Relationship Associate
Balentine
About this role
Balentine is seeking a Relationship Associate to join their Relationship Management team in Raleigh. The role involves providing exceptional client service, supporting portfolio administration, and assisting Relationship Managers to ensure tailored solutions and positive client interactions.
Skills
Qualifications
About Balentine
balentine.comBalentine is an independent wealth management and financial advisory firm serving families, family offices, businesses and institutions from offices in Atlanta and Raleigh. With nearly four decades of experience, they provide personalized, holistic planning and investment management across public and private markets, legacy and multi‑generational family‑office services, and business advisory. Balentine emphasizes a solutions‑focused, tailored approach designed to protect and grow client capital and navigate complex financial decisions.
About Balentine
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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Salary
$50k – $70k
per year