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?   CAPTRUST is seeking a detail-oriented and motivated Product Specialistto support and administer our Microsoft Dynamics 365 CRM platform. This role will work closely with the Product Manager, IT, and business teams to configure the system, troubleshoot issues, support feature releases, and ensure the platform is effectively supporting internal stakeholders. The ideal candidate has hands-on Dynamics 365 experience, strong problem-solving skills, and a collaborative mindset.

WHO are we looking for?   We are seeking a full-time Corporate M&A Counselexperienced 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 role...

WHO are we looking for?   CAPTRUST is seeking a Performance Reporting Associate 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 include the following,...

WHO are we looking for?     CAPTRUST is seeking an Administrative 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? 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. The ideal candidate will possess excellent communication and problem-solving skills with a proven track record of meeting and exceeding targets.

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? The Agile Delivery Lead is a strategic delivery leader who drives Agile execution across complex initiatives and multiple teams. This role enables high-performing teams, strengthens cross-functional collaboration, and partners with senior leaders to advance Agile maturity, improve delivery outcomes, and ensure alignment to business goals.

WHO are we looking for?   A dynamic, energetic SeniorRelationship Manager Associatewho 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 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.   

CAPTRUST is seeking a dynamic Relationship Management Associate who will deliver high-level customer service to clients of the firm. The position is located in Boston, MA. 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. Primary responsibilities may include the following, among others:

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 Senior Financial Counselor who will provide guidance, education, and fiduciary level financial advice to institutional plan participants via the phone. As part of our normal conversation when speaking with plan participants, you will ask questions to better understand their needs and retirement goals. Your conversation allows you to then advise those individuals holistically as to their plan options, provide retirement planning strategies, evaluate their risk tolerance, and make asset allocation recommendations based upon CAPTRUST investment strategies to help them achieve their retirement goals. Wellness...

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 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 looking for a Senior Director of Integration to be responsible for leading the end-to-end integration of acquired firms into CAPTRUST’s operational, cultural, and strategic framework. This role is critical to ensure that each acquisition enhances the firm’s value proposition while preserving the client experience and employee engagement. This role will oversee a team of integration professionals, manage cross-functional initiatives, and serve as a key liaison between acquired firms and internal stakeholders. The ideal candidate will bring deep experience in mergers and acquisitions (M&A) integration,...

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 AssociateIIwill 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.

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 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 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 an Institutional Trader to join our dynamic cross-functional Trading group in Raleigh, NC. This junior-level role will be an integral member of our Institutional Trading team responsible for implementing portfolios to their Investment Policy Statement and coordinating trades across CAPTRUST’s pension plan, endowment, and foundation clients. The Trader I will primarily support Institutional Trading, while, over time, cross training and collaborating with other business lines within Trading.

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...

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 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...

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 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 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?    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?   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 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?   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 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...