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 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,...
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 new client onboarding. The Associate will be asked to contribute to evaluating current processes, suggest recommendations for improvement, document procedures, and educate other members of CAPTRUST on current and new procedures. Ability to thrive in a fast-paced setting while maintaining attention to detail and organizational skills, success in working...
WHO are we looking for?
CAPTRUST is seeking an Institutional Portfolios Associate who 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 collaborate with other departments to construct best in class investment solutions given clients’ return objectives, risk tolerance, liquidity needs, and other constraints and objectives. The Associate may also monitor discretionary institutional portfolios.
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...
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 Financial Counselor who will provide guidance, education, and fiduciary level financial advice to institutional plan participants via the phone. As part of our normal conversation when speaking with plan participants, you will ask questions to better understand their needs and retirement goals. Your conversation allows you to then advise those individuals holistically as to their plan options, provide retirement planning strategies, evaluate their risk tolerance, and make asset allocation recommendations based upon CAPTRUST investment strategies to help them achieve their retirement...
WHO are we looking for?
CAPTRUST is seeking a Financial Advisor Retirement Counselor that will meet with employees of retirement plans to holistically advise individuals as to their plan options, provide retirement planning strategies, evaluate their risk tolerance and make asset allocations recommendations based on CAPTRUST investment strategies. The Financial Advisor will manage specific clients and work directly with clients and Financial Advisors in managing advice projects.
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 Process Analyst to support process improvement initiatives and operational efficiency efforts across the organization. This role is ideal for an analytical professional with a passion for defining, assessing, and optimizing business processes. The Process Analyst will work closely with the Lean Engineer and various stakeholders to map, monitor, and refine workflows, ensuring alignment with organizational goals and Lean Six Sigma principles.
WHO are we looking for?
CAPTRUST is seeking a Portfolio Implementation 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 and services. He/She/They will...
WHO are we looking for?
CAPTRUST seeks a dynamic Design Team AssociateII to join its in-house design and creative services team. This team supports corporate marketing, business development, internal communications, and sales and marketing initiatives for a rapidly growing and collaborative organization
Overview of Department
CAPTRUST’s marketing strategy is a combination of the high-level activities listed below, which are intended to support the firm’s growth efforts and the needs of...
WHO are we looking for?
CAPTRUST is seeking an Insurance ManagementSpecialist who will be a highly skilled and motivated client relationship manager to establish and maintain long-term relationships with our valued clients. As the primary point of contact, you will be responsible for ensuring our clients are satisfied with our services and for identifying opportunities to grow our business.
WHO are we looking for?
CAPTRUST is seeking a Senior Wealth Client Management Associate 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, among others:
WHO are we looking for?
CAPTRUST is seeking a Wealth 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 an experienced Program Manager to oversee projects within our Institutional business line. This role focuses on enhancing services and ensuring operational excellence for retirement plan sponsors, endowments, and foundations. The Program Manager will ensure projects are completed on time, within budget, and to high standards. They will coordinate efforts, manage interdependencies, and streamline processes for growth. By aligning projects with strategic goals, the Program Manager will drive efficiency, manage risks, and facilitate scalable growth. Acting as a central communication point for stakeholders, the Program...
WHO are we looking for?
CAPTRUST is seeking a full-time Senior Institutional Onboarding Specialist to guide the onboarding process for both our new institutional client relationships and existing clients who have added additional services. This role will be more specifically focused on our Defined Contribution non-discretionary business and both ERISA and Non-ERISA. There will be a large focus on investment coordination for CIT investments. 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 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 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 part-time Administrative Assistant who will provide general office support with a variety of activities and related tasks. The Administrative Assistant will be responsible for greeting office guests, answering incoming telephone calls for offices in multiple time zones, directing calls to appropriate team members, collaborate cross departmentally, and work on special projects as needed. Our working hours are from 9 AM to 3 PM Monday through Thursday and 9 AM to 1 PM on Friday in our West Chester Township, OH office location. Primary responsibilities may include the following, among 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. #associate
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.
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.
WHO are we looking for?
CAPTRUST is seeking a Senior 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...
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 an Investment Research Analyst to conduct fundamental and quantitative research on publicly traded companies for potential inclusion in the firm’s diversified portfolio. This position is responsible for disseminating information on the industry and contributes to the performance of the firm’s individual equity strategies through research findings and actionable recommendations.
WHO are we looking for?
CAPTRUST is seeking an experienced Sales Enablement Senior Associate who will play a critical role in supporting advisors and driving the firm’s sales effectiveness. This individual will serve as a key resource for sales pitch support and content navigation, ensuring that advisors are equipped with the right tools, materials, and internal expertise to effectively engage prospects and clients. Working closely with advisors, the proposal team, strategic content, business line leaders, and subject matter experts (SMEs), this role focuses on curating the right sales and client-facing collateral, consulting on opportunities, and...
WHO are we looking for?
CAPTRUST is seeking a Senior Vendor Specialist who is focused on building strategic vendor relationships by interfacing with non-primary vendors, taking ownership of setting and leading due diligence meetings, remediating vendor service escalations among all vendors and cascading information within the team and greater CAPTRUST. The Vendor Analysis Team Senior Specialist will also work with our Financial Advisors, client services professionals, and occasionally directly with firm clients to fulfill service provider fee benchmarking and RFP projects.
WHO are we looking for?
CAPTRUST is seeking a Wealth Financial Advisor who will meet with our qualified prospects, determine goals and objectives, build a financial plan, and then communicate initial recommendations. Once the prospect decides to engage our firm, the relationship is passed to a Wealth Manager. This individual would also spend time speaking at events for prospects.
This is the ideal role for a CFP® professional who is comfortable with new client onboarding/acquisition but does not want to have to market or find leads. The firm has a healthy lead flow through...
WHO are we looking for?
CAPTRUST is seeking a Data Engineer to design, build, and maintain a scalable, high-quality data infrastructure enabling scalable analytics, self-service reporting, and AI-powered solutions across the firm. This role is ideal for an experienced professional with a passion for developing innovative data products, pipelines, and solutions. The Engineer will collaborate with stakeholders across departments to design scalable data solutions, enhance data quality, and optimize data-driven processes to support business objectives.
WHO are we looking for?
CAPTRUST is seeking a Digital Marketing Manager to join its in-house digital marketing team to support the firm’s social media, SEO, paid media, website development/optimization, and email marketing campaigns for a rapidly growing and collaborative organization. This position will manage and oversee all aspects of digital marketing campaigns to effectively promote the CAPTRUST brand and service offering across all lines of business and client types. Position duties include planning a digital campaign, delegating responsibilities to the marketing team, and measuring the performance analytics of a campaign.
WHO are we looking for?
CAPTRUST is seeking an Institutional Portfolio Management Specialist who will work closely with financial advisors, client services, centralized trading, investment colleagues, and third parties to manage OCIO (Outsourced Chief Investment Officer) portfolios for pension plans and other institutional clients. In this leadership position, the individual will manage OCIO defined benefit plans throughout the investor life cycle. This role requires a strategic thinker who can navigate complex situations to deliver superior results while actively leveraging investment managers, custodians, and internal subject matter experts.
WHO are we looking for?
CAPTRUST is seeking an Investment Research Associate who will work closely with a senior member of the due diligence team to analyze private market investments, monitor and maintain a list of current investments, and communicate updates to the firm through written communication. Primary responsibilities may include the following, among others:
WHO are we looking for?
CAPTRUST is seeking a Product Associate for the Portfolio Solutions & Trading Divisionwho will support the daily operations of IBOR (Investment Book of Records) maintenance, ensuring the accuracy of data, transactions, and positions for Portfolio Management and other downstream consumers of IBOR data and provide end user support and training for an evolving Portfolio Solutions & Trading Division’s tech stack. This role offers an excellent opportunity to develop your skills within a supportive team environment. Our ideal candidate has a keen eye for detail and a team-oriented mindset, is comfortable escalating critical issues...
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?
A dynamic, energetic 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.
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 Corporate Counsel with commercial contracting experience to join our internal legal team. As counsel, you will provide practical legal advice, primarily to the institutional advisory practice, while mitigating legal risks for the company. The role will include responsibility to coordinate matters with external counsel and internal stakeholders. Our ideal candidate is comfortable working with all levels of management to gain an in-depth understanding of our strategy and services. The candidate will maintain the highest professional and ethical standards, have excellent time management, organization,...
WHO are we looking for?
CAPTRUST is seeking an Institutional Reporting Operations Senior Associate who will work with client service professionals, investment consultants, reporting focused teams, and our retirement plan providers to oversee and execute on the firm’s institutional client processes.
The Institutional Reporting Operations Team falls under the greater Institutional Client Services and Operations umbrella. Our team specializes in the centralized process of preparing, cleansing, and importing data in bulk to our CRM to create accurate and scalable client deliverables. We act as a...
WHO are we looking for?
CAPTRUST is seeking a Client Management Associate II 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, 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 a Senior Administrative Associate will be responsible for high-level administrative support for the firm. This role will be responsible for greeting office guests, answering incoming telephone calls, directing calls to appropriate team members, and other duties as needed. 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 and strong organizational skills while multi-tasking are also a must. The ideal candidate is exceptionally polished, professional, and a go-getter.
WHO are we looking for?
CAPTRUST is seeking a Senior Payroll Associate who will be responsible for all payroll functions. Excellent organizational skills with an eye for accuracy are important qualifications for this position, as well as the ability to thrive in a changing work environment. The ideal candidate for this position has deep analytical skills, the ability to handle high workload times, is reliable and is committed to always meeting deadlines. Primary responsibilities may include the following, among others:
WHO are we looking for?
CAPTRUST is seeking a Financial Reporting Senior Associate to join our finance team to assist with financial reporting, month-end close process, and technical accounting analysis. As part of the Finance Team, this individual will be responsible for preparing the year-end audited financial statements and footnotes and improving existing processes. Further, this individual will assist with maintaining accounting policies and preparing technical accounting memos and analyses, as needed. The ideal candidate will be team-oriented with a strong work ethic and possess a strong sense of priority, urgency, and a commitment to deadlines. He/She/They will maintain...
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 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 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 Administrative 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: