WHO are we looking for?   CAPTRUST is seeking an Relationship Management Associate who will provide support in the delivery of advice to clients. Within our team structure, the Associate’s primary responsibility is to prepare financial analysis, modeling, and client materials under the guidance of senior professionals, participate in client meetings, and complete follow-up work. Primary responsibilities may include the following, among others:

WHO are we looking for?   CAPTRUST is seeking an IT Hardware & Integration Technician who will provide support for the technology needs of 1400+ employees. This position ensures that CAPTRUST colleagues technological needs are met through solutions that are well constructed, communicated, and operating properly. This position also manages the ticket queues resulting from incoming requests related to IT issues and will provide troubleshooting efforts across the enterprise to ensure a stable and optimized environment. This is a full-time position working Monday through Thursday from 8:00 a.m. to 5:00 p.m. and Friday from 8:00 a.m. to 4:00 p.m. in our Raleigh, North Carolina, office location.

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 a temporary Tax Operations Admin who will work with Advisors in our Wyzata, MN office who oversee the delivery of tax services at CAPTRUST. The position is responsible for administrative support to the tax team, assisting or performing administrative services for both internal and external clients and working cross functionally as a liaison with the internal finance team. The candidate must maintain the highest professional and ethical standards, be well-organized, service- oriented, and capable of performing under tight deadlines. This is a temporary position working Monday through Thursday from 8:30 a.m. to 5:30 p.m. and Friday from 8:30 a.m. to 4:00 p.m. in our Wyzata, MN office location. Primary responsibilities may include the following, among others:

WHO are we looking for?   CAPTRUST is seeking a Wealth Planning Associate with a passion for solving complex financial challenges for clients. The ideal candidate will be looking to grow within this role by working with a highly experienced and effective team. This position allows for the flexibility to work within a team environment as well as independently to prepare deliverables and complete projects. The Wealth Planning Associate will work as a key member of the CAPTRUST Allentown Wealth Team primarily on Ultra-High Net Worth clients greater than $25 million. Primary responsibilities may include the following, among others:

WHO are we looking for? CAPTRUST is seeking a Financial Planner 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 Financial Planner who will deliver high-level customer service to clients to the firm.  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? We are seeking a full-time Institutional Account Specialist to support our efforts to service and retain institutional client relationships. This position will be on our centralized Institutional Onboarding team and will be a subject matter expert on our account custodians and their procedures.The candidate will research and recommend solutions to moderately complex problems with extensive contact with our Client Management Consultants (CMCs), internal business partners, and operational teams at various custodians. The candidate must maintain the highest professional and ethical standards, be well-organized, service- oriented, and capable of performing under tight deadlines.

CAPTRUST is seeking an HR Organizational and Talent Development Manager will work to ensure alignment of a rapidly growing organization through organizational learning, knowledge management, and the acculturation new colleagues to the organizational norms and values. Initial projects will be enhancing CAPTRUST current management development programs and making our new colleague on-boarding experience more impactful. In addition to owning management development and onboarding, over time end to end ownership of colleague engagement, knowledge management, employee learning and more traditional OD functions will be added to the role. We have a solid framework and suite of tools to enable you to build. CAPTRUST follows the employee engagement modeled pioneered by Gallup and we have a LinkedIn Learning license to deliver components of both management development and broader employee learning. The ideal candidate will have deep experience in developing managers as a part of an organizational development function or as an HR Manager and a deep understanding of best practices in on-boarding. In this role, you should be passionate about helping people learn and grow. 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. 

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 Associate Relationship Manager 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. This is a full-time position working Monday through Thursday from 8:00 a.m. to 5:00 p.m. and Friday from 8:00 a.m. to 4:00 p.m. in our Boerne, TX, office location.

WHO are we looking for?    CAPTRUST is seeking an Endowment and Foundation Specialist (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, endowments, foundations, human resource or employee benefit contacts, client staff 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, amongst 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 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 Client Management Associate 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, amongst 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 a Private Wealth Client Consultant (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 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 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 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 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 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 Endowment and Foundation Specialist (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, endowments, foundations, human resource or employee benefit contacts, client staff 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, amongst others:

WHO are we looking for?   CAPTRUST is seeking a National Tax Manager 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 Tax Manager is responsible for adding to the team's efforts in all client activities including tax compliance, planning, and executing all tax projects effectively.  The Tax Manager will also develop tax planning techniques for prospective clients and make general recommendations for appropriate additional services. This role will work closely with the National Tax Director and financial advisors throughout CAPTRUST to service our clients from a tax perspective. The position will be managed by our national tax team and will service clients nationally. Primary responsibilities may include the following, amongst others:

WHO are we looking for?   CAPTRUST is seeking a National Tax Associate who will join our national tax client service team providing tax compliance and tax consulting services to CAPTRUST wealth management clients.   Our clients consist primarily of high-net-worth families, individuals, and their related entities.  This role will focus on tax return preparation, tax research, and assisting with client related tax support. The position will be managed by our national tax team and will service clients nationally.  Primary responsibilities may include the following, among others:

WHO are we looking for?   CAPTRUST is seeking a Tax Associate who will provide administrative, tax compliance, and fiduciary support. The Tax Associate’s primary responsibility is to coordinate and participate in client services within a team concept.

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?   The CAPTRUST Human Resources department is looking for a hands-on leader with a drive for continuous improvement and thrives in a dynamic and changing work environment.  The Payroll Manager will support the firm through the delivery of accurate payroll as well as contribute to the organizational growth and impact employee well-being.

WHO are we looking for?   CAPTRUST is seeking a Participant Advisory Services (PAS) Associate who will be responsible for maintaining and strategizing on the administrative and communication segments of the PAS business. Additionally, the PAS Associate will support the management team with the day-to-day operations of the department. This is a full-time position working Monday through Thursday from 8:30 a.m. to 5:30 p.m. and Friday from 8:30 a.m. to 4:00 p.m. in our Raleigh, NC, office location. Primary responsibilities may include the following, amongst others:

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. Consultants 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, 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 an Associate Financial Planner who 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, among others: 

WHO are we looking for?    CAPTRUST seeks an Equity Analyst Senior Associate to conduct fundamental and quantitative research on publicly traded companies for potential inclusion in the firm’s diversified portfolio. The Equity Analyst is expected to be a key contributor to the performance of the firm’s individual equity strategies through his or her research findings and actionable recommendations.

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. 

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 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. and Friday from 8:30 a.m. to 4:00 p.m. Primary responsibilities may include the following, among others:

WHO are we looking for? CAPTRUST is seeking an Institutional Investment Portfolio Construction Analyst to work closely with Financial Advisors, Client Services, the Investment Group, Marketing, and other groups to scope/fulfill projects and deliverables for prospective and existing institutional clients (e.g., pension plans, endowments, foundations). By analyzing client objectives, risk tolerance, etc., this individual will construct asset allocations, modeling, and other requested research to provide best in class investment solutions. The Specialist will also take the lead on department projects and mentor/train more junior team members. This is a full-time position working Monday through Thursday from 8:30 a.m. to 5:30 p.m. and Friday from 8:30 a.m. to 4:00 p.m. in our Raleigh, North Carolina, office location

WHO are we looking for? CAPTRUST is seeking a Model Portfolio Implementation Specialist to oversee model portfolios for discretionary institutional clients, including pension plans, endowments, and foundations. This individual will oversee all aspects of RedBlack architecture and set up, will monitor portfolio compliance, and initiate trades. The Specialist will also take the lead on department projects and mentor/train more junior team members. This is a full-time position working Monday through Thursday from 8:30 a.m. to 5:30 p.m. and Friday from 8:30 a.m. to 4:00 p.m. in our Raleigh, North Carolina, office location. Primary responsibilities may include the following, among others:

WHO are we looking for? CAPTRUST is seeking a Human Resources Data Manager who will oversee the planning, project coordination, and leadership for the human resource information system (HRIS) and provide leadership for math heavy functional areas such as benefits design and analysis. Additionally, this position will manage the data production, report generation, and day-to-day operations of the data processing to ensure the timely and accurate processing of data. Primary responsibilities may include the following, among others:

WHO are we looking for? CAPTRUST is seeking a Chief Compliance Officer who will have ultimate responsibility for all regulatory compliance matters for our firm. The Chief Compliance Officer will lead the compliance department and reports to the General Counsel. The candidate will be expected to provide end-to-end compliance oversight of the compliance program, and in doing so will partner with the firm's senior executives to ensure the firm's compliance program remains robust and functional. The applicant should also be a self-starter who is capable of balancing risk, speed and accuracy to address complex problems, as well as work closely with all teams throughout the firm. Strong communication skills, both verbal and written, are essential given the breadth of the business and the complexity of the role.   Founded in 1997, CAPTRUST is an independent registered investment advisor. The firm provides investment management, financial planning, estate planning, and tax advisory and compliance for individuals and families. For retirement plan sponsors, endowments, foundations, and religious entities. CAPTRUST offers investment advisory services, fiduciary support, plan design, provider analysis/fee benchmarking, and employee advice programs. With more than 1,100 employees across over 60 locations nationwide, CAPTRUST oversees more than $85 billion in assets under management and more than $660 billion in assets under advisement (as of December 31, 2021).

WHO are we looking for? CAPTRUST is seeking a Finance Director to lead revenue management including process improvements, team management and oversight, contract to cash system enhancement and revenue accounting management. As part of the Finance Team, the successful candidate will be able to impact efficiency and to provide ideas for process improvements. Our ideal candidate will have corporate financial accounting experience in a very fast-paced work environment. He/She/They will maintain the highest professional and ethical standards, be well-organized, service-oriented, collaborative, and accountable while performing under tight deadlines. Primary responsibilities may include the following, among others:

WHO are we looking for?   CAPTRUST is seeking an Administrative Associatewho will provide general office support with a variety of activities and related tasks. The Administrative Associate will be responsible for greeting office guests, answering incoming telephone calls, directing calls to appropriate team members, collaborate cross departmentally, and work on special projects as needed.  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? CAPTRUST is seeking an Administrative Associate who will be responsible for greeting office guests, answering incoming telephone calls, directing calls to appropriate team members, and other duties as needed. This role provides general office support with a variety of clerical 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. Primary responsibilities may include the following, among others:

WHO are we looking for? CAPTRUST seeks an Integration Specialist to function as an ambassador during the transition phase of integrating newly acquired firms. This position would be dedicated to onboarding client revenue, client data, systems, and any other ad hoc projects to assist with integration needs for the team.

WHO are we looking for?   CAPTRUST is seeking a Wealth Management Sales Director to oversee and help lead sales and advisor development initiatives for the Wealth Advisor Group.  This position will report directly to the Head of Wealth Management Consulting at CAPTRUST.

WHO are we looking for? CAPTRUST is seeking an Investments Analyst who will work to maintain coverage of investment managers and provide information to support several financial advisors who service and retain institutional client relationships. Primary responsibilities may include the following, among others:

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 Wealth Planning Specialist with a passion for solving complex financial challenges for clients. The ideal candidate will be looking to grow within this role by working with a highly experienced and effective team. This position allows for the flexibility to work within a team environment as well as independently to prepare deliverables and complete projects. The Wealth Planning Specialist will work as a key member of the CAPTRUST Allentown wealth team primarily on Ultra-High Net Worth clients greater than $25 million.

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 Project Manager who will be responsible for working with users and developers in creating and maintaining functionality for internal systems. The Project Manager will be responsible for driving business requirements and facilitating acceptance testing for development projects. Primary responsibilities may include the following, among others: