WHO are we looking for?   CAPTRUST seeks a dynamic Wealth 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?   CAPTRUST is seeking a Financial Advisor Retirement Counselor who will be responsible for building and managing a holistic wealth management practice that serves the ongoing and ever-changing needs of its clients. They will provide deep financial planning advice around life goals, investment management solutions and risk management. The Financial Advisor will work primarily with retirement plan participants, corporate executives, individual investors, families, and business owners to help them achieve their short and long-term goals. Primary responsibilities may include the following, among others:

WHO are we looking for?   CAPTRUST is seeking a highly motivated candidate to join our team as an Identity & Access Management (IAM) Senior Associate. The candidate will be responsible for contributing to CAPTRUST’s Identity and Access Management program through the development, implementation, and maintaining IAM policies, procedures, and standards. In addition, the Senior Associate will be responsible for supporting the implementation of IAM technologies and access requests in support of the CAPTRUST’s business objectives.

WHO are we looking for? CAPTRUST is seeking a Project Manager will lead and coordinate projects within the organization. This role involves collaborating with various teams, tracking project progress, and ensuring projects are completed on time and within budget. The ideal candidate is organized, detail-oriented, and capable of managing multiple tasks simultaneously while supporting firm wide initiatives.

WHO are we looking for?   CAPTRUST is seeking a Senior Portfolio Transition Specialist who will work closely with financial advisors, client services, centralized trading, investment group, and third parties to manage transitioning OCIO (Outsourced Chief Investment Officer) portfolios for endowments, foundations, pension plans, and other institutional clients. In this leadership position, the individual will manage OCIO portfolios during onboardings and transitions by actively communicating with investment managers, custodians, and internal groups:

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 Associate Developer to join our dynamic Emerging Technologies team. This position is perfect for individuals passionate about machine learning, artificial intelligence, and robotic process automation (RPA), looking to apply and expand their skills in a real-world, fast-paced environment. The successful candidate will work on projects that directly impact the efficiency and effectiveness of our services, contributing to the firm's growth and technological advancement.

WHO are we looking for?   CAPTRUST is seeking an Institutional Operations Associate who will work with client service professionals, investment consultants, and our retirement plan providers to oversee and execute on the firm's institutional client processes. The Associate will be responsible for quarterly institutional reporting and the troubleshooting of reporting errors. This individual will work closely with our institutional performance reporting team to facilitate the update of quarterly asset values and investment positions in our CRM. Additionally, the Associate will evaluate current processes, recommend improvements, document procedures, and educate other CAPTRUST team members on both existing...

WHO are we looking for?   CAPTRUST is seeking a skilled Azure Infrastructure Engineer to join our team at CAPTRUST, a leading financial investment firm headquartered in Raleigh, NC. The ideal candidate will have a strong background in Microsoft Azure and cloud infrastructure, with a proven ability to design, deploy, and maintain secure, scalable, and resilient cloud solutions. You will be responsible for driving our cloud initiatives, optimizing infrastructure for efficiency and performance, and supporting the overall technology strategy. This role requires expertise in automation, scripting, and cloud security best practices.

WHO are we looking for?   CAPTRUST is seeking a dynamic, operationally minded Senior Financial Planner Associate who will deliver high-level service to multiple wealth advisory teams. This role offers potential for growth with expanding responsibilities and opportunity for promotion into an advisory role with a rapidly growing firm. The position is in our Brentwood, TN, office.

WHO are we looking for?   CAPTRUST is seeking a Portfolio Associate II who will work in conjunction with the Portfolio Risk & Advisory group to oversee and advise upon existing client & prospect assets. 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 a strong communicator and would be comfortable interacting with peers and managers alike to gain an in-depth understanding of our strategy and services. They will maintain the highest professional and ethical standards, be well-organized,...

WHO are we looking for?    CAPTRUST is seeking a 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?    The CAPTRUST Human Resources department is looking for a Human Resource Associate to support recruiting activities and other administrative duties related to the operations of the Human Resources department. The Human Resource Associate will help coordinate interviews and provide white glove service throughout the recruitment lifecycle. This role will support internal and external requests related to the department. 

WHO are we looking for?   CAPTRUST is seeking a Financial Wellness Consultant. A Financial Wellness Consultant is pivotal in orchestrating the transition to a holistic financial wellness program, working closely with clients to understand their unique needs, culture, and expectations. This role is responsible for developing and implementing a tailored financial wellness strategy that aligns with the client's goals, fostering strong relationships, and ensuring the program's success and client satisfaction. Primary responsibilities may include the following, among others:

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 seeks a dynamic Financial Advisor Relationship Manager – Planner, who will lead and support existing and new client relationships to provide world-class service.

WHO are we looking for?   The Benefits Senior Manager will develop, manage, and lead employee benefits function within the organization.  The Senior Manager will play a lead role in CAPTRUST benefits including but not limited to health and welfare plans, wellness initiatives and behavioral health, 401(k) plan administration, and paid time off. 

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 Wealth Planning Associate who will work directly with our wealth advisory teams to provide client and prospective client wealth management solutions. This includes support of our centralized financial planning model, onboarding new offices onto our wealth planning platform, executive financial planning, financial planning workflows, and continually developing strategies and solutions to better serve our clients. 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? 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 experienced and knowledgeable Senior Institutional Training Specialistto oversee and deliver institutional training across the Institutional Client Service and Operations department. The ideal candidate will have a strong background in developing learning programs within the financial services industry and can cater their curriculum to different levels and learning styles. This role will also serve as a subject matter expert on processes and technology within the team.

WHO are we looking for?   CAPTRUST is seeking a Institutional Client Management Consultant who will work with several financial advisors to service and retain institutional client relationships. These relationships may consist of corporate and public retirement plans, endowments, foundations, high net worth families, and other institutional asset pools. Points of contact include Board and Committee members, staff, as well as 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,...

WHO are we looking for?   CAPTRUST is seeking a Wealth Operations Associate II who will provide support for the onboarding of new CAPTRUST client accounts. This position acts as a liaison between internal CAPTRUST departments and our custodians (Charles Schwab, Pershing Advisor Solutions, Fidelity, and TD Ameritrade). 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 through Thursday from 8:30 a.m. to 5:30 p.m....

WHO are we looking for?   CAPTRUST is seeking a motivated and experienced Product Manager with deep expertise in Microsoft Dynamics 365 to lead the development, optimization, and expansion of our CRM platform. The ideal candidate will have a strong ability to engage with cross-functional teams, understand business needs, negotiate scope, and deliver high-impact solutions. This role presents an exciting opportunity to shape our Dynamics 365 ecosystem and contribute to long-term business success.

WHO are we looking for?   CAPTRUST is seeking a Compliance Director who will have responsibility for regulatory compliance matters for our firm.  The...

WHO are we looking for?   An energetic Wealth Planning Relationship Managerwho 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. 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?  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 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 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...

WHO are we looking for?   CAPTRUST seeks a dynamic Wealth 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?   CAPTRUST seeks a dynamic Financial Planner who will work with a Senior Financial Advisor and staff members (we have a team-based approach) to lead and support client relationships to provide world-class service. A competitive salary plus bonus, depending on experience, and expanding responsibilities with a rapidly growing advisor offered for this role.

WHO are we looking for?   CAPTRUST is seeking a Senior Strategic Growth Associate to assist with M&A deal sourcing, sales and marketing support, market research and analysis. The ideal candidate will be team-oriented with a strong work ethic, self-starter with strong interpersonal skills, 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 improvements, and help drive insights for a rapidly growing company. M&A is a key initiative to drive growth of the firm, and as such, has a high...

WHO are we looking for?   CAPTRUST is seeking a SeniorClient Management Consultant who will work with one to several financial advisors to service and retain wealth client relationships. The Senior 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, among...

WHO are we looking for?   CAPTRUST is seeking an experienced and detail-oriented Product Manager to oversee institutional client reporting (retirement plans, endowments, foundations, and other asset pools) and the technologies that support these deliverables. The ideal candidate will have a strong background in product management, data analytics, and a deep understanding of client reporting within the financial services industry. This role is crucial in ensuring accurate, timely, and effective reporting solutions that meet the needs of our clients and stakeholders. Primary responsibilities may include the following, among others:

WHO are we looking for?   CAPTRUST is seeking an Institutional Advisor to serve and grow a $1 million+ institutional consulting practice in multiple markets. The Institutional Advisor role is responsible for building and servicing a practice of institutional clients including investment committees, nonprofit boards and executives, qualified plan sponsors, fiduciaries, key executives in nonqualified plans and plan participants – to include endowments, foundations, institutional asset pools, 401(k), 403(b), defined benefit, and nonqualified plans. For defined contribution clients, we seek the “mid-market” which we define as plans of $25 to $500...

WHO are we looking for?    CAPTRUST is seeking Wealth Financial Advisors who will attract new, affluent wealth clients to the firm using a comprehensive financial planning approach. The successful candidate will join an established wealth management and institutional advisory team providing independent advice and customized service to clients.  Competitive compensation is offered for this role as well as expanding responsibilities with a rapidly growing firm. 

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:

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: