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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 seeking a Data Analyst to play a key role in driving data-driven decision-making and strategic insights across the organization. This role is ideal for an experienced professional with a passion for uncovering insights, ensuring data quality, and driving business objectives through data analysis. The analyst will collaborate with stakeholders across departments to design scalable analytics solutions, enhance data quality frameworks, and optimize data-driven processes to support business objectives.
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 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 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 Technology Support Associate who will be responsible for providing technology support for 1800+ employees as well as ensure that needs are met through solutions that are well constructed, well communicated, and operating properly. This is an entry-level position that cannot be performed remotely, the location is Raleigh, NC with working hour range 8am – 7pm ET. Primary responsibilities may include the following, among 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 M&A Pipeline Management analyst who will work with senior leadership on M&A sales and marketing support, and market research and analysis. This role requires a detail-oriented professional with strong analytical skills and exceptional communication abilities. The ideal candidate will be team-oriented and possess a sense of urgency while performing under tight deadlines. This position offers an immediate opportunity to drive efficiency, innovate processes, and provide strategic insights for a rapidly growing company.
WHO are we looking for?
CAPTRUST is seeking a Compliance Senior Analyst to join our Compliance Team. You will work with the Director of Advisory Compliance to maintain and implement the compliance program for an established SEC-registered investment adviser and registered broker-dealer, and drive adherence with applicable laws, regulations, and regulatory guidance. Our ideal candidate has a strong, working knowledge of the compliance responsibilities of SEC-registered RIAs, including the requirements applicable to marketing materials and the development of policies...
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?
The Director of Retirement Plan Consultingwill collaborate with Financial Advisors, client services professionals, and the firm’s clients to provide ERISA and non-ERISA plan technical support and fiduciary education. They will manage a team of retirement plan professionals to execute these responsibilities. The position will perform and oversee the duties needed to support clients with plan design benchmarking, plan governance review, and regulatory compliance requirements. This position will also develop retirement plan consulting services for prospective clients and make general recommendations for appropriate additional services....
WHO are we looking for?
CAPTRUST is seeking an Alternative Investment Research Manager 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:
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 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 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 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?
CAPTRUST seeks a dynamic Financial Advisor Relationship Manager who 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?
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 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: