WHO are we looking for?   CAPTRUST is seeking a dynamic Associate | Relationship Management who will deliver high-level service to the firm. The Associate plays a critical role in delivering high-quality client experience by managing client onboarding, supporting financial planning, and ensuring seamless execution of service and operational workflows. This position allows lead advisors to focus on strategy, relationship management, and business development while the Associate owns the execution of day-to-day client processes. A competitive salary is offered for this role as well as expanding responsibilities with a rapidly growing firm. This opportunity is for our...

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 part-time Administrative Assistant who will provide general office support with a variety of activities and related tasks. The hours are approximately Monday through Friday 9:30am - 3:00pm but can be adjusted to accommodate a qualified candidate. Primary responsibilities may include the following, among others:

Who Are We Looking For?   CAPTRUST is seeking a Financial Advisor Relationship Manager to help build and be part of a very successful wealth management practice with team assets currently exceeding $50 billion. You'll provide comprehensive financial planning, investment management solutions, and risk management to wealth clients. Your role will be pivotal in guiding clients towards their short and long-term financial goals.

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 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 a Centralized Wealth Planning Senior Specialist who will work directly with our wealth management 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 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 aLegal Operations Manager to support the legal department’s functions and manage key processes that are critical to the legal department including law firm billing procedures and practices, department measurement and benchmarking, and support the management of third party service providers. The ideal candidate will be familiar with strategic legal department solutions within a corporate ecosystem and be the Legal technology expert experienced with large data sets, legal document management systems (LDMS), contract lifecycle management...

WHO are we looking for?    CAPTRUST is seeking a Institutional 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 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 Mergers & Acquisitions Associatewho will work with senior leadership on M&A prospecting support, M&A pipeline management, and marketing coordination. This role requires a detail-oriented professional with strong organizational skills and exceptional communication abilities. The ideal candidate will be team-oriented and possess a sense of urgency while performing under tight deadlines. This position offers an immediate opportunity to drive efficiency, innovate processes, and provide strategic insights for a rapidly growing company. M&A is a key initiative to drive growth of the firm, and as such, has...

WHO are we looking for?   CAPTRUST is seeking a Tax Associatewho 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 supporting the team's efforts in all client activities including tax planning, compliance, and executing tax projects effectively. This position will also assist in developing 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 Institutional 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 Senior Financial Advisor who will provide high-quality service to new and existing institutional retirement plan clients.  A competitive salary is offered for this role as well as excellent career growth potential with an ever-growing firm. 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 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 IT Help Desk Associate to provide foundational technical support for the firm’s technology needs, serving over 2,000 employees under the guidance of senior team members. This role is designed to develop technical proficiency through the execution of established procedures and hands-on experience with enterprise IT infrastructure. The Associate will support day-to-day operations by responding to user requests, assisting with hardware deployment, and maintaining accurate and up-to-date documentation of technology assets and support activities

WHO are we looking for?    CAPTRUST is seeking a Wealth Operations Senior Associate 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...

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 Portfolio Implementation Associate who will work in conjunction with the Investment Group to manage accounts. As a Portfolio Implementation Associate, you will operate within the Investment Group to ensure accounts are invested according to their chosen strategy and abide by any client instructions and restrictions.   From day one, you will have an impact on the efficiency and effectiveness of our daily operations, and a lasting influence on our growth plans. Our ideal candidate is comfortable working with all levels of management to gain an in-depth...

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?    We are looking for a Senior Compliance Managerwho will be responsible for leading the broker-dealer registrations and licensing compliance program for the firm. This role includes managing adherence to SEC, FINRA, and state insurance/securities licensing requirements. The ideal candidate manages the full lifecycle of registered representative and investment adviser representative registrations, U4/U5 filings, and insurance licensing/renewals, and works directly with regulatory bodies on regulatory exams and inquiries. This position requires the individual to be able to work independently and collaboratively, assess information both...

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 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 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 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 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 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 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 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, Charlotte, NC or Raleigh, NC office location. Primary responsibilities may include the following, among others:

WHO are we looking for? CAPTRUST seeks a dynamic Senior Institutional Relationship Management Associate who will provide high-level service to new and existing institutional retirement plan 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 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 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...