WHO are we looking for?  CAPTRUST is seeking an Institutional Client Management Associate (CMA) to 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 Monday...

WHO are we looking for?  CAPTRUST is seeking an Institutional Client Management Associate (CMA) to 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 Monday...

WHO are we looking for? CAPTRUST is seeking a dynamic Financial Planner who will deliver high-level service to the firm. A competitive salary is offered for this role as well as expanding responsibilities with a rapidly growing firm. This opportunity is for our Brentwood, TN, office

WHO are we looking for?   CAPTRUST is seeking a Portfolio Implementation Senior Associate who will work in conjunction with the Investment Group to manage accounts. As a Portfolio Implementation Associate, you will operate 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 a Tax Associatethat will provide exposure to the inner workings of a wealth management firm with a robust tax practice. Hands-on learning starts day one in this fast-paced environment. Responsibilities include all aspects of a wealth management firm, including tax planning and compliance, assisting with client service, meeting preparation, and software conversion projects.

WHO are we looking for?   CAPTRUST is seeking a Financial Advisor Recruiter to identify, engage, and hire top-tier financial advisors who align with our culture, service model, and long-term growth priorities. This individual will play a critical role in building our advisor bench strength by sourcing experienced talent, managing full-cycle recruiting processes, and partnering closely with business leaders across the firm. Candidates must demonstrate the highest professional and ethical standards, exceptional communication skills, strong relationship-building capabilities, and a keen understanding of the wealth management and financial advisory landscape.

WHO are we looking for?   CAPTRUST is seeking a Finance Merger & Acquisition Associate to support all reporting and analysis requirements for the M&A Team. As part of the team, the associate will be heavily involved in all aspects of the deal lifecycle from pre-deal operational and synergy reviews to 'Day 1' planning and post deal implementation. The ideal candidate will be team-oriented with a strong work ethic, well-organized, collaborative, and accountable all the while possessing a sense of urgency while performing under tight deadlines. This position will have an immediate opportunity to impact efficiency, provide ideas for process...

WHO are we looking for?     CAPTRUST seeks an Institutional Portfolios Investment Associatewho will work with our Financial Advisors, Client Services professionals, Marketing colleagues, and occasionally directly with clients to scope/fulfill projects and deliverables for prospective and existing institutional clients, including pension plans, cash balance plans, endowments, and foundations. The Associate will monitor OCIO (Outsourced Chief Investment Officer) institutional portfolios to ensure compliance with Investment Policy Statements and initiate trading flows needed due to rebalancing or allocation changes.

WHO are we looking for?    CAPTRUST is seeking a Client Management Consultant who will work with one to several financial advisors 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. Primary responsibilities may include the following, among others:

WHO are we looking for?    CAPTRUST is seeking a Client Management Consultant who will work with one to several financial advisors 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. Primary responsibilities may include the following, among others:

WHO are we looking for?   CAPTRUST is seeking an InstitutionalInvestment Research Associate to work within our Defined Contribution team and who will help source, underwrite, and maintain a list of approved multi-asset investment strategies. This position will assist with disseminating information on the industry and individual strategies to our internal partners including financial advisors, client service professionals, the Investment Group, Investment Committee, and occasionally directly with firm clients through written and verbal communication. This is a full-time position working Monday through Thursday from 8:30 a.m. to 5:30 p.m....

WHO are we looking for?   CAPTRUST is seeking a Senior Institutional Client Management 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...

WHO are we looking for?    CAPTRUST is seeking a Institutional Client Management Consultant who will work with one to several financial advisors 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. Primary responsibilities may include the following, among others:

WHO are we looking for?   CAPTRUST is seeking an Institutional Support 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...

WHO are we looking for?    CAPTRUST is seeking a full-timeSeniorWealth 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...

WHO are we looking for?  CAPTRUST is seeking an Institutional Client Management Associate (CMA) to 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 Monday...

WHO are we looking for?   CAPTRUST is seeking an Associate Bookkeeper 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. Preparation of estate and gift tax returns for our Family office clients is an additional responsibility in this role. The position is responsible for...

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 Financial Counselor II who want to make a difference in people’s financial lives. Those that want to have holistic financial conversations to help educate and guide participants in employer sponsored retirement plans. We primarily speak with participants who have pre-scheduled an appointment with the CAPTRUST at Work desk (outbound call). Your conversations will be unique and will answer the participants’ questions as well as discover areas of financial concern they may not even be aware of. As an integral part of the At Work Desk team, you are making a difference in people’s lives as you provide...

WHO are we looking for?   CAPTRUST is seeking a Client Management Associate II who will use 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, among others:

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 seeks a dynamic Marketing Associate to join its in-house marketing communications and creative services team. This team supports corporate marketing, business development, internal communications, and sales and marketing initiatives for a rapidly growing and collaborative organization.   Overview of Department  

WHO are we looking for? CAPTRUST seeks a dynamic Institutional Financial Advisor Relationship Manager who will provide high-level advisory service to new and existing institutional investors and clients. A competitive salary is offered for this role as well as excellent career growth potential with an ever-growing firm.

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?   We are seeking an Accountant who is responsible for managing full cycle accounting operations for the Leawood, KS advisory team and clients. This role is responsible for preparing financial statements, processing accounts payable and receivable, managing general ledger reconciliations, tracking fixed assets, tracking prepaid and accrued expenses and overseeing income and sales tax and month end filings for businesses and individuals. This individual 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 a Financial Counselor II that will meet with employees of retirement plans to holistically advise individuals as to their plan options, provide retirement planning strategies, evaluate their risk tolerance and make asset allocations recommendations based on CAPTRUST investment strategies. The Financial Advisor will manage specific clients and work directly with clients and Financial Advisors in managing advice projects.

WHO are we looking for?   CAPTRUST is seeking a Quality Assurance Associate who will be responsible for designing and implementing tests, debugging and defining corrective actions. The QA Associate will also review system requirements and track quality assurance metrics. This role includes participating in the software development life cycle (SDLC) and communicate with the Business Analysts and other project team members. This individual must be highly motivated, detailed oriented and continues to build our complete QA program that not only safeguards the quality of our software, but also foster a “quality culture” within the organization.

WHO are we looking for?    CAPTRUST is seeking a Institutional Client Management Consultant who will work with one to several financial advisors 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. Primary responsibilities may include the following, among others:

WHO are we looking for?   CAPTRUST is seeking an Administrative Assistant 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 Payroll Consultantwho 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?   We are seeking an experienced and motivated Security Operations Engineer II to join our growing cybersecurity team. This mid‑level role is ideal for professionals with 3–5 years of hands‑on experience in Security Operations Center (SOC) functions, incident response, and network security. In this position, you’ll play a critical role in detecting threats, leading investigations, and strengthening our security posture through continuous process enhancements. In addition to core SOC responsibilities, this role will own and support telecom systems and enterprise collaboration platforms, ensuring they remain secure, reliable, and...

WHO are we looking for?   CAPTRUST seeks a Relationship Management Specialistwho will deliver high-level customer service to clients to the firm. The successful candidate will join an established wealth management 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 a dynamic and client-focused Financial Advisor Relationship Manager(FARM) to serve as the primary point of contact for our clients. In this role, the FARM will lead client review meetings, present and update financial plans, and clearly communicate CAPTRUST’s investment philosophy. The ideal candidate is confident, adaptable, and able to engage in discussions across a broad range of financial planning and portfolio management topics. The FARM will also handle intermediate to advanced client service tasks with precision and follow-through. As a FARM, this individual will deliver a trusted advisor...

WHO are we looking for?   CAPTRUST is seeking an Accounts Payable Associatewho will be responsible for processing vendor invoices and payments along with assisting in expense report processing.  The AP Associate should have good communication skills as they will work closely with all employees and with outside vendors.  As part of the Finance Team, you will be able to impact efficiency and to provide ideas for process improvements.  Our ideal candidate will have Concur experience and will be comfortable working with others.  He/She/They will maintain the highest professional and ethical standards, be...

WHO are we looking for?   We are seeking a full-time Corporate M&A Counsel experienced in transactional matters to join our internal legal team. The successful candidate will focus on leading the legal due diligence for acquisitions, serving as lead counsel or part of legal team on all acquisitions and assisting with drafting, negotiating, and reviewing ancillary documents as needed. This role works closely with our M&A and integrations teams and requires a general understanding of various aspects of our business. As counsel, you will provide practical legal advice across business lines while mitigating legal risks for the company. The...

WHO are we looking for?     CAPTRUST is seeking a TaxAssistant who will provide general support to the Tax Department and Managing Directors with a variety of activities and related tasks.  This is a full-time permanent position, working Monday through Thursday from 8:30 a.m. – 5:30 p.m. and Friday from 8:30 a.m. – 4:00 p.m. in our Boston, MA office location. 

WHO are we looking for? An energetic and highly motivated Senior Wealth Planning Associate who will deliver high‑level customer service to clients of the firm. The Relationship Management Planning Associate will join an established wealth management and institutional advisory team in providing independent advice and customized service to clients. This role offers a competitive salary, hands‑on planning experience, and expanding responsibilities within a rapidly growing firm. Advanced proficiency in eMoney is required, as this role will be heavily involved in building, modeling, and presenting financial plans.

WHO are we looking for?   A dynamic, energetic Wealth Relationship 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 a Defined Contribution Associate will work with our Financial Advisors, client services professionals, and occasionally directly with firm clients to fulfill investment-related projects and deliverables for prospective and existing clients. The Defined Contribution Associate will also assist with internal Defined Contribution projects and initiatives. Additionally, the...

WHO are we looking for?   CAPTRUST is seeking a Tax Manager who will 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 position 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:

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:

CAPTRUST is seeking an Investment Strategistwho will serve as a subject matter expert responsible for assisting our expanding national footprint of Financial Advisors with a range of investment topics in support of client service and prospect interactions, both in-person (if/when applicable), and over the phone/electronically. Primary responsibilities may include the following, among others:

WHO are we looking for?   CAPTRUST is seeking a highly skilled and self-driven Senior Specialist Software Engineerto serve as a technical expert in designing and building scalable, cloud-native applications. This role is ideal for an experienced developer who thrives on solving complex problems, driving technical excellence, and delivering high-impact solutions using Microsoft Azure, C#, and TypeScript.

WHO are we looking for?    CAPTRUST is seeking a Senior Client Management Associate who uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants (CMCs) and/or Advisors in providing excellent client service. The candidate for this role provides day-to-day support, project management assistance, and partners with the CMC and/or Advisors 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?   CAPTRUST is seeking a Wealth Client Services Manager who will lead a team of client service representatives to deliver exceptional, proactive service to valued client relationships. The successful candidate will supervise a client services team focused on working with clients in our Wealth Management division. Primary responsibilities may include the following, amongst others:

WHO are we looking for?   CAPTRUST is seeking a Corporate Accounting Senior Associate to join our Finance team to assist with financial reporting, the month-end close process, and technical accounting analysis. As part of the Finance team, this individual will be responsible for preparing year-end audited financial statements and footnotes, as well as improving existing processes. Additionally, 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 commitment to deadlines. They will maintain...

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...

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?   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.