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Robert Batt, Chfc®, Casl® is listed as Manager of Client Success at CapitalRock, a with 14 employees, based in Greater Richmond Region, United States. AeroLeads shows a matched LinkedIn profile for Robert Batt, Chfc®, Casl®.
Robert Batt, Chfc®, Casl® previously worked as Manager - Financial Planning / Senior Planning Analyst at Wealthcare Capital Management and Director of Client Services at Hermitage Wealth Management. Robert Batt, Chfc®, Casl® holds B.S. Business Administration, Finance from Virginia Commonwealth University.
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A high-energy, process-oriented leader with a record of identifying the implications of business goals and developing solutions across aspects of employee and client-facing functions. Chartered Financial Consultant® with expertise in the financial services and fintech industries along with its applications including: training/education, financial planning, management, human resources, and qualified/non-qualified plans and products. Described as dedicated and collaborative, with a passion for producing financial insights, and coaching and developing team members. A proven innovative leader and mentor.
Listed skills include Financial Planning, Retirement Planning, Financial Services, Team Leadership, and 27 others.
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A career timeline built from the work history available for this profile.
Ownership of onboarding and retention strategies through the coordination of account management, support, software development, marketing, and education elements in order to advocate for customer needs and expectations.
Richmond, Virginia Area
Duties include financial plan preparation and advisor consulting. Implement investment strategies and applied financial planning techniques to meet many of our individual clients' needs, including retirement income planning, wealth transfer, education savings, and insurance. Serves on product committee to ensure quality technology tools are made available to advisors/planners. Additional duties include advisor relationship management and the on-boarding of new advisors.
Richmond, Virginia Area
Provide support and service to individual and corporate clients of a leading, and highly regarded, wealth management team.Implement investment strategies and applied financial planning techniques to meet many of our individual clients' needs, including retirement income planning, wealth transfer, education savings, and insurance. Most importantly, getting to know our clients, their motivations, goals, concerns, and dreams.Responsible for managing relationships and the on-going service for all corporate clients. Updating and providing analysis for corporate client investment plan objectives and all associated deliverables. Coordinating and managing our Statement of Services - representing our customized, written commitment to each of our numerous corporate partners.Hermitage Wealth Management, Inc. is a separate entity from Signator Investors, Inc.
Managed the Client Services team to provide responsive, high-quality assistance to end users of “best-in-class” financial planning software. Developed and implemented customer-driven quantitative and qualitative statistics to create value for clients. Established weekly topic and application-based trainings for customers which were extremely well received. Actively enriched institutional relationships through in-person and web-based trainings. Created and monitored day-to-day departmental procedures to ensure consistent, high-quality customer experience. Responsible for all HR functions for the Client Services team, including: selection, hiring, and training of new associates, as well as administration of company-wide policies and procedures.Key resource and coach for team regarding communication of complex financial planning concepts. Oversaw all Support team trainings and provide focused development for individuals. Regularly collaborated with other departments to deliver a cohesive customer experience.
Provided phone and online support for financial planning software. Contributed over 80,000 advisor interactions. Conducted web-based and in-person training on financial planning software, both content and application. Screened department candidates. Trained and coached junior associates on the software, as well as, support related functions.Handled escalated calls regarding application of complex financial planning concepts, such as: stock options, Social Security, and estate/wealth transfer planning.Collaborated on the creation and update on support/training resources for customers.
Richmond, Virginia
Participated in the positioning, marketing, and implementation of annuity & insurance product platforms, as well as assisted in the creation of financial plans. Collaborated with advisors and insurance company representatives to provide meaningful, client-appropriate annuity options. Created and maintained internal website pages for annuity and financial planning departments.
Midlothian, Va
Responsible for timely monitoring, trading, and reconciliation of mutual fund transactions for customer qualified plans. Compiled and maintained fee structures for contractual agreements. Additional functions included: the research, compilation, invoicing, and collection of all receivables, determination of monthly office accruals, and reconciliation of wire and trust transactions.
Other employees you can reach at capitalrock.com. View company contacts for 14 employees →
Hayden Galloway
Colleague at CapitalrockProvo, Utah, United States
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Shawn Koga
Colleague at CapitalrockUnited States
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Douglas Garback Jr. , Pmp
Colleague at CapitalrockNew York City Metropolitan Area, United States
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Olaf Jensen
Colleague at CapitalrockSalt Lake City, Utah, United States
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Zachary Draper
Colleague at CapitalrockSalt Lake City Metropolitan Area, United States
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Brandon Erik Jacobsen
Colleague at CapitalrockAmerican Fork, Utah, United States
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Connor Hyde
Colleague at CapitalrockNorth Salt Lake, Utah, United States
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Tyson Crane
Colleague at CapitalrockSalt Lake City, Utah, United States
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Michelle Hyde
Colleague at CapitalrockKaysville, Utah, United States
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Tyler Harris
Colleague at CapitalrockProvo, Utah, United States
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Quick answers generated from the profile data available on this page.
Robert Batt, Chfc®, Casl® works for CapitalRock.
Robert Batt, Chfc®, Casl® is listed as Manager of Client Success at CapitalRock.
Robert Batt, Chfc®, Casl® is based in Greater Richmond Region, United States while working with CapitalRock.
Robert Batt, Chfc®, Casl® has worked for Capitalrock, Wealthcare Capital Management, Hermitage Wealth Management, Moneyguidepro (Pietech, Inc.), and Scott & Stringfellow.
Robert Batt, Chfc®, Casl®'s colleagues at CapitalRock include Hayden Galloway, Shawn Koga, Douglas Garback Jr. , Pmp, Olaf Jensen, and Zachary Draper.
You can use AeroLeads to view verified contact signals for Robert Batt, Chfc®, Casl® at CapitalRock, including work email, phone, and LinkedIn data when available.
Robert Batt, Chfc®, Casl® holds B.S. Business Administration, Finance from Virginia Commonwealth University.
Robert Batt, Chfc®, Casl® is listed with skills including Financial Planning, Retirement Planning, Financial Services, Team Leadership, Training, Project Management, Chfc, and Moneyguidepro.
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