Captrust Jobs

Overview: WHO are we looking for? CAPTRUST is seeking a Senior Client Management Consultant who will work with one to several financial advisors to service and retain wealth client relationships. The Senior Client Management Consultant uses specialized knowledge and... Read More

Overview: Who are we looking for? CAPTRUST seeks a dedicated Marketing 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,... Read More

Overview: WHO are we looking for? CAPTRUST is offering a paid internship in our Sacramento, CA office that will provide exposure to the inner workings of a wealth management firm. This position will be trained in different aspects of financial planning and wealth... Read More

Overview: WHO are we looking for? CAPTRUST is seeking a Project Manager will lead and coordinate projects within the organization. This role involves collaborating with various teams, tracking project progress, and ensuring projects are completed on time and within... Read More

Overview: 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,... Read More

Overview: WHO are we looking for? CAPTRUST is seeking Wealth Financial Advisors who will attract new, affluent wealth clients to the firm using a comprehensive financial planning approach. The successful candidate will join an established wealth management and... Read More

Overview: WHO are we looking for? CAPTRUST is seeking a Compliance Director who will have responsibility for regulatory compliance matters for our firm. The Compliance Director will lead retail and institutional advisory compliance functions and report to the Chief... Read More

Overview: CAPTRUST is an investment management-advisory firm headquartered in Raleigh, North Carolina. We provide investment advisory services to retirement plan fiduciaries, endowments and foundations and wealth planning services to executives, business owners, and... Read More

Overview: WHO are we looking for? CAPTRUST is seeking a Finance Associate to join the Wealth Finance Team to support billing and accounts receivables for CAPTRUST s rapidly growing wealth client base. As part of the Wealth Finance Team, you will work with a group of... Read More

Overview: 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,... Read More

Overview: WHO are we looking for? CAPTRUST is seeking an Institutional Advisor to serve and grow a $1 million+ institutional consulting practice in multiple markets. The Institutional Advisor role is responsible for building and servicing a practice of institutional... Read More

Overview: WHO are we looking for? CAPTRUST is seeking a Wealth Management Intern in our Indianapolis, IN office that will provide exposure to the inner workings of a wealth management firm. This position will be trained in different aspects of financial planning and... Read More

Overview: WHO are we looking for? CAPTRUST is seeking a Senior Strategic Growth Associate to assist with M A deal sourcing, sales and marketing support, market research and analysis. The ideal candidate will be team-oriented with a strong work ethic, self-starter with... Read More

Overview: WHO are we looking for? CAPTRUST is seeking a motivated and experienced Product Manager with deep expertise in Microsoft Dynamics 365 to lead the development, optimization, and expansion of our CRM platform. The ideal candidate will have a strong ability to... Read More

Overview: WHO are we looking for? An energetic Trust Administrator Relationship Manager who will deliver high-level customer service to clients of the firm. The Trust Administrator Relationship Manager will join an established wealth management team to manage all aspects... Read More

Overview: Who are we looking for? CAPTRUST is seeking an entry-level Marketing Data Analyst. In this role you will play a crucial role in supporting our marketing efforts by analyzing data, generating insights, and contributing to data-driven decision-making. This is an... Read More

Overview: WHO are we looking for? CAPTRUST is seeking a Senior Tax Associate to 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 Senior Tax Associate... Read More

Overview: WHO are we looking for? CAPTRUST is seeking a Wealth Management Intern in our Allentown, PA office that will provide exposure to the inner workings of a wealth management firm. The program will begin on June 2, 2025, ending August 1, 2025 (9 weeks) for hands-on... Read More

Overview: WHO are we looking for? CAPTRUST is seeking a Senior Portfolio Transition Specialist who will work closely with financial advisors, client services, centralized trading, investment group, and third parties to manage transitioning OCIO (Outsourced Chief... Read More