WHO are we looking for? We are looking for a Senior Business Analystto join CAPTRUST’s Project Management and Data & Analytics team. This role partners with business leaders to uncover needs, scope initiatives, and ensure projects deliver measurable business value. The Senior Business Analyst will break down complex challenges into clear solutions, balance short-term priorities with long-term strategy, and facilitate decision making at all levels of the firm.  

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 Financial Wellness Consultant. A Financial Wellness Consultant is pivotal in orchestrating the transition to a holistic financial wellness program, working closely with clients to understand their unique needs, culture, and expectations. This role is responsible for developing and implementing a tailored financial wellness strategy that aligns with the client's goals, fostering strong relationships, and ensuring the program's success and client satisfaction. Primary responsibilities may include the following, among others:

WHO are we looking for?   CAPTRUST is seeking a Senior Accounts Payable Associate who will be responsible for processing vendor invoices and payments. The Senior Accounts Payable Associate should have strong communication and interpersonal skills as they will work closely with all employees and with outside vendors. As part of the Finance Team, you will be able to drive operational efficiency and implement process enhancements. Our ideal candidate will have Concur experience and will be adept at cross-functional collaboration. He/She/They will maintain the highest professional and ethical standards, be well-organized, service-oriented, collaborative, and...

WHO are we looking for? CAPTRUST is seeking a Product Manager to own and evolve our Wealth Management FinTech ecosystem. This role will focus on client onboarding, financial planning tools, custodial integrations, and related internal solutions. The Product Manager will serve as the connective tissue between advisors, client service, operations, custodians, vendors, and internal development teams — ensuring our WealthTech platform is integrated, secure, and delivering measurable value to clients and advisors. others:

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, amongst others:

WHO are we looking for?   CAPTRUST is seeking a Digital Adoption Specialist to play a key role in driving efficiency and effectiveness across the organization. This position is responsible for enhancing the user experience within our central CRM system by implementing in-app guidance through a digital adoption platform. The goal is to reduce user errors, streamline workflows, and improve overall system adoption. The ideal candidate will focus on creating seamless user journeys and ensuring employees are well-equipped to navigate and utilize the CRM to its full potential.

WHO are we looking for?   CAPTRUST is seeking a Corporate Counsel with commercial contracting experience to join our internal legal team. As counsel, you will provide practical legal advice while mitigating legal risks for the company. The role will work closely with senior internal counsel and other business partners as well as external counsel. Our ideal candidate is comfortable working on commercial contract review and negotiation, as well as working with internal and external counsel on additional legal matters. The candidate will maintain the highest professional and ethical standards, have excellent time management, organization, and decision-making...

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?   We are seeking a dynamic and experienced Director of Software Engineering to guide and grow a high-performing team of software engineers working on mission-critical applications. This role reports to the Chief Technology Officer and is pivotal in driving innovation, standardizing engineering practices, and delivering scalable, secure, and high-quality software solutions. You will work closely with the Quality Assurance Leader (also reporting to the Chief Technology Officer) to ensure seamless collaboration between development and quality assurance, fostering a culture of excellence and continuous improvement.

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?   We are seeking a motivated and collaborative Associate Software Engineer II who is eager to grow their skills in a fast-paced, Agile environment. This role is ideal for a candidate with a strong foundation in C#, TypeScript, and SQL, and a passion for building scalable APIs and cloud-native solutions using Microsoft Azure. While this is a hands-on development role, it also offers the opportunity to contribute to Agile ceremonies, collaborate cross-functionally, and continuously improve both code and process.   You will work closely with senior developers, Product Owners, and Scrum...

WHO are we looking for?   A dynamic, energetic Relationship Management Consultant who will deliver high-level customer service to clients to the firm. The successful candidate will join an established wealth management and institutional advisory team in providing independent advice and customized service to clients.  A competitive salary is offered for this role as well as expanding responsibilities with a rapidly growing firm. 

WHO are we looking for?   CAPTRUST is seeking a 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 position working Monday...

WHO are we looking for?   CAPTRUST is seeking a Retirement Plan Relationship Management Associate to work with one to several financial advisors to provide exceptional service to clients. This individual will be responsible for helping advisor team to ensure deliverables are produced timely as well as interacting directly with clients, including retirement plan investment committees, human resource or employee benefit contacts, and external vendor partners. The candidate must maintain the highest professional and ethical standards, be well-organized, service- oriented, and capable of performing under tight deadlines. Primary responsibilities may include the...

WHO are we looking for?   CAPTRUST is seeking a 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, amongst others:

WHO are we looking for? CAPTRUST is seeking a full-time Wealth Client Management Consultantto 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...

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 Team Lead for our Institutional Operations department 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...

WHO are we looking for?   CAPTRUST is seeking an Investment Communications Associate who will be a dynamic team player, capable of assisting with the creation and maintenance of investment-related content materials for distribution to financial advisors and clients. The Associate will have both recurring tasks and project-related work that encompass investment research, data analysis, light design work, written communication, and coordination with the Investment Committee and

WHO are we looking for?   CAPTRUST is seeking a Senior Administrative Assistant. 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 and confidentiality. A...

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 Tax Operations Associate who will provide general support and high-level administrative support to the tax department, including executives, advisors, and tax staff, with a variety of activities and related tasks. This dynamic role requires the ability to think critically, anticipate needs, and offer solutions to problems with a high level of professionalism and confidentiality. A meticulous attention to detail, ability to prioritize efficiently, and strong organizational skills while multitasking are also a must. The ideal candidate is exceptionally polished, professional, and driven. 

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...

WHO are we looking for?   A Wealth Planning Relationship Management Associate who will deliver high-level customer service to clients of 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?   An energetic Wealth Relationship Management Associatewho will deliver high-level customer service to clients of the firm. The Wealth Relationship Management Associate 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. The position is located in our Indianapolis office (located on the north-side at Keystone Crossing).  

CAPTRUST is seeking an Institutional Support Associate II who will support the Financial Advisor Service Team to service and retain institutional client relationships. These relationships may consist of corporate retirement plan investment committees, human resource or employee benefit contacts, and external vendor partners. The candidate must maintain the highest professional and ethical standards, be well-organized, service- oriented, and capable of performing under tight deadlines. Must be adaptable, show ability to retain information and possess a strong attention to detail and interpersonal skills. The work location is our Raleigh, NC office. 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?   The Advisor Group is in search of a Business Development Associate to help support the organic growth of the wealth management business for this rapidly growing and collaborative organization. The Business Associate will engage with financial advisors, internal and external partners in wealth management, to support opportunities that generate new revenue, improve client retention, and further other business interests. The Business Development Associate will work closely with internal and external partners to develop and deepen relationships in support of the organic growth initiatives established by the firm. Strong relationship...

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 SEC-registered investment adviser 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 (“RIAs”), including the requirements applicable to advertising and marketing materials and the development of...

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 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 understanding of our strategy and services. He/She/They will maintain the highest professional and...

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?    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...

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 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?   CAPTRUST is seeking a Process Analyst to support process improvement initiatives and operational efficiency efforts across the organization. This role is ideal for an analytical professional with a passion for defining, assessing, and optimizing business processes. The Process Analyst will work closely with the Lean Engineer and various stakeholders to map, monitor, and refine workflows, ensuring alignment with organizational goals and Lean Six Sigma principles.

WHO are we looking for?   CAPTRUST is seeking an Insurance ManagementSpecialist who will be a highly skilled and motivated client relationship manager to establish and maintain long-term relationships with our valued clients. As the primary point of contact, you will be responsible for ensuring our clients are satisfied with our services and for identifying opportunities to grow our business.

WHO are we looking for?   CAPTRUST is 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 Defined Contribution non-discretionary business and both ERISA and Non-ERISA. There will be a large focus on investment coordination for CIT investments. The candidate must maintain the highest professional and ethical standards, be well-organized, service- oriented, and capable of performing under tight deadlines.

WHO are we looking for?   CAPTRUST is seeking an Investment Research Analyst to conduct fundamental and quantitative research on publicly traded companies for potential inclusion in the firm’s diversified portfolio. This position is responsible for disseminating information on the industry and contributes to the performance of the firm’s individual equity strategies through research findings and actionable recommendations.

WHO are we looking for?   CAPTRUST is seeking 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 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 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?   A dynamic, energetic WealthRelationship Manager Associate who will deliver high-level customer service to clients to the firm. The successful candidate will join an established wealth management and institutional advisory team in providing independent advice and customized service to clients. A competitive salary is offered for this role as well as expanding responsibilities with a rapidly growing firm.

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

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.