to provide world-class investment management and financial planning to help families address the human capital and administrative aspects of their wealth. Additionally, the division helps facilitate intergenerational families’ unique private investment needs. Balentine’s Multi-Family Office seeks to protect and grow family assets in the broadest sense.

Position Overview

Due to tremendous traction, Balentine seeks a dynamic team member who, with a broad set of skills, can drive value in all areas of the business. The Senior Relationship Associate (RA) will work closely with the President and the Head of Family Office Services and Private Capital. This individual will also 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 will be integral to building trust and confidence with our clients. There is an opportunity to thrive either within the Relationship Associate role or on a defined trajectory to becoming a Relationship Manager (RM).

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.

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 day-to-day business items and ad-hoc research needs within the client-dictated time frames. This includes:
  • Money Management – wires, ACHs, 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 retaining and recalling 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 the collective client team is working on
• Perform administrative duties such as book and materials production and scheduling assistance with 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
  • Thinks logically through situations to identify and avoid potential pitfalls and arrive at the best-case and feasible outcome
• Flexible & Adaptable
  • Is unperturbed by changing priorities and conditions; capable of shifting concentrations throughout the day
• Calm Under Pressure
  • Responds calmly and maintains high-performance standards in an intense and extremely high-stakes environment
• High Emotional Intelligence
  • Recognizes one’s own and others’ emotions. Reads, connects and responds to people in varying situations to create positive interactions
• Curiosity
  • Expresses the desire for continued growth, personally and professionally
• Intuitive & Resourceful
  • Anticipates needs of clients and team to provide creative solutions including ones that efficiently organize self and others
• Team-Oriented & Friendly
  • Contributes to a supportive and collaborative environment and positively impacts the people around them

Qualifications

• 5+ years similar experience
• Experience working with high-net-worth families
• Technological savviness and proficiency
• Proficiency 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.

If interested, please send a cover letter and resume via email to Brandon McGraw (bmcgraw@balentine.com). Please include your full name as well as the phrase “MFO Senior Relationship Associate” in the subject heading.

In its 12th year as an independent, employee-owned firm, Balentine LLC is enjoying rapid growth, exceeding $5 billion of Assets Under Advisement (the last $2 billion of which came in the past two years). 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 is 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, and polished individual to join our Atlanta Wealth Management team.

Position Overview

The Account Services Associate will report to the Client Service Manager and serve on the Client Service Team as the subject matter expert in all things related to account opening, alternative investment registration, private capital subscription process and capital call fulfillment, and tax document management. They will assist the Transition Manager and the Relationship Associates (RAs) in opening new accounts, servicing existing accounts, tracking all incoming assets, and coordinating the submission of alternative asset investments. Serving alongside the RAs, this person will be client-facing and serve as client support and backup.

This role is dynamic and requires continuous interaction and relationship-building to serve as a firm resource to both internal and external clients. The successful candidate is one who understands the value of data integrity and who enjoys solving problems.

Outcomes

Working closely with the Head of Atlanta Wealth and the Atlanta Wealth Management team, the Account Services Associate will be pivotal to ensuring that the best and highest client experience is provided. The  successful candidate will affect the following outcomes in this position:

• Demonstrate an understanding of internal and external requirements in regard to all asks by:
  • Generating error-free new account, account maintenance, and transfer documentation for brokerage accounts, alternative assets, and other investment products
  • Maintaining or improving Not-In-Good-Order (NIGO’s) rates for forms submitted for processing
  • Following established operating procedures and policies
  • Meeting deadlines for Alternative Investment paperwork submission, including providing critical dates to the client service team and completing the payment of all capital calls
• Demonstrate an in-depth understanding of Balentine technologies by:
  • Maintaining business process records correctly in Salesforce
  • Following established naming and filing conventions in Box, Balentine’s document storage system
  • Using Netx360 to populate paperwork and confirm all new account data points (address, money market funds, etc.) are correct in the system
  • Leveraging DocuSign, an e-signature program, to obtain required client information and signatures in a fast and efficient manner
• Lead tax initiatives that include managing the tax document delivery to clients and CPAs, completing estimated tax payments, managing and storing the client K-1s, etc.
• Follow established tracking and monitoring activities for transfers, cost basis maintenance, and all forms submitted to open and maintain accounts
• Serve as team representative to our external partners such as hedge funds, private capital funds, outsourced administrative support and custodian relationships
• Participate in business continuity and cross-training efforts by serving as back-up to members of the Operations and Client Service Teams
• Assist with team administrative duties including serving as back-up to the main phone line rotation
• Assist with Client Service tasks by shadowing the Atlanta Wealth Team Relationship Associates and helping with cashiering needs

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 addition to strong professional experience, the ideal candidate demonstrates the following personal characteristics:

• Process Oriented
  • Thinks logically through a situation to identify and avoid potential pitfalls, arriving at an optimal, feasible solution. Identifies and communicates a repeatable resolution that increases efficiency and reduces risk of error.
• High Attention to Detail
  • Takes pride in their work, treats every project diligently, and is detail-oriented as evidenced by a lack of errors, omissions, and inconsistencies.
• Communication Skills
  • Communicates in a polished and professional manner across a number of mediums. Listens effectively and interprets internal and external needs. Feels comfortable seeking clarification from Relationship Managers and RAs and other colleagues as needed.
• Productive and Efficient
  • Produces high-quality results individually and as a team through self-management and effectively prioritizing tasks. Demonstrates a proactive attitude complemented by a high energy level.
• Curiosity
  • Expresses the desire for continued personal and professional growth in order to add value in new ways. Has an investigative nature. Demonstrates examples of never settling for the status quo.

Qualifications

• 1-3 years similar experience
• Technological savviness and proficiency
• Experience working with high-net-worth families and alternative investments strongly preferred
• Proficiency with Box, Salesforce, and NetX360 strongly preferred; experience with similar program types will be considered

Compensation

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

If interested, please send your resume via email to Christina Callesis (CCallesis@balentine.com). Please include your full name as well as the phrase “Account Services Associate” in the subject heading.