WHO are we looking for?

CAPTRUST is seeking a Business Development Associate to support our client acquisition efforts within the wealth advisory and marketing teams. This role is responsible for initiating outbound calls to prospects, introducing our financial advisory services, and qualifying leads for our wealth advisors. The ideal candidate has an overall understanding of financial services, excellent communication skills, and a passion for helping individuals achieve their financial goals. Primary responsibilities may include the following, among others:

Job Responsibilities: 

• Conduct outbound cold calls to individuals, centers of influence, businesses to introduce the firm’s wealth management services, or to follow up on their attendance at a seminar.
• Engage prospects in meaningful conversations regarding our lab/discovery meeting process.
• Qualify leads based on predefined criteria and schedule introductory meetings with wealth advisors.
• Maintain detailed records of outreach activities, lead status, and follow-ups in the CRM system.
• Collaborate with marketing and advisory teams to refine messaging and targeting strategies.
• Meet or exceed weekly and monthly outreach and conversion targets.
• Provide backup assistance for prospecting events and/or client onboarding (tasks may include paperwork prep, CRM updates, etc.) when needed.

Minimum Qualifications:

• Bachelor’s degree in business, finance, marketing or related field preferred
• FINRA Series 7 or 65 license is a plus but not required 

Desired Qualifications/Skills:

• Prior experience in cold calling, sales, or client outreach within financial services or a related industry
• Strong understanding of the wealth management and financial planning services we provide
• Excellent verbal communication and interpersonal skills. Ability to build rapport quickly and handle objections professionally
• Familiarity with CRM platforms and call tracking tools, excel, data analytics
• Self-motivated, goal-oriented, and resilient in the face of rejection

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:

• Company discretionary bonus
• Health, Dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms
• Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods
• Paid time off (PTO) or Paid Sick Leave (PSL)

WHERE will you be working?

330 John Carlyle St. #400 | Alexandria, VA 22314

Hybrid work option is available after initial 90 days, when determined to be appropriate.

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.

It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws.

This position will remain open until filled.