WHO are we looking for?
CAPTRUST is seeking an Associate Tax Accounting 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. Preparation of estate and gift tax returns for our Family office clients is an additional responsibility in this role. The position is responsible for adding...
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...
WHO are we looking for?
CAPTRUST is seeking an Institutional Investment Research Senior Associate to work within our Defined Contribution team and who will help source, underwrite, and maintain a list of approved multi-asset investment strategies. This position will assist with disseminating information on the industry and individual strategies to our internal partners including financial advisors, client service professionals, the Investment Group, Investment Committee, and occasionally directly with firm clients through written and verbal communication. 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, while also providing specialized support as the primary liaison to the recordkeeper for the Freedom401k program to ensure seamless operational coordination. 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 Tax Associate who will prepare individual, partnership, fiduciary and corporate tax returns. The Tax Associate’s primary responsibility is to prepare tax returns and participate in client tax services within a dedicated team.
WHO are we looking for?
We are seeking a full-time Senior Institutional Discretionary Associate to support our efforts to service and retain discretionary institutional client relationships. This position will be on our centralized Institutional Discretion Operations team and will be a subject matter expert on our discretionary (3(38)) clients and their procedures. The candidate will support and execute solutions to moderately complex problems with extensive contact with our Client Management Consultants (CMCs), financial advisors, internal business partners, and operational teams at various recordkeeper partners. The candidate must maintain the highest...
WHO are we looking for?
CAPTRUST is seeking a Data Quality Analyst to lead the firm's data quality program. This Analyst will partner with teams across the firm to define, monitor, track, and enforce data quality rules that improve trust in reporting and analytics. This role is ideal for an experienced professional who combines strong SQL skills with cross-department collaboration to identify issues and drive remediation.
WHO are we looking for?
CAPTRUST is seeking an Institutional Client Service Manager who will support our efforts of delivering high-level service to clients at our firm. The Manager will act as a resource to our client service team members through mentorship and strategic oversight to ensure both the quality of services provided to clients as well as the maintenance of our culture of integrity, teamwork, and putting clients' interests first. Primary responsibilities may include the following, among others:
WHO are we looking for?
CAPTRUST is seeking an Team Lead with our Administrative Professionals team who will provide coaching and leadership for a team of regional and home office Administrative Professionals. This is a full-time permanent position working Monday through Friday from 8:00 a.m. - 5:00 p.m. in our Dallas, TX or Chicago, IL office location. Primary responsibilities may include the following, among others:
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 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 seeks a dynamic Financial Advisor Relationship Managerwho will provide high-level service to new and existing institutional retirement plan clients. A competitive salary is offered for this role as well as excellent career growth potential with an ever-growing firm.
WHO are we looking for?
CAPTRUST is seeking a dynamic and client-focused Wealth Relationship Manager to serve as the primary point of contact for our clients. This role will lead client review meetings, present and update financial plans, and clearly communicate CAPTRUST’s investment philosophy. The ideal candidate is confident, adaptable, and able to engage in discussions across a broad range of financial planning and portfolio management topics. The Financial Advisor Relationship Manager will also handle intermediate to advanced client service tasks with precision and follow-through. This individual will deliver a trusted advisor experience, ensuring...
Who are we looking for?
CAPTRUST is seeking a dynamic Marketing Sales Enablement Associate II who will play an important role in supporting advisors and driving the firm’s sales effectiveness through prospect material development, coordination, and fulfillment in addition to collaborative efforts with colleagues and cross-functional teams for broader business development and sales enablement efforts.
WHO are we looking for?
CAPTRUST is seeking a dynamic and client-focused Wealth Relationship Manager to serve as the primary point of contact for our clients. This role will lead client review meetings, present and update financial plans, and clearly communicate CAPTRUST’s investment philosophy. The ideal candidate is confident, adaptable, and able to engage in discussions across a broad range of financial planning and portfolio management topics. The Financial Advisor Relationship Manager will also handle intermediate to advanced client service tasks with precision and follow-through. This individual will deliver a trusted advisor experience, ensuring...
WHO are we looking for?
CAPTRUST is seeking a dynamic and client-focused Financial Advisor Relationship Manager to serve as the primary point of contact for our clients. This role will lead client review meetings, present and update financial plans, and clearly communicate CAPTRUST’s investment philosophy. The ideal candidate is confident, adaptable, and able to engage in discussions across a broad range of financial planning and portfolio management topics. The Financial Advisor Relationship Manager will also handle intermediate to advanced client service tasks with precision and follow-through. This individual will deliver a trusted advisor experience, ensuring clients feel...
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?
We are seeking a motivated and detail-oriented Wealth Management Associate to provide technical and client service support to our Financial Advisors. This early-career role is ideal for someone eager to learn the wealth management industry and build strong foundational planning, investment, and service skills. 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 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 a Quality Assurance Engineer Associate II is responsible for designing and implementing tests, debugging and defining corrective actions in both manual and automated testing contexts. A successful candidate for this role will review system requirements, create test cases in both manual and automated formats, manage test suites, execute test cases, manage defects and track multiple quality assurance metrics. This role includes participating in the software development life cycle (SDLC) and communicating with the Business Analysts, Product Managers, Developers and other project team members including business and...
WHO are we looking for?
CAPTRUST is seeking a dynamic Business Development Financial Advisor who will assist in bringing in new clients through our custodial distribution channels. A competitive salary is offered for this role as well as excellent career growth potential with an ever-growing firm. 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?
A dynamic, energetic Financial Advisor Relationship Managerwho 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 a Marketing Events Coordinator to support our Business Development team by planning and executing a wide range of client and prospect events—from educational webinars to in‑person seminars. This role is responsible for delivering seamless, high‑quality, and engaging experiences by managing all aspects of event logistics, including venue and theme selection, communications, invitations, follow-up, content distribution, and on-site coordination. The ideal candidate is highly organized, service‑oriented, and able to perform effectively under tight deadlines while maintaining the highest professional and ethical...
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 dynamic Financial Planner who will deliver high-level service to the firm. A competitive salary is offered for this role as well as expanding responsibilities with a rapidly growing firm. This opportunity is for our Brentwood, TN, office
WHO are we looking for?
CAPTRUST is seeking a Portfolio Implementation Senior Associate who will work in conjunction with the Investment Group to manage accounts. As a Portfolio Implementation Associate, you will operate to ensure accounts are invested according to their chosen strategy and abide by any client instructions and restrictions.
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 comfortable working with all levels of management to gain an in-depth understanding of our strategy...
WHO are we looking for?
CAPTRUST is seeking a Tax Associatethat will provide exposure to the inner workings of a wealth management firm with a robust tax practice. Hands-on learning starts day one in this fast-paced environment. Responsibilities include all aspects of a wealth management firm, including tax planning and compliance, assisting with client service, meeting preparation, and software conversion projects.
WHO are we looking for?
CAPTRUST is seeking a Financial Advisor Recruiter to identify, engage, and hire top-tier financial advisors who align with our culture, service model, and long-term growth priorities. This individual will play a critical role in building our advisor bench strength by sourcing experienced talent, managing full-cycle recruiting processes, and partnering closely with business leaders across the firm. Candidates must demonstrate the highest professional and ethical standards, exceptional communication skills, strong relationship-building capabilities, and a keen understanding of the wealth management and financial advisory landscape.
WHO are we looking for?
CAPTRUST is seeking a Finance Merger & Acquisition Associate to support all reporting and analysis requirements for the M&A Team. As part of the team, the associate will be heavily involved in all aspects of the deal lifecycle from pre-deal operational and synergy reviews to 'Day 1' planning and post deal implementation. The ideal candidate will be team-oriented with a strong work ethic, 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...
WHO are we looking for?
CAPTRUST seeks an Institutional Portfolios Investment Associatewho will work with our Financial Advisors, Client Services professionals, Marketing colleagues, and occasionally directly with clients to scope/fulfill projects and deliverables for prospective and existing institutional clients, including pension plans, cash balance plans, endowments, and foundations. The Associate will monitor OCIO (Outsourced Chief Investment Officer) institutional portfolios to ensure compliance with Investment Policy Statements and initiate trading flows needed due to rebalancing or allocation changes.
The Associate will also contribute...
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...
WHO are we looking for?
CAPTRUST is seeking a 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, 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 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 an Associate Bookkeeper 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. Preparation of estate and gift tax returns for our Family office clients is an additional responsibility in this role. The position is responsible for...
WHO are we looking for?
CAPTRUST is seeking a dynamic and client-focused Wealth Financial Consultant to serve as the primary point of contact for our clients. In this role, the Wealth Financial Consultant will lead client review meetings, present and update financial plans, and clearly communicate CAPTRUST’s investment philosophy. The ideal candidate is confident, adaptable, and able to engage in discussions across a broad range of financial planning and portfolio management topics. The Wealth Financial Consultant will also handle intermediate to advanced client service tasks with precision and follow-through. As a FARM, this individual...
WHO are we looking for?
We are seeking a full-time Corporate M&A Counsel experienced in transactional matters to join our internal legal team. The successful candidate will focus on leading the legal due diligence for acquisitions, serving as lead counsel or part of legal team on all acquisitions and assisting with drafting, negotiating, and reviewing ancillary documents as needed. This role works closely with our M&A and integrations teams and requires a general understanding of various aspects of our business. As counsel, you will provide practical legal advice across business lines while mitigating legal risks for the company. The...
CAPTRUST is seeking an Investment Strategistwho will serve as a subject matter expert responsible for assisting our expanding national footprint of Financial Advisors with a range of investment topics in support of client service and prospect interactions, both in-person (if/when applicable), and over the phone/electronically. Primary responsibilities may include the following, among others:
WHO are we looking for?
CAPTRUST is seeking a highly skilled and self-driven Senior Specialist Software Engineerto serve as a technical expert in designing and building scalable, cloud-native applications. This role is ideal for an experienced developer who thrives on solving complex problems, driving technical excellence, and delivering high-impact solutions using Microsoft Azure, C#, and TypeScript.
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:
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...
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?
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.