WHO are we looking for?   CAPTRUST is seeking a Wealth Operations Associate to be a part of the Wealth Planning and Solutions team that works directly with our wealth advisory teams to provide client and prospective client wealth management solutions.  This includes support of our localized trading and investment management team, migrating client accounts towards our centralized trading platforms, and continually developing strategies and solutions to better serve our clients. This is a full-time position in our Sacramento, CA office.  Hours are M-Th 8:00am – 5:00pm, Fridays 8:00am...

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 dynamic Quality Assurance Manager to lead and grow a high-performing QA team responsible for ensuring the quality of mission-critical software solutions. This leader will work in close partnership with the Software Engineering Director to deliver excellence in software, champion agile practices, and foster a culture of continuous improvement and innovation.

WHO are we looking for?   CAPTRUST is seeking an Administrative Assistant who will provide general office support with a variety of activities and related tasks. Excellent communication skills and the ability to develop positive, ongoing relationships with clients and colleagues are a must. This person must be detail oriented, well-organized, able to efficiently multi-task, and have strong prioritization skills. 

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 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 Payroll Consultantwho 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?   We are seeking an experienced and motivated Security Operations Engineer to join our cybersecurity team. This mid-level role is designed for professionals with 3–5 years of hands-on experience in Security Operations Center (SOC) activities, incident response, and network security. In addition to traditional SOC duties, this role will also take ownership of telecom systems and enterprise collaboration platforms, ensuring their availability, security, and compliance. The Security Operations Engineer will play a key role in threat detection, incident handling, and continuous improvement of security processes, while mentoring junior team...

WHO are we looking for?   CAPTRUST seeks a Relationship Management Specialistwho 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 dynamic and client-focused Financial Advisor Relationship Manager(FARM) to serve as the primary point of contact for our clients. In this role, the FARM will lead client review meetings, present and update financial plans, and clearly communicate CAPTRUST’s investment philosophy. The ideal candidate is confident, adaptable, and able to engage in discussions across a broad range of financial planning and portfolio management topics. The FARM will also handle intermediate to advanced client service tasks with precision and follow-through. As a FARM, this individual will deliver a trusted advisor...

WHO are we looking for?  CAPTRUST is seeking an Institutional Client Management Associate (CMA) to support the Financial Advisor Service Team to service and retain institutional client relationships. These relationships may consist of corporate retirement plan investment committees, human resource or employee benefit contacts, and external vendor partners. The candidate must maintain the highest professional and ethical standards, be well-organized, service- oriented, and capable of performing under tight deadlines. Must be adaptable, show ability to retain information and possess a strong attention to detail and interpersonal skills. This is a full-time position working Monday...

WHO are we looking for?   CAPTRUST is seeking an Accounts Payable Associatewho will be responsible for processing vendor invoices and payments along with assisting in expense report processing.  The AP Associate should have good communication skills as they will work closely with all employees and with outside vendors.  As part of the Finance Team, you will be able to impact efficiency and to provide ideas for process improvements.  Our ideal candidate will have Concur experience and will be comfortable working with others.  He/She/They will maintain the highest professional and ethical standards, be...

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 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?   We are seeking a full-time Corporate M&A Counsel experienced in transactional matters to join our internal legal team. The successful candidate will focus on leading the legal due diligence for acquisitions, serving as lead counsel or part of legal team on all acquisitions and assisting with drafting, negotiating, and reviewing ancillary documents as needed. This role works closely with our M&A and integrations teams and requires a general understanding of various aspects of our business. As counsel, you will provide practical legal advice across business lines while mitigating legal risks for the company. The...

WHO are we looking for?   CAPTRUST is seeking a Performance Reporting Associate II who will be responsible for working in various performance reporting software systems to set up and monitor institutional/endowment/foundation investor accounts in addition to managing reporting projects.  The Associate will partner with multiple in-house departments along with client actuaries and custodians to research, troubleshoot, and resolve any issues that may arise. Associates must maintain the highest professional and ethical standards, be well organized, service oriented, and capable of performing under tight deadlines. Primary responsibilities may...

WHO are we looking for?     CAPTRUST is seeking a TaxAdministrative Assistant who will provide general support to the Tax Department and Managing Directors with a variety of activities and related tasks.  This is a full-time permanent position, working Monday through Thursday from 8:30 a.m. – 5:30 p.m. and Friday from 8:30 a.m. – 4:00 p.m. in our Boston, MA office location. 

WHO are we looking for?   CAPTRUST is seeking a full-time Senior 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...

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 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 experienced Program Manager to oversee projects within our Corporate Services business line. This role focuses on enhancing services and ensuring operational excellence for teams including Human Resources (HR), Compliance, Legal, Risk, Finance, Facilities, and Information Technology (IT). 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...

WHO are we looking for?   CAPTRUST is seeking a full-time Senior 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...

WHO are we looking for? An energetic Wealth Planning Associate who will deliver high-level customer service to clients of the firm. The Relationship Management Planning Associate 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?   The Institutional Portfolios Investment Associatewill 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.

WHO are we looking for?   CAPTRUST is seeking a Financial Counselor II who want to make a difference in people’s financial lives. Those that want to have holistic financial conversations to help educate and guide participants in employer sponsored retirement plans. We primarily speak with participants who have pre-scheduled an appointment with the CAPTRUST at Work desk (outbound call). Your conversations will be unique and will answer the participants’ questions as well as discover areas of financial concern they may not even be aware of. As an integral part of the At Work Desk team, you are making a difference in...

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 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. 

WHO are we looking for?   CAPTRUST is seeking a results-driven Financial Planner to provide exceptional service to our wealth advisory team. The successful candidate will join an established team, delivering independent advice and tailored solutions to clients.

WHO are we looking for?   CAPTRUST is seeking a motivated and experienced Dynamics 365 Product Manager with extensive and specialized expertise in Microsoft Dynamics 365 to lead the development, optimization, and expansion of our CRM platform. The ideal candidate must possess a profound understanding of Dynamics 365, with a proven track record of successfully managing and enhancing this specific CRM system. This role requires a strong ability to engage with cross-functional teams, understand business needs, negotiate scope, and deliver high-impact solutions. This is a unique opportunity to shape our Dynamics 365 ecosystem and drive long-term business success...

WHO are we looking for?   A dynamic, energetic Wealth Relationship 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 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 seeks an accomplished and dedicated Sales Enablement Director to design and lead the sales enablement function within a growing 40+ person marketing department. This role will be responsible for evolving the firm’s sales enablement strategy across business lines, referral sources, marketing channels, and strategic initiatives. The role is highly collaborative within the department and across the organization with cross-functional teams, subject matter experts, sales leaders, and executive leadership. Associated projects, initiatives, and bodies of work are consistent with a highly dynamic environment, a rapid growth focused...

WHO are we looking for?   CAPTRUST is seeking a Defined Contribution Associate will work with our Financial Advisors, client services professionals, and occasionally directly with firm clients to fulfill investment-related projects and deliverables for prospective and existing clients. The Defined Contribution Associate will also assist with internal Defined Contribution projects and initiatives. Additionally, the...

WHO are we looking for?   CAPTRUST is seeking an Operations Associate, who will play a vital role in supporting a range of client service functions. This position involves managing scheduling and marketing platforms, maintaining and utilizing the CRM system, and ensuring timely and effective communication with client employees. As a collaborative team member, the Operations Associate will coordinate schedules across multiple stakeholders to ensure seamless execution of engagements.

WHO are we looking for?   CAPTRUST is seeking a Senior Administrative Assistantin our Brentwood, TN location. This individual 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, caring for office employee needs, maintaining supply room and kitchen stock, maintaining basic cleanliness, interacting with vendors, managing office equipment, 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...

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 National 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 supporting the team's efforts in all client activities including tax planning, compliance, and executing all tax projects effectively. This position will be part of the National Tax Services Group and will work closely with the National Tax Director and Managers to service wealth clients of the firm, nationally. Successful candidates in this role may be considered for promotion to...

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 Campaign Marketing Automation Specialist to join its in-house digital marketing team to support the firm’s brand-building marketing campaigns and data-driven digital marketing efforts. Proven expertise building and orchestrating marketing automation campaigns across all aspects of traditional and digital marketing – with a heavy focus on social media, life-stage marketing, and email marketing tactics.   This position will manage and oversee all aspects of marketing automation and analytics to effectively promote the CAPTRUST brand...

CAPTRUST is seeking an Investment Strategistwho will serve as a subject matter expert responsible for assisting our expanding national footprint of Financial Advisors with a range of investment topics in support of client service and prospect interactions, both in-person (if/when applicable), and over the phone/electronically. Primary responsibilities may include the following, among others:

WHO are we looking for?   A dynamic, energetic SeniorWealthRelationship Management Associate 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. This is a full-time position working Monday through Thursday from 8:00 a.m. to 5:00 p.m. and Friday from 8:00 a.m. to 4:00 p.m. in our San Antonio, TX, office location.

WHO are we looking for?   We are seeking a full-time Senior Specialist to guide the onboarding process for both our new institutional client relationships and existing clients who have added additional services. This position will be on our Institutional Accounts team, will provide support for our Institutional Portfolio business line (examples include but are not limited to Endowments and Foundations, Pensions, Operating Reserves, and Cash Balance Plans), and will be specifically focused on ensuring integrity and timeliness in our data, records, and documentation for our newest clients. The candidate must maintain the highest professional and ethical standards, be...

WHO are we looking for?   CAPTRUST is seeking a Senior Specialist Software Engineer who will play a pivotal role in driving Agile software development practices and delivering high-quality technical solutions. He/She will lead a small team of developers primarily focused on the Firm’s core CRM system, fostering a collaborative and high-performing environment aligned with Agile SCRUM principles. This role combines hands-on development responsibilities, including sprint planning, mentoring, and continuous improvement initiatives.    You will be responsible for designing, developing, unit testing, deploying, and maintaining scalable software systems. You...

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 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 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?   We are 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 non-discretionary/discretionary Defined Contribution and Non-Qualified service offering. The candidate must maintain the highest professional and ethical standards, be well-organized, service-oriented, work well both autonomously and with a team, and capable of performing under tight deadlines. 

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 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...

WHO are we looking for?   CAPTRUST is growing, and we are seeking a Consultant -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: