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 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 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 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 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 a Senior Manager of the Project Management Office (PMO) to lead, mentor, and develop a team of Project Managers within the organization. This role involves setting best practices, driving project management excellence, and ensuring the successful execution of projects across the firm. The ideal candidate is a seasoned project management professional with a proven track record of leading teams, improving processes, and delivering projects on time and within budget.

WHO are we looking for?   CAPTRUST is seeking a Senior Compliance Manager to join our Compliance Team. The Senior Compliance Manager will be responsible for a variety of key advisory and broker-dealer supervisory processes and procedures required by regulation and to assist in the regulatory risk mitigation. This position requires the individual to be able to work independently, assess information – both conceptually and analytically-as well as providing insight and guidance to improve/enhance our regulatory compliance program.

WHO are we looking for?   CAPTRUST seeks an experienced and dedicated RFP Consultant to join its internal business development and sales enablement team within the organization’s marketing function with the primary responsibility of contributing to the support, execution, and elevation of two of the team’s four primary areas of focus, (1) resource governance, promotion, and enablement, and (2) request for information (RFI) and request for proposal (RFP) deliverable request and fulfillment, which are part of the organic sales process associated with business development efforts for a rapidly growing and collaborative organization....

WHO are we looking for?   CAPTRUST is seeking an IT Help Desk Associate who will be responsible for providing technology support for 1500+ 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 an Executive Assistant. The Executive Assistant will be responsible for high-level administrative support for the firm including, but not limited to, C-suite level executives and financial advisors. This dynamic role requires the ability to think critically, anticipate needs, and offer solutions to problems with a high level of professionalism and confidentiality. A meticulous attention to detail, ability to prioritize efficiently, and strong organizational skills while multitasking are also a must. The ideal candidate is exceptionally polished, professional, and driven. This is an in-office position. Primary...

WHO are we looking for?    CAPTRUST is seeking a Wealth Client Management Associate. The Wealth Client Management Associate uses 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. 

WHO are we looking for?   CAPTRUST is seeking a Corporate Real Estate Associate who will help support the facilities needs of our 80+ office locations. This position will be responsible for managing daily maintenance and repairs of our headquarter office in Raleigh, NC as well as coordinating similar efforts in regional offices. The position will also coordinate services with vendors and manage all employee related facilities needs. In addition, the position will assist our Corporate Real Estate team with coordination efforts related to office up fits, renovations and moves. 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 Wealth Client Management Associate who uses 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 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 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:

WHO are we looking for?   CAPTRUST is seeking a Senior Wealth Planning Associate who will work directly with our wealth management 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:

CAPTRUST is seeking a dynamic Senior Associate Relationship Management who will deliver high-level customer service to clients of the firm. The position is located in Boston, MA. The successful candidate will join an established wealth management advisory team 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 an IT Hardware & Integration Senior Technician who will provide support for the technology needs of 1600+ 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 Friday from 8:30 a.m. to 5:30 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 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 Directorto lead the corporate tax function in a multi-tiered tax structure. The Director of Tax will be responsible for overseeing all of the company’s tax planning, compliance, and reporting activities. This role requires a deep understanding of partnership (and S-Corporation) tax matters along with tax matters associated with acquisitions and compensatory tax matters associated with stock-based compensation. The Director of Tax will serve as the primary contact with outside tax professionals, applicable taxing authorities, and the internal finance and leadership teams. They will maintain the highest...

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 Senior Tax Associate 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 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:

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, 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...

WHO are we looking for?   CAPTRUST is seeking Retirement Plan Advisors to serve and grow a $1 million+ institutional consulting practice in multiple markets.  The Financial Advisor role is responsible for building and servicing a practice of retirement plan clients including, qualified plan sponsors, fiduciaries, key executives in nonqualified plans and plan participants – to include 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 million in assets.