WHO are we looking for?   CAPTRUST is seeking a Senior Software Engineer Team Lead 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...

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 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?   Are you passionate about delivering exceptional learning experiences and want to grow your career in the learning and development space? At CAPTRUST, we’re seeking a detail-oriented and enthusiastic Learning Associate to join our growing team. In this entry-level role, you’ll play a key part in both the coordination and design of learning experiences that help our employees thrive.   As a member of the Human Resources team, approximately 50% of your time will be dedicated to managing the logistics that ensure the smooth delivery of HR programs – including...

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?    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 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. 

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 seeks a Relationship Management Specialistwho 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...

WHO are we looking for?   The Advisor Group is in search of a Business Development Analyst to help support the organic growth of the wealth management business for this rapidly growing and collaborative organization. The Business Analyst 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 Analyst 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 management,...

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 RFP Associate II to join its internal business development and sales enablement team within the organization’s marketing function with the primary responsibility of contributing to the support, execution, and elevation of one of the team’s four primary areas of focus, request for information (RFI) and request for proposal (RFP) deliverable request and fulfillment, which are part of the organic sales process associated with business development efforts for a rapidly growing and collaborative organization. Primary responsibilities may include the following, among others:

WHO are we looking for?   CAPTRUST is seeking a Senior Administrative Assistantin our Lake Success, NY 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...

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?   We are seeking an enthusiastic and motivated Offensive Security IT Associate to join our cybersecurity team. As an Associate-Offensive Security Engineer, you will get hands-on experience simulating sophisticated attacks to assess and enhance our security defenses. You will work closely with senior team members to identify vulnerabilities, conduct penetration tests, and provide actionable recommendations to fortify our systems against potential threats.

WHO are we looking for? CAPTRUST is seeking a Financial Planning & Analysis Senior Associate to support all reporting and analysis requirements for the Finance Team. As part of the Finance Team, the associate will be heavily involved in all aspects of periodic financial reporting requirements to both internal management and external stakeholders as well as creating financial analyses to support organizational decision making. The ideal candidate will possess a strong work ethic, deep analytical skills, a desire to grow, and urgency and commitment to deadlines. He/She/They will maintain the highest professional and ethical standards, be well-organized, service-oriented, collaborative,...

WHO are we looking for?   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?    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 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 seeks an entry-level RFP Proposal Content and Platform Associate to join its internal business development and sales enablement team with the primary focus of corporate proposal writing and content development, maintaining corporate and professional content, and strategic development through multiple platforms supporting presentation deliverable needs associated with business development efforts for a rapidly growing and collaborative organization. Proposal content is focused on retirement advisory services within the financial industry.   This role is not only about the...

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 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,...

WHO are we looking for?   We are seeking a full-time Institutional Associate Onboarding to support the onboarding process for both our new institutional client relationships and our existing clients who have added additional services. This role 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 well-organized, service and detail oriented, and capable of performing under tight deadlines.   

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 through Thursday from 8:30 a.m. to 5:30 p.m. and Friday from 8:30 a.m. to 4:00...

WHO are we looking for?   CAPTRUST is seeking a Financial Advisor Retirement Counselor that will meet with employees of retirement plans to holistically advise individuals as to their plan options, provide retirement planning strategies, evaluate their risk tolerance and make asset allocations recommendations based on CAPTRUST investment strategies. The Financial Advisor will manage specific clients and work directly with clients and Financial Advisors in managing advice projects.

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 seeks a dynamic Design Team AssociateII to join its in-house design and creative services team. This team supports corporate marketing, business development, internal communications, and sales and marketing initiatives for a rapidly growing and collaborative organization   Overview of Department   CAPTRUST’s marketing strategy is a combination of the high-level activities listed below, which are intended to support the firm’s growth efforts and the needs of...

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 Senior Vendor Specialist who is focused on building strategic vendor relationships by interfacing with non-primary vendors, taking ownership of setting and leading due diligence meetings, remediating vendor service escalations among all vendors and cascading information within the team and greater CAPTRUST. The Vendor Analysis Team Senior Specialist will also work with our Financial Advisors, client services professionals, and occasionally directly with firm clients to fulfill service provider fee benchmarking and RFP projects.

WHO are we looking for?    CAPTRUST is seeking a Wealth Financial Advisor who will meet with our qualified prospects, determine goals and objectives, build a financial plan, and then communicate initial recommendations.  Once the prospect decides to engage our firm, the relationship is passed to a Wealth Manager.  This individual would also spend time speaking at events for prospects.   This is the ideal role for a CFP® professional who is comfortable with new client onboarding/acquisition but does not want to have to market or find leads.  The firm has a healthy lead flow through...

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 an Institutional Portfolio Management 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 pension plans and other institutional clients. In this leadership position, the individual will manage OCIO defined benefit plans throughout the investor life cycle. This role requires a strategic thinker who can navigate complex situations to deliver superior results while actively leveraging investment managers, custodians, and internal subject matter experts.

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 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 Institutional Reporting Operations Senior Associate who will work with client service professionals, investment consultants, reporting focused teams, and our retirement plan providers to oversee and execute on the firm’s institutional client processes.   The Institutional Reporting Operations Team falls under the greater Institutional Client Services and Operations umbrella. Our team specializes in the centralized process of preparing, cleansing, and importing data in bulk to our CRM to create accurate and scalable client deliverables. We act as 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 Payroll Consultant who will be responsible for all payroll functions. Excellent organizational skills with an eye for accuracy are important qualifications for this position, as well as the ability to thrive in a changing work environment. The ideal candidate for this position has deep analytical skills, the ability to handle high workload times, is reliable and is committed to always meeting deadlines. Primary responsibilities may include the following, among 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:

WHO are we looking for?   CAPTRUST is seeking a Tax Associate to assist in managing our client’s day-to-day accounting and investment accounts. Excellent organizational skills and accuracy are important qualifications for this position, as well as good client relations and the ability to communicate clearly.  The ideal candidate for this position is a skilled multi-tasker, is reliable and is committed to consistently meeting deadlines. Most work is geared towards investment and tax compliance.   Preparation of estate and gift tax returns for our Family office clients is an additional responsibility in this role.  The position is responsible for...