WHO are we looking for? CAPTRUST is seeking a dynamic Business Development Financial Advisor who will assist in bringing in new clients through our custodial distribution channels. A competitive salary is offered for this role as well as excellent career growth potential with an ever-growing firm. 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 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 Tax Associate who will work with team members to provide high net worth families, individuals, and their related entities with tax compliance and tax consulting services. The position is responsible for adding to the team's efforts in all client activities including tax planning, compliance, and executing all tax projects effectively. This position will also develop tax planning techniques for clients and make general recommendations for additional services where appropriate. Primary responsibilities may include the following, among others:

WHO are we looking for?   CAPTRUST is seeking a Senior Institutional 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...

WHO are we looking for?   CAPTRUST is seeking an Analytics Engineer to design, build, and maintain analytics-ready data models that enable trusted reporting, self-service analytics, and downstream decision-making across the firm. This role owns the dbt analytics transformation layer and dbt project stewardship, and partners with Data Engineering on upstream pipelines and data shaping to ensure analytics-ready inputs. This role serves as the connective tissue between raw data engineering outputs and business-facing analytics by translating business concepts into well-modeled, well-documented dbt assets. This position is ideal for a data professional with deep dbt...

WHO are we looking for?   CAPTRUST is seeking an OCIO Portfolio 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 institutional clients. In this position, the Specialist will manage institutional portfolios throughout the investor life cycle. This role requires a strategic thinker who will actively collaborate with colleagues including financial advisors serving as an OCIO product manager, identifying opportunities to enhance investor outcomes and client experience.

WHO are we looking for?   CAPTRUST is seeking a Principal Semantic Engineer to design, build, and govern the semantic and knowledge foundations that make AI trustworthy, explainable, and scalable across the firm. This role focuses on enabling high‑impact AI capabilities such as copilots, agentic analytics, and decision support by ensuring business meaning, relationships, and metadata are clearly defined, aligned, and exposed to AI systems. This position is ideal for an experienced data professional who combines strong engineering skills with deep understanding of semantics, governance, and enterprise context, partnering closely with data engineers, analytics teams,...

WHO are we looking for?   CAPTRUST is seeking a Compliance Manager to join our Compliance Team. The Compliance Manager will be responsible for a variety of important monitoring processes and procedures, not only required by regulation, but also to assist in the regulatory risk mitigation. The ideal candidate has a strong, working knowledge of the compliance responsibilities of an SEC-registered investment advisor, including managing a Code of Ethics program. This position requires the individual to be able to work independently, manage a small team, assess information – both conceptually and analytically, as well as providing insight and guidance to...

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

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, Fidelity, and Pershing Advisor Solutions). 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 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 collaborative and detail-oriented Wealth Solutions Specialist to support and enhance our growing wealth management services.   The Wealth Solutions Specialist will work directly with our financial advisors to provide wealth management solutions for clients. This includes support of financial planning solutions, family office services, performance reporting, integrations of new offices, as well as various other client solutions support. As CAPTRUST continues to evolve, this individual will play a key role in developing and implementing strategies that elevate...

WHO are we looking for?   CAPTRUST is seeking an experienced Portfolio Manager to join its Portfolio Strategist team. The Portfolio Manager will be responsible for managing transition strategies and implementing plans for newly integrated offices. The Portfolio Manager will drive smooth transitions of accounts into centralized investment strategies, establish and manage transition timelines, oversee initial relationships, and ensure adherence to defined strategy guidelines and client-specific constraints.   From day one, you will have an impact on the efficiency and effectiveness of our daily operations,...

WHO are we looking for?   CAPTRUST is seeking a Senior Administrative Assistantin our Charlotte, NC 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 Wealth Planning Senior Associate who will work directly with our wealth advisory teams to provide client and prospective client wealth management solutions. This includes support of our centralized financial planning model, onboarding new offices onto our wealth planning platform, executive financial planning, financial planning workflows, and continually developing strategies and solutions to better serve our clients. Primary responsibilities may include the following, among others:

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 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 Project Manager who will lead and coordinate projects within the organization. This role involves collaborating with various teams, managing vendors tracking and communicating project progress, and ensuring projects are completed on time and within budget. This role will liaise between internal stakeholders and external vendors, lead larger internal projects aligned with business outcomes, manage timelines and deliverables, track risks and issues, and support coordination between internal teams. The ideal candidate is organized, detail-oriented, and capable of managing multiple tasks simultaneously while supporting firm-wide initiatives.

WHO are we looking for?   The Senior Business Analyst supports initiatives across the firm, working closely with the Product Management team, software delivery teams, and business stakeholders. The role emphasizes analytical problem solving, deep process understanding, and data informed insight to ensure solutions are effective, scalable, and aligned with business objectives. This position requires demonstrated experience operating independently in ambiguous problem spaces, applying judgment to shape analysis, frame problems accurately, and support sound decision making. The Senior Business Analyst contributes analytical depth during discovery, investigates...

WHO are we looking for? CAPTRUST is seeking a Compliance Analyst to join our Compliance Team. You will work with the Director of Compliance to maintain and implement the compliance program for an established federally registered investment advisor (RIA) and registered broker-dealer, and drive adherence with applicable laws, regulations, and regulatory guidance.   Our ideal candidate has a strong, working knowledge of the compliance responsibilities of SEC-registered investment advisors including the requirements applicable to marketing and advertising materials and the development of policies, procedures and controls.  The...

WHO are we looking for?   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...

Who are we looking for?   We are seeking a highly organized, detail‑oriented Sales EnablementContent Specialist with experience in the Registered Investment Adviser (RIA), wealth management, or investment advisory industry. This mid-level role is ideal for a content professional who enjoys partnering with internal stakeholders, structuring and refining content, and supporting a fast‑moving sales enablement and marketing organization.   The Sales Enablement Content Specialist will work closely with senior content strategists and cross‑functional subject matter experts to develop, organize,...

Who we’re looking for    CAPTRUST is seeking a Software Engineering Associate we’re looking for an early-career software engineer with a strong engineering mindset, who is curious, driven, eager to learn, and wants to grow into a technical leader. You’ll join a collaborative Agile team in an Azure-first environment, where we build and enhance...

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 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, among others:

WHO are we looking for?   CAPTRUST is seeking a Paid Media Campaign Senior Associate to join its in-house digital marketing team to support the firm’s brand-building marketing campaigns and data-driven digital marketing efforts. The Paid Media Campaign Senior Associate will assist in managing and optimizing paid advertising campaigns across multiple platforms, including Google Ads, Bing, Meta, Streaming, YouTube, and LinkedIn. This role is ideal for someone passionate about digital advertising, analytics, and performance-driven marketing with 2-4 years of experience helping delivering multi-channel digital campaigns.

WHO are we looking for?   CAPTRUST is seeking a Digital Product Senior Associate (Website & SEO) to join its in-house digital marketing team to support the firm’s brand-building marketing campaigns and data-driven digital marketing efforts.   This Digital Product Senior Associate will assist in maintaining and optimizing CAPTRUST’s web presence, including our primary corporate websites, location-specific pages, and editorial content. This role focuses on website infrastructure and compliance, SEO, user experience, and performance monitoring.

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 full-time Senior Lease Administration Associate to join our Corporate Real Estate and Facilities team. The Senior Lease Administration Associate uses specialized knowledge and skills, obtained through experience and formal training to assist the team and firm to optimize and manage a growing corporate real estate lease portfolio. The candidate also recommends solutions to problems, working extensively with internal business partners at various levels.   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 a Azure Infrastructure Engineer to own implementation of Azure infrastructure standards and improve platform maturity. The ideal candidate can design, deploy, and maintain secure, scalable, and resilient cloud solutions, optimize infrastructure for efficiency and performance, and drive consistent automation and governance practices.

WHO are we looking for?   An enthusiastic and motivated Junior Business Development Associate to join our team. This role involves servicing existing clients while also assisting in the acquisition of new clients for our firm. As a key member of our business development team, you will have the opportunity to contribute to our growth strategy. If you're passionate about business development and eager to kick-start your career in a dynamic environment, we encourage you to apply and become a valuable part of our team.

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 Data Quality Analyst to lead the firm's data quality program. This Analyst will partner with teams across the firm to define, monitor, track, and enforce data quality rules that improve trust in reporting and analytics. This role is ideal for an experienced professional who combines strong SQL skills with cross-department collaboration to identify issues and drive remediation.

WHO are we looking for?  CAPTRUST is seeking an Team Lead with our Administrative Professionals team who will provide coaching and leadership for a team of regional and home office Administrative Professionals. This is a full-time permanent position working Monday through Friday from 8:00 a.m. - 5:00 p.m. in our Dallas, TX or Chicago, IL office location. Primary responsibilities may include the following, among others:

WHO are we looking for? CAPTRUST is seeking a dynamic and client-focused Wealth Relationship Manager to serve as the primary point of contact for our clients. This role 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 Financial Advisor Relationship Manager will also handle intermediate to advanced client service tasks with precision and follow-through. This individual will deliver a trusted advisor experience, ensuring...

WHO are we looking for? CAPTRUST is seeking a dynamic and client-focused Wealth Relationship Manager to serve as the primary point of contact for our clients. This role 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 Financial Advisor Relationship Manager will also handle intermediate to advanced client service tasks with precision and follow-through. This individual will deliver a trusted advisor experience, ensuring...

WHO are we looking for? CAPTRUST is seeking a dynamic and client-focused Financial Advisor Relationship Manager to serve as the primary point of contact for our clients. This role 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 Financial Advisor Relationship Manager will also handle intermediate to advanced client service tasks with precision and follow-through. This individual will deliver a trusted advisor experience, ensuring clients feel...

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 a dynamic and client-focused Wealth Financial Consultant to serve as the primary point of contact for our clients. In this role, the Wealth Financial Consultant 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 Wealth Financial Consultant will also handle intermediate to advanced client service tasks with precision and follow-through. As a FARM, this individual...

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?   CAPTRUST is seeking a highly skilled and self-driven Senior Specialist Software Engineerto serve as a technical expert in designing and building scalable, cloud-native applications. This role is ideal for an experienced developer who thrives on solving complex problems, driving technical excellence, and delivering high-impact solutions using Microsoft Azure, C#, and TypeScript.

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:

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.

Who Are We Looking For?   Are you ready to make a meaningful impact in the financial services industry? As an Endowment and Foundations Advisor your clients will include endowments, foundations, institutional asset pools, 401(k), 403(b), defined benefit, and non-qualified plans. We focus on the “mid-market" with assets between $5 million and $250 million.