WHO are we looking for?
CAPTRUST is seeking a Senior Administrative Associate will be responsible for high-level administrative support for the firm. This role will be responsible for greeting office guests, answering incoming telephone calls, directing calls to appropriate team members, and other duties as needed. This dynamic role requires the ability to think critically, anticipate needs, and offer solutions to problems with a high level of professionalism and confidentiality. A meticulous attention to detail and strong organizational skills while multi-tasking are also a must. The ideal candidate is exceptionally polished, professional, and a go-getter.
WHO are we looking for?
CAPTRUST is seeking a Senior Payroll Associate who will be responsible for all payroll functions. Excellent organizational skills with an eye for accuracy are important qualifications for this position, as well as the ability to thrive in a changing work environment. The ideal candidate for this position has deep analytical skills, the ability to handle high workload times, is reliable and is committed to always meeting deadlines. Primary responsibilities may include the following, among others:
WHO are we looking for?
CAPTRUST is seeking an Accounting Associate to join our finance team to assist with financial reporting, month-end close process, and technical accounting analysis. As part of the Finance Team, this individual will be responsible for preparing the year-end audited financial statements and footnotes and improving existing processes. Further, this individual will assist with maintaining accounting policies and preparing technical accounting memos and analyses, as needed. The ideal candidate will be team-oriented with a strong work ethic and possess a strong sense of priority, urgency, and a commitment to deadlines. He/She/They will maintain the highest...
WHO are we looking for?
CAPTRUST is seeking a Corporate Counsel with relevant experience in litigation and arbitration. The ideal candidate will have experience handling litigation related to investment advisory and/or ERISA matters. A successful candidate will have a practical, business-oriented approach to problem solving while mitigating legal risks for the company. The role will include responsibility to coordinate matters with external counsel and internal stakeholders. Our ideal candidate is comfortable working with all levels of management to gain an in-depth understanding of our strategy and services. He/She/They will maintain the highest professional...
WHO are we looking for?
CAPTRUST is seeking a Senior Associate on our Governance, Risk & Compliance IT team, if you are seeking a meaningful risk management career, want to grow professionally with the opportunity for advancement, this position is your next step. The GRC Senior Associate will assist in coordinating and contributing to various aspects of the CAPTRUST’s Information Security Program as it relates to IT Governance, Risk, and Compliance. This role will contribute towards supplier due diligence, business continuity testing and other risk-management activities.
WHO are we looking for?
CAPTRUST is seeking a Retirement Plan Relationship Management Associate to work with one to several financial advisors to provide exceptional service to clients. This individual will be responsible for helping advisor team to ensure deliverables are produced timely as well as interacting directly with clients, including retirement plan investment committees, human resource or employee benefit contacts, and external vendor partners. The candidate must maintain the highest professional and ethical standards, be well-organized, service- oriented, and capable of performing under tight deadlines. Primary responsibilities may include the...
WHO are we looking for?
CAPTRUST is seeking an Administrative Associate who will provide general office support with a variety of activities and related tasks. Excellent communication skills and the ability to develop positive, ongoing relationships with clients and colleagues are a must. This person must be detail oriented, well-organized, able to efficiently multi-task, and have strong prioritization skills.
WHO are we looking for?
CAPTRUST is seeking a Wealth Client Management Associate who uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants (CMCs) in providing excellent client service. The candidate for this role provides day-to-day support, project management assistance, and partners with the CMC to research and resolve issues. The candidate also recommends solutions to moderately complex problems. Primary responsibilities may include the following, amongst others:
WHO are we looking for?
The Advisor Group is in search of a Business Development Analyst to help support the organic growth of the wealth management business for this rapidly growing and collaborative organization. The Business Analyst will engage with financial advisors, internal and external partners in wealth management, to support opportunities that generate new revenue, improve client retention, and further other business interests.
The Business Development Analyst will work closely with internal and external partners to develop and deepen relationships in support of the organic...
WHO are we looking for?
CAPTRUST is seeking a Portfolio Implementation Associate who will work in conjunction with the Investment Group to manage accounts. As a Portfolio Implementation Associate, you will operate within the Investment Group to ensure accounts are invested according to their chosen strategy and abide by any client instructions and restrictions.
From day one, you will have an impact on the efficiency and effectiveness of our daily operations, and a lasting influence on our growth plans. Our ideal candidate is comfortable working with all levels of management to gain an in-depth understanding of our strategy...
WHO are we looking for?
CAPTRUST is seeking an Executive Assistant. The Executive Assistant will be responsible for high-level administrative support for the firm including, but not limited to, C-suite level executives and financial advisors. This dynamic role requires the ability to think critically, anticipate needs, and offer solutions to problems with a high level of professionalism and confidentiality. A meticulous attention to detail, ability to prioritize efficiently, and strong organizational skills while multitasking are also a must. The ideal candidate is exceptionally polished, professional, and driven. This is an in-office position. Primary...
WHO are we looking for?
CAPTRUST is seeking a Senior Finance Associate to join the Wealth Finance Team to support billing and accounts receivables for CAPTRUST’s rapidly growing wealth client base. As part of the Wealth Finance Team, you will work with a group of highly motivated problem solvers, with support for your professional growth within this team. As an associate, you will be heavily involved in daily communications with Financial Advisors and Client Management Consultants to manage billing for their clients. You will also provide support with data analysis, using various reports in excel to ensure accuracy in billing setup. The ideal candidate will...
WHO are we looking for?
CAPTRUST seeks a dynamic Senior Sales Enablement Associate plays a critical role in supporting advisors and driving the firm’s sales effectiveness. This individual will serve as a key resource for sales pitch support and content navigation, ensuring that advisors are equipped with the right tools, materials, and internal expertise to effectively engage prospects and clients. Working closely with advisors, the proposal team, strategic content, business line leaders, and subject matter experts (SMEs), this role focuses on curating the right sales and client-facing collateral, consulting on opportunities, and supporting the adoption of sales enablement...
WHO are we looking for?
CAPTRUST is seeking a Performance Reporting Associate who utilizes knowledge and skills to assist with the migration of data from legacy systems to Black Diamond for newly acquired offices. The associate must maintain the highest professional and ethical standards, be well organized, service oriented, and capable of performing under tight deadlines. Primary responsibilities may include the following, among others:
WHO are we looking for?
CAPTRUST is seeking a Senior Tax Associate who will work with team members to provide high net worth families, individuals, and their related entities with tax compliance, tax consulting, and wealth management services. The position is responsible for adding to the team's efforts in all client activities including tax planning, compliance, and executing all tax projects effectively. This position will also develop tax planning techniques for clients and make general recommendations for additional services where appropriate. Primary responsibilities may include the following, among others:
CAPTRUST is seeking a Wealth Client Services Senior Team Leader to work with financial advisors to service and retain wealth client relationships. The Senior Team Leader uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Financial Advisors in providing excellent client service to individual investors and families. The candidate also recommends solutions to problems with extensive contact with Financial Advisors, internal business partners, and operational teams at various custodians. The successful candidate will have a desire to coach and lead while working with a dedicated client services team. This role will work towards a full-time role as a leader in...
WHO are we looking for?
A dynamic, energetic WealthRelationship Manager Associate who will deliver high-level customer service to clients to the firm. The successful candidate will join an established wealth management and institutional advisory team in providing independent advice and customized service to clients. A competitive salary is offered for this role as well as expanding responsibilities with a rapidly growing firm.
WHO are we looking for?
CAPTRUST is seeking an Institutional Associate II who will support the Financial Advisor Service Team to service and retain institutional client relationships. These relationships may consist of corporate retirement plan investment committees, human resource or employee benefit contacts, and external vendor partners. The candidate must maintain the highest professional and ethical standards, be well-organized, service- oriented, and capable of performing under tight deadlines. Must be adaptable, show ability to retain information and possess a strong attention to detail and interpersonal skills. The work location is our Raleigh, NC office. Primary...
WHO are we looking for?
CAPTRUST seeks a dynamic Relationship Management Consultant who will deliver high-level customer service to clients to the firm. The successful candidate will join an established wealth management and institutional advisory team in providing independent advice and customized service to clients. A competitive salary is offered for this role as well as expanding responsibilities with a rapidly growing firm. Primary responsibilities may include the following, among others:
WHO are we looking for?
CAPTRUST is growing, and we are seeking a Financial Planner to join our team. The Financial Planner will work closely with experienced Financial Planners and Financial Advisors to improve productivity and the quality of services provided to clients, and must fit within our culture of integrity, teamwork, and putting clients’ interests first. Primary responsibilities may include the following, amongst others:
WHO are we looking for?
CAPTRUST is seeking a full-time Wealth Client Management Consultant to work with one to several financial advisors to service and retain wealth client relationships. The Client Management Consultant uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Financial Advisors in providing excellent client service to individual investors and families. The candidate also recommends solutions to problems with extensive contact with Financial Advisors, internal business partners, and operational teams at various custodians. Primary responsibilities may include the following, amongst...
WHO are we looking for?
CAPTRUST is seeking a Wealth Client Management Consultant who will work with one to several financial advisors to service and retain wealth client relationships. The Client Management Consultant uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Financial Advisors in providing excellent client service to individual investors and families. The candidate also recommends solutions to moderately complex problems with extensive contact with Financial Advisors, internal business partners, and operational teams at various custodians. Primary responsibilities may include the following, amongst others.
WHO are we looking for?
CAPTRUST is seeking a Tax Accounting Associate to assist in managing our client’s day-to-day accounting and investment accounts. Excellent organizational skills and accuracy are important qualifications for this position, as well as good client relations and the ability to communicate clearly. The ideal candidate for this position is a skilled multi-tasker, is reliable and is committed to consistently meeting deadlines. Most work is geared towards investment and tax compliance.
WHO are we looking for?
CAPTRUST is seeking a Wealth Client Management Consultant who will work with one to several financial advisors to service and retain wealth client relationships. The Client Management Consultant uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Financial Advisors in providing excellent client service to individual investors and families. The candidate also recommends solutions to moderately complex problems with extensive contact with Financial Advisors, internal business partners, and operational teams at various custodians. Primary responsibilities may include the following, amongst others.
WHO are we looking for?
CAPTRUST is seeking a Senior Institutional Associate who will support the Financial Advisor Service Team to service and retain institutional client relationships. These relationships may consist of corporate retirement plan investment committees, human resource or employee benefit contacts, and external vendor partners. The candidate must maintain the highest professional and ethical standards, be well-organized, service- oriented, and capable of performing under tight deadlines. Must be adaptable, show ability to retain information and possess a strong attention to detail and interpersonal skills. This is a full-time position working...
WHO are we looking for?
CAPTRUST is seeking a Performance Reporting Associate who will be responsible for working in various performance reporting software systems to set up and monitor institutional/endowment/foundation investor accounts in addition to managing reporting projects. The Associate will partner with multiple in-house departments along with client actuaries and custodians to research, troubleshoot, and resolve any issues that may arise. Associates must maintain the highest professional and ethical standards, be well organized, service oriented, and capable of performing under tight deadlines. Primary responsibilities may include the following,...
WHO are we looking for?
CAPTRUST seeks a Content Writer and Editor to join its growing marketing team. This person will spearhead content creation to support the firm’s editorial strategy, business development efforts, and internal communications. This colleague will be responsible for developing crisp and accurate content for several audiences, including wealth management clients, retirement plan sponsors, retirement plan participants, endowment and foundation leaders, and fellow colleagues.
WHO are we looking for?
CAPTRUST is seeking a Private Markets Research Professional who will play a critical role in sourcing, analyzing, recommending, and monitoring private market investment managers. The candidate should have a strong knowledge of industry trends within the private markets, with a particular focus on private equity and private debt. Key responsibilities include, but are not limited to:
Join Our Team as a Financial Advisor at CAPTRUST!
Who Are We Looking For?
Are you passionate about helping clients achieve their financial goals? CAPTRUST is seeking a dedicated Financial Advisor to build and manage a holistic wealth management practice. You'll provide comprehensive financial planning, investment management solutions, and risk management to retirement plan participants, individual investors, families, and business owners. Your role will be pivotal in guiding clients towards their short and long-term financial...
WHO are we looking for?
CAPTRUST is seeking a Wealth Client Management Consultant who will work with one to several financial advisors to service and retain wealth client relationships.
The Client Management Consultant uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Financial Advisors in providing excellent client service to individual investors and families. The candidate also recommends solutions to moderately complex problems with extensive contact with Financial Advisors, internal business partners, and operational teams at various custodians. Primary responsibilities may include the following, amongst others:
Join Our Team as a Retirement Plan Financial Advisor at CAPTRUST!
Who Are We Looking For?
Are you ready to make a significant impact in the financial services industry? CAPTRUST is seeking engaging Financial Advisors to expand and nurture a $1 million+ institutional consulting practice across various markets. As a Financial Advisor, you'll be at the forefront of building and managing a diverse portfolio of retirement plan clients, including qualified plan sponsors, fiduciaries, key executives in nonqualified plans, and plan participants. Our focus is on the "mid-market" defined contribution clients, with plans ranging from $25 to $500 million in assets.
WHO are we looking for?
CAPTRUST is seeking a Financial AdvisorRelationship Manager who will deliver high-level service to clients at our firm. The Financial Planner will work closely alongside Financial Advisors to enhance the productivity and quality of services provided to clients. He or she must fit within our culture of integrity, teamwork, and putting clients’ interests first. Primary responsibilities include, but are not limited to:
WHO are we looking for?
CAPTRUST is seeking a part- time Tax Specialist who will work with team members to provide high net worth families, individuals, and their related entities with tax compliance, tax consulting, and wealth management services. The position is responsible for adding to the team's efforts in all client activities including tax planning, compliance, and executing all tax projects effectively. This position will also develop tax planning techniques for clients and make general recommendations for additional services where appropriate. Primary responsibilities may include the following, among others:
WHO are we looking for?
CAPTRUST is seeking an Associate Software Engineer who is eager to learn and whose technical skills enable them to efficiently manage projects and meet deadlines. Our software developers create programs that enhance everyday life by simplifying daily tasks. We seek individuals who are passionate about innovation and driven to overcome challenges. Primary responsibilities may include the following, among others:
WHO are we looking for?
An energetic Trust Administrator Relationship Manager who will deliver high-level customer service to clients of the firm. The Trust Administrator Relationship Manager will join an established wealth management team to manage all aspects of trust administration for its clients. A competitive salary is offered for this role as well as expanding responsibilities with a rapidly growing firm. The position is located in the greater Boston, MA area.
WHO are we looking for?
CAPTRUST is seeking a Senior Compliance Associate to join our Compliance Team. You will work with the Director of Compliance to help maintain and implement the firm’s compliance program and drive adherence with applicable laws, regulations, and regulatory guidance.
Our ideal candidate has an eagerness to enhance their acumen in the investment adviser industry, drive efficiency in regulatory compliance programs, and develop expertise in Compliance testing, systems, and practices, and would like to grow in a tight-knit, collaborative Compliance team with an established SEC-registered investment...
WHO are we looking for?
CAPTRUST is seeking a motivated and experienced Dynamics 365 Product Manager with extensive and specialized expertise in Microsoft Dynamics 365 to lead the development, optimization, and expansion of our CRM platform. The ideal candidate must possess a profound understanding of Dynamics 365, with a proven track record of successfully managing and enhancing this specific CRM system. This role requires a strong ability to engage with cross-functional teams, understand business needs, negotiate scope, and deliver high-impact solutions. This is a unique opportunity to shape our Dynamics 365 ecosystem and drive long-term business success...
WHO are we looking for?
An energetic Financial Planner who will deliver high-level customer service to clients of the firm. The Financial Planner will join an established wealth management and institutional advisory team in providing independent advice and customized service to clients. A competitive salary is offered for this role as well as expanding responsibilities with a rapidly growing firm. The position is located in Minnetonka, Minnesota.
Who Are We Looking For?
Are you ready to make a meaningful impact in the financial services industry? As an Endowment and Foundations Advisor your clients will include endowments, foundations, institutional asset pools, 401(k), 403(b), defined benefit, and non-qualified plans. We focus on the “mid-market" with assets between $5 million and $250 million.
WHO are we looking for?
CAPTRUST is seeking a Senior Tax Associate to work with team members to provide high net worth families, individuals, and their related entities with tax compliance and consulting, and wealth management services. The Senior Tax Associate is responsible for adding to the team's efforts in all client relations including planning, directing, and executing all tax projects effectively. This position will also develop tax planning techniques for prospective clients and make general recommendations for appropriate additional services. Primary responsibilities may include the following, among others: