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 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 Team Leader to support CAPTRUST’s business development and sales enablement initiatives. This individual will be responsible for leading a team that supports the creation and execution of non-RFP prospect-facing collateral, ensuring advisors are equipped with accurate, compelling, and aligned materials that reflect CAPTRUST’s value proposition and service capabilities.
In addition to managing daily team operations, the Team Leader will contribute directly to content development, optimizes team workflows, collaborates closely with...
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 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?
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 Compliance Associate to join our Compliance Team. You will work with the Director of Compliance 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 advisor industry, drive efficiency in regulatory compliance programs, and develop expertise in Compliance testing, systems, and practices, and would like to grow in a tight-knit, collaborative Compliance team with an established SEC-registered investment advisor motivated to focus exclusively on the...
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?
The CAPTRUST Human Resources department is looking for a Human Resources Scheduling Coordinator to support recruiting activities and other administrative duties related to the operations of the Human Resources department. The Human Resource Associate will help coordinate interviews and provide white glove service throughout the recruitment lifecycle. This role will support internal and external requests related to the department.
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 Senior 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,...
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 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 Institutional Client Management Consultant who will work with several financial advisors to service and retain institutional client relationships. These relationships may consist of corporate and public retirement plans, endowments, foundations, high net worth families, and other institutional asset pools. Points of contact include Board and Committee members, staff, as well as 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,...
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 Tax Administrator who will provide general support to the Tax Group and Director with a variety of activities and related tasks at our New Orleans, LA office location.
WHO are we looking for?
CAPTRUST is seeking an Institutional Client Management Associate II 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...
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 Litigation 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.
WHO are we looking for?
CAPTRUST is seeking a Senior Client Management Associate who will use specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants (CMCs) in providing excellent client service. The candidate for this role provides day-to-day support, project management assistance, and partners with the CMC to research and resolve issues. The candidate also recommends solutions to moderately complex problems. Primary responsibilities may include the following, amongst others:
WHO are we looking for?
CAPTRUST is seeking a Wealth Management Business Development Officertohelp drive organic growthand advisor development initiatives for the Wealth Advisor Group.
WHO are we looking for?
CAPTRUST is seeking a Wealth Operations Associate II who will provide support for the onboarding of new CAPTRUST client accounts. This position acts as a liaison between internal CAPTRUST departments and our custodians (Charles Schwab, Pershing Advisor Solutions, Fidelity, and TD Ameritrade). 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...
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 an Accounting 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 the highest...
WHO are we looking for?
CAPTRUST is seeking a Litigation Counsel with relevant experience in litigation and arbitration. The ideal candidate will have experience handling litigation related to investment advisory and/or ERISA matters. A successful candidate will have a practical, business-oriented approach to problem solving 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. He/She/They will maintain the highest professional...
WHO are we looking for?
CAPTRUST is seeking a Retirement Plan Relationship Management Associate to work with one to several financial advisors to provide exceptional service to clients. This individual will be responsible for helping advisor team to ensure deliverables are produced timely as well as interacting directly with clients, including 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...
WHO are we looking for?
CAPTRUST is seeking a Senior Financial Operations Associate to join the Wealth Finance Team to support billing and accounts receivables for CAPTRUST’s rapidly growing wealth client base. As part of the Wealth Finance Team, you will work with a group of highly motivated problem solvers, with support for your professional growth within this team. As an associate, you will be heavily involved in daily communications with Financial Advisors and Client Management Consultants to manage billing for their clients. You will also provide support with data analysis, using various reports in excel to ensure accuracy in billing setup. The...
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 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. Primary responsibilities may include the following, amongst others:
WHO are we looking for?
CAPTRUST is seeking a Wealth Client Management Consultant who will work with one to several financial advisors to service and retain wealth client relationships. The Client Management Consultant uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Financial Advisors in providing excellent client service to individual investors and families. The candidate also recommends solutions to moderately complex problems with extensive contact with Financial Advisors, internal business partners, and operational teams at various custodians. Primary responsibilities may include the following, amongst others.
WHO are we looking for?
CAPTRUST is seeking a 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 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 a Private Markets Research Professional who will play a critical role in sourcing, analyzing, recommending, and monitoring private market investment managers. The candidate should have a strong knowledge of industry trends within the private markets, with a particular focus on private equity and private debt. Key responsibilities include, but are not limited to:
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.