WHO we are looking for?   CAPTRUST, a leading national independent RIA, is seeking an experienced Senior Financial Planner to join our growing team on Long Island.   CAPTRUST is built on a commitment to objective, client-first advice. As a nationally recognized firm, we provide comprehensive wealth management to high-net-worth individuals and families while fostering a culture grounded in collaboration, intellectual curiosity, and continuous professional growth.   This is an opportunity for an experienced advisor who wants to focus on delivering...

WHO are we looking for?    CAPTRUST is seeking an Institutional Client Management 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. This is a full-time...

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 an experienced PR and Content Strategist to join its 40-person marketing team. This individual will help strengthen the firm’s editorial strategy, public relations efforts, and message consistency across client, prospect, advisor, and firmwide communications.   This role is designed for someone who can move fluidly between strategy and execution: shaping editorial priorities, developing high-quality written content, supporting media relations and thought leadership, and helping translate complex financial topics into clear, compelling communications....

WHO are we looking for?   CAPTRUST seeks a Senior Communications Associate to join its in-house corporate communications and marketing team. This role supports public relations, strategic communications, awards and accolades, and content development for a rapidly growing and collaborative organization.   This position is part of CAPTRUST’s communications team, which advances the firm’s growth by strengthening reputation, increasing visibility, and supporting the needs of retirement plan, endowment and foundation, and wealth management clients.

WHO are we looking for?   CAPTRUST is seeking a Wealth Solutions Insurance Manager to support financial advisors in delivering comprehensive wealth management solutions, with a focus on life insurance and annuities strategy and integration. This individual will lead insurance strategy and execution, serve as a key resource to advisors, and manage relationships with external insurance partners. The role also includes supporting sales activity, ensuring regulatory oversight, and collaborating across teams to enhance our service model. The ideal candidate brings strong life insurance and annuity experience, thrives in a collaborative environment, and can effectively...

WHO are we looking for?   CAPTRUST is seeking a Performance Reporting Specialist who will be responsible for working in the PARis reporting platform to set up and monitor accounts and integrating acquired firms’ performance reporting within the CAPTRUST reporting environment, focusing on Private Asset funds. The Specialist will partner with client service professionals, financial advisors, operations team members in addition to external vendors and custodians to research, troubleshoot, and resolve any issues that may arise. Primary responsibilities may include the following, among others:

WHO are we looking for?   CAPTRUST is seeking an Administrative Assistant who will provide general office support with a variety of activities and related tasks. Excellent communication skills and the ability to develop positive, ongoing relationships with clients and colleagues are a must. This person must be detail oriented, well-organized, able to efficiently multi-task, and have strong prioritization skills. 

WHO are we looking for?   The Advisor Group is in search of a Business Development Senior Associate to help support the organic growth of the wealth management business for this rapidly growing and collaborative organization. The Business Development Senior 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 Senior Associate will work closely with internal and external partners to develop and deepen relationships in support of the organic growth initiatives established by the...

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...

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 seeking a experienced and motivated Identity and Access Management (IAM) Team Lead to support IAM operations and drive key initiatives across the organization. This role is ideal for a professional with 7–9 years of IAM experience and demonstrated ability to lead projects and guide team members. The IAM Team Lead will provide day-to-day technical leadership, ensure operational excellence in identity governance, and partner with IT, Security, and Compliance teams to deliver secure, scalable access solutions.

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 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 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 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 seeks a dynamic Wealth Relationship Manager Specialist (Associate Advisor)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? 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...