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 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 an experienced Senior Portfolio Integrations Lead to join its Portfolio Strategist team. The Senior Portfolio Integrations Lead will be responsible for managing transition strategies and implementing plans for newly integrated offices. They 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...

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 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 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? 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 Senior Relationship Management Associate 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 a dynamic and client-focused Wealth Financial Advisor Relationship Manager to serve as the primary point of contact for our clients. In this role, the Wealth Financial Advisor Relationship Manager 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 Advisor Relationship Manager will also handle intermediate to advanced client service tasks with...

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.

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.