CAPTRUST is seeking an Executive Assistant who will be responsible for high-level administrative support for the Principal and Wealth Management Financial Advisor, Andrew Wisdom. 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. 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 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 Executive Assistant who will be responsible for high-level administrative support for the Principal and Wealth Management Financial Advisor, Andrew Wisdom. 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. Primary responsibilities may include the following, among others:

WHO are we looking for?   The Human Resources Compensation and Data Analyst will oversee the firm’s compensation function and day-to-day operations of data processing.  The analyst will research job requirements and evaluate job positions to ensure the company is competitive in the areas of salaries and be responsible for data production, report generation, and dashboards to ensure the timely and accurate processing of data. Additionally, the analyst will provide leadership for math heavy functional areas such as benefits design and analysis and project coordination for the human resource information system (HRIS). 

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 fixed income 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?   A dynamic, energetic Wealth Relationship Manager Associate who will deliver high-level customer service to clients of the firm. The successful candidate will join an established wealth management and institutional advisory team providing customized service to clients and independent advice. The majority of work performed will be in a client facing capacity. The candidate must maintain the highest professional and ethical standards, be well-organized, service-oriented, and capable of performing under tight deadlines. A competitive compensation package 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 Administrative Coordinator who will be responsible for high-level administrative support for the firm, Financial Advisors and Support Team. 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?   A dynamic, energetic Senior Wealth Relationship Manager Associate who will deliver high-level customer service to clients of the firm. The successful candidate will join an established wealth management and institutional advisory team in providing independent advice and customized service to clients. The majority of work performed will be in a client facing capacity. The candidate must maintain the highest professional and ethical standards, be well-organized, service-oriented, and capable of performing under tight deadlines. A competitive compensation package 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 a Client Management Consultantwho 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, among others:

WHO are we looking for? CAPTRUST is a dynamic and innovative organization dedicated to leveraging technology to enhance our operational processes and support our internal stakeholders across various job functions. We are seeking a highly motivated and experienced Product Manager with a focus on Dynamics CRM to partner with our existing Product Manager and jointly lead the development and improvement of our core platform. This role offers a unique opportunity to collaborate and shape the future of our CRM system while contributing to our company's success.

WHO are we looking for?   CAPTRUST is seeking a Senior Compliance Associate to join our Compliance Team. You will work with the Director of Compliance Operations to help maintain and implement the firm’s compliance program and drive adherence with applicable laws, regulations, and regulatory guidance.   Our ideal candidate has an eagerness to enhance their acumen in the investment adviser industry, drive efficiency in regulatory compliance programs, and develop expertise in GRC systems and practices, and would like to grow in a tight-knit, collaborative Compliance team with an established SEC-registered investment adviser and registered broker-dealer motivated to focus exclusively on the best interests of their clients. They will assist with compliance functions relating to CAPTRUST’s investment advisory and broker dealer business with an emphasis on the firm’s controls, testing, and compliance operations and technology. In addition to the Director of Compliance, they will work with their immediate compliance team on a day-to-day basis. The individual should have knowledge about the basic compliance responsibilities of registered investment advisers. The candidate must maintain the highest professional and ethical standards, be well-organized, and capable of performing under tight deadlines. The ideal candidate is also someone who will be self-motivated to research and enhance their understanding of registered investment adviser and broker-dealer rules, regulations, and best practices.

WHO are we looking for?   We are looking for a Senior Compliance Analyst to join our Compliance Team. You will work with the Senior Director of Compliance to help maintain and implement the compliance program and drive adherence with applicable laws, regulations, and regulatory guidance, specifically with respect to advisory support of marketing and business lines.   Our ideal candidate has a strong working knowledge about the compliance responsibilities of SEC-registered RIAs, including the requirements applicable to marketing materials and the development of policies and controls. The candidate must maintain the highest professional and ethical standards, be well-organized, and capable of performing under tight deadlines. The individual needs to be self-motivated to research and enhance their understanding of applicable 1940 Investment Advisers Act rules and best practices. In addition to collaborating with and providing compliance-related guidance to individuals in other areas of the firm, the candidate will assist with training and supporting others within the Compliance group. The ideal candidate is eager to continue developing their career in IA Compliance and would like to grow in a tight-knit, collaborative Compliance team with an established SEC-registered investment adviser motivated to focus exclusively on the best interests of their clients. Primary responsibilities may include the following, among others:

Who are we looking for?   CAPTRUST is seeking an Investment Research Manager who will help source, underwrite, and maintain a recommended list of equity managers, as well as play an intracule role with the team's quarterly due diligence process. This position is responsible for disseminating information on the industry and individual strategies to the Investment Group, Investment Committee, and our advisor force 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 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, among others:

WHO are we looking for?   CAPTRUST seeks a dynamic Investments Analyst Relationship Manager, who will lead and support existing and new client relationships to provide world-class service.

WHO are we looking for? CAPTRUST is seeking an Administrative Associate - Mailroom and Processing who will be responsible for high-level support and oversight of daily operations of the mailroom. This includes, but is not limited to, serving as the first point of contact for all external partners and colleagues as it relates to shipping and receiving and task-related equipment. Because of the time sensitive nature of this position, time management and critical thinking skills are crucial. This role requires extensive attention to detail with administrative and other related tasks. Excellent communication skills and the ability to develop positive, ongoing relationships with clients and colleagues are necessary. The candidate must be initiative-taking, deadline-oriented, well-organized and be able to efficiently multi-task with strong prioritization skills.

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 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 an Institutional Relationship Management Associate to work with a financial advisory team to provide exceptional service to clients. This individual will be responsible for the project management of internal teams to ensure deliverables are produced timely as well as interacting directly with clients, including retirement plan and nonprofit investment committees, human resource or employee benefit professional, 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 Relationship Management Consultant to work with a financial advisory team to provide exceptional service to clients. This individual will be responsible for servicing and building a practice working with mid-market retirement plans, endowments, and foundations, including trustee committees, qualified plan sponsors, fiduciaries, and key executives in nonqualified plans. Primary responsibilities may include the following, among others:

WHO are we looking for?   CAPTRUST is seeking a Retirement Plan Analyst who will work with our Financial Advisors, client services professionals, and occasionally directly with firm clients to fulfill complex and multi-vendor fee benchmarking and vendor search projects for firm prospective and existing clients. The Retirement Plan Analyst will also manage the Associates responsible for fee benchmarking and standard RFP projects. Additionally, the Analyst will identify ways to create and document process efficiencies to improve client deliverables and client experience. 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 activites 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 Lone Tree is seeking a Senior Wealth Financial Advisorto join an established wealth management and institutional advisory team in 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?   The CAPTRUST Human Resources team is seeking an HR Manager to partner with Centers of Excellence to ensure alignment of all HR functions in support of the business including but not limited to employee engagement, employee relations, talent planning, leadership coaching, management development, onboarding and compensation. The HR Manager should have a broad knowledge of all HR functions and will work with senior level business and site leaders to translate business needs into HR initiatives, goals, and priorities. Based on business need, this role is to be performed on-site including frequent travel up to 30%.

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 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, among others:

WHO are we looking for?   CAPTRUST seeks a dynamic Institutional Financial Advisor Relationship Manager who will provide high-level service to new and existing institutional investors and 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 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 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 an Administrative Associate who will provide general office support with a variety of clerical activities and related tasks. The Administrative Associate will be responsible for greeting office guests, answering incoming phone calls, directing calls to appropriate team members, collaborating cross departmentally, and special projects as needed. This is a full-time permanent position working Monday through Thursday from 8:00 am to 5:00 pm and Friday from 8:00 a.m. – 3:00 p.m. in our Lone Tree, CO office location. 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 Paralegal who will provide support to our legal team in the following areas: litigation support, research, and special projects. This position will also participate in cross-training and providing overflow support of tasks related to contract drafting and review, and contract database and file maintenance. 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 dynamic 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. This opportunity is for our Green, OH office. Primary responsibilities may include the following, among others:

WHO are we looking for?   CAPTRUST is seeking a dynamic, energetic Financial Advisor Relationship Manager who will deliver high-level customer service to clients to the firm. The successful candidate will join an established wealth management 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 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 Wealth Planning Specialist with a passion for working as part of a team to solve complex financial challenges for Ultra-High Net Worth clients greater than $25 million net worth. The ideal candidate will be looking to take their career to the next level by working with an industry-leading team of experts in the areas of multigenerational wealth planning, estate and business preservation, wealth management and life insurance.

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?   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 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 Institutional Financial 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.