WHO are we looking for?

The Vendor Analysis Team Senior Specialist is focused on building strategic vendor relationships by interfacing with non-primary vendors, taking ownership of setting and leading due diligence meetings, remediating vendor service escalations among all vendors and cascading information within the team and greater CAPTRUST. The Vendor Analysis Team Senior Specialist will also work with our Financial Advisors, client services professionals, and occasionally directly with firm clients to fulfill service provider fee benchmarking and RFP projects.

• Serve as the point of contact for non-primary vendor relationships including record keepers, third-party administrators, trustees, and custodians. Responsible for leading non-primary vendor interactions, due diligence meetings, relationship building, information sharing on product updates/roadmap, etc
• Point of contact for service escalations for all vendor relationships. Act as concierge for escalations through remediation process and provide updates to Lead/Advisor
• Analyze and benchmark service provider fees for institutional clients/prospects, including record keepers, third-party administrators, trustees, and custodians
• Scope & fulfill service provider RFP projects for institutional clients/prospects including leading the analysis of service providers suitable for clients/prospects. Meet and correspond with advisors, clients and prospects to present project findings
• Review deliverables for completeness and accuracy before providing to client services/advisors
• Maintain knowledge of the vendor landscape including industry trends, changes, M&A activity, best practices, regulatory changes
• Identify and implement opportunities to enhance or improve the efficiency of team communication/deliverables/operations
• Contribute to team and firm-level strategic projects

Minimum Qualifications:

• Completion of a four-year college degree – Business Administration, Finance, Economics, or Accounting preferred or equivalent work experience
• 8 years of relevant industry experience

Desired Qualifications/Skills:

• Experience working with defined contribution plans, specifically 401(k) and 403(b) plans
• Retirement plan/record keeping or procurement experience
• Project management experience a plus
• Working knowledge of ERISA guidelines and regulations
• Industry-related certifications and designations are a plus (examples: FINRA Series 6, 65,63,7, CRPS, AIF, QKA)
• Significant experience with Microsoft products, especially Excel/PowerPoint

WHAT can you expect from your career at CAPTRUST?

Our colleagues, like our clients, tend to stay with CAPTRUST for years. There's a reason for it; it's a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.

Our Employee Benefits Package shows how much we value our team. Some benefits include:

• Employee ownership opportunities
• Brick Bonus success sharing program
• Comprehensive health coverage + Personify Health wellness platform
• 401(k) program with a 5% employer match + financial planning for colleagues

WHERE will you be working?

4208 Six Forks Rd #1700 | Raleigh, NC 27609

OR

ANY CAPTRUST office

Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite

HOW do we build a world class organization one brick at a time?

We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.

Are you the next brick?

To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:

• Ability to build successful, collaborative, and trusting relationships
• Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
• A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges
• Inherent desire to give back to our communities and enrich the lives of those around us
• An other-centered mindset
• Integrity through maintaining objectivity

EEO/Diversity Statement:

At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.

CAPTRUST is committed to providing employment opportunities without regard to race, color, age, sex, sexual orientation, familial status, religious creed, national origin, ancestry, medical condition, marital status and registered domestic partner status, citizenship status, military and veteran status, disability, protected medical condition, genetic information, or any other status protected by law. CAPTRUST makes all employment decisions without regard to these protected statuses and does not tolerate harassment or discrimination. #mid-senior